I am working on implementing contact management within BC14 and am trying to send a meeting invite as task or to-do.
I have ensured the following:
- SMTP setup is complete
- Interaction template is setup with an attachment
- Salesperson has valid email address
- Person contact has valid email address
When I create a to do that is type MEETING in the attendee scheduling defaults with the salesperson asa the to-do organizer and the send invitation Boolean is checked.
I can manually add a person contact and the send invitation Boolean is checked.
It saves as expected but the Invitation sent field does not update, nor are any emails actually sent.
If I go back into functions on the attendee scheduling page and select SEND INVITATIONS still nothing sends.
What am I missing? How do I get these to actually send the emails?
Any/all help is greatly appreciated!
