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Tracked appointments automatically cancelling

  • 1.  Tracked appointments automatically cancelling

    TOP CONTRIBUTOR
    Posted Jul 08, 2019 11:50 AM
    I was contacted by a user today who had tracked several appointments to CRM.  While he was on vacation this past week, three of his appointments were cancelled in Outlook.  He was not accessing CRM or outlook and the only common thread to his cancelled appointments is that all three were tracked to CRM. The cancelled appts still show in CRM as they did previously.

    I googled a bit but didnt really find any useful information. Any ideas?  thanks, Laura

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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    Conference-CRMUG_200x200


  • 2.  RE: Tracked appointments automatically cancelling

    Posted Jul 14, 2019 08:36 PM
    Hi Laura,

    Out of the box, if the appointments are tracked against a Case record and the Case is closed or cancelled then the associated activities (including the Appointments) will be cancelled.

    Otherwise, you could use the advanced find function to see who last modified those Appointments and when, as these would tell you whether another user accidentally cancelled them, or maybe a workflow doing some sort business processes.

    Hope that helps.

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    Jacky Chen
    Consultant
    Chamonix IT Solutions
    Adelaide
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    Conference-CRMUG_200x200


  • 3.  RE: Tracked appointments automatically cancelling

    TOP CONTRIBUTOR
    Posted Jul 24, 2019 09:06 AM
    So, in my case with Microsoft they asked me to enable "Search Availability" on the Service Management tab on the security role for my users.  They indicate that server side sync wont work without this.  Has anyone heard that?  We have not had this enabled and our server side sync has been working for over a year.  I only have a few users who have had the issue with their appointments automatically being cancelled and sending cancellation notices to their invitees.  Any ideas on this?  thanks, Laura

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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    Conference-CRMUG_200x200


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