If there was an event that were scheduled while the date/ times has gone by, and transformation hasn’t current the fresh new meeting, is also the brand new condition automatically change in order to Finalized or something similar.
I became looking to achieve this having fun with BPM but I cannot utilize the requirements booked big date was lower than the modern day – is their a different way to do this?
Hello Leaya, even if you are able to accomplish that having Sugarlogic and BPM, this type of won’t focus on unless brand new number are interacted with, or you have a customized scheduler one to works to recalculate the brand new industries.
Just what could be much more difficult is when your automobile intimate group meetings, that can signify one conferences that have been cancelled or otherwise not stored may also be noted since kept. Far better to illustrate employees to utilize Sugar to their cellular products in order to enhance meetings once an event, and employ the equipment voice to text message capability to include good mention to the appointment.
Member inactivity to not change you to a meeting happened will be not tolerated, because these who would and additionally suggest pages don’t in addition to update the fresh new cards and/or conference benefit which sometimes you may guarantee another type of step.
I will suggest adding brand new ‘Planned activities’ dashlet to their main dashboard so that they can pick delinquent Group meetings and you can Phone calls so they really can be address rapidly with simply click so you’re able to both close once the stored, cancel, otherwise check out the the listing so you’re able to inform everything.