If the there clearly was a meeting that were booked while the date/ moments has gone by, and conversion has never upgraded the new conference, is the new reputation instantly enhance so you’re able to Finalized or something equivalent.

I was trying to do this having fun with BPM however, I can not use the criteria booked go out are below the present day go out – is the a different way to achieve this?

Hello Leaya, even although you manage to do that having Sugarlogic and you will BPM, these types of wouldn’t run except if this new record try interacted having, or if you enjoys a custom scheduler you to definitely runs so you’re able to recalculate the areas.

Exactly what are alot more challenging is that if you auto romantic conferences, which can indicate that one group meetings that were cancelled or otherwise not stored will in addition be marked because held. Easier to train staff to use Glucose on the mobile gadgets to up-date group meetings once a meeting, and employ their gizmos sound so you can text message possibilities to provide a great mention to the conference.

Member laziness to not improve that an event happened is always to never be tolerated, since these who does as well as imply pages don’t including upgrade the newest cards and/or conference benefit hence often you will definitely guarantee an alternate action.

I will suggest incorporating the latest ‘Planned activities’ dashlet on their fundamental dash to enable them to find overdue Conferences and you will Phone calls so they can be target quickly that have simply click to help you possibly romantic as the held, terminate, or look at the the listing to help you improve everything. Read more