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Meeting Request in TP

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  • Meeting Request in TP

    Folks,

    I don't believe there is currently support for this - but ever any talk of adding "Meeting Request" support directly into TP?

    I know we can rely on the Outlook Sync - then send the Meeting Request from Outlook - but this requires manually entering the customers Email address.

    Looking for this more on the sales side (versus service)...but, might be extended to service and somehow tied to a workflow (if someone wanted)...

    Thanks,
    Jeff

  • #2
    I would also like to see something like this implemented.
    If I could create a meeting request in TP AND capture the meeting notes and apply them to the journal, my workload would be so much lighter!

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    • #3
      I fully agree. At the moment I will have to make the appointment in TP and then create the appointment in Outlook to send an invitation to the client.
      This would make it very, very helpful.

      +1 from me!

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      • #4
        Thank you for the suggestion. I have submitted this to our stakeholders for consideration.
        Last edited by Marsha Blobaum; 03-21-2016, 10:56 AM. Reason: 40334
        Marsha Blobaum
        Product Analyst
        Tigerpaw Software
        800.704.9009 x4584
        402.592.7317fax
        mblobaum@tigerpawsoftware.com

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