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Is there any way to record who attended an appointment and not just who was invited? For us they are often different.
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Hi Michael Starling,
My name is Andres Guzman, I'm glad to help you
Maybe, that you need is create a custom entity to register all your attends in your events.
That's can help you to have the correct record in your CRM.
This is just a suggestion
Regards,
Similar to Andres - we have created a custom activity for 'Attendance' and linked it to the appointment record. (Allowing one attendance record for each person who was invited to each session.) To make it a bit more usable we had code that generated/cancelled the attendance record automatically if someone was added/deleted from the appointment required/optional attendees fields. We also had a process whereby recurring appointment sessions generated attendance records on a regular basis (i.e. not too far in advance). It was necessary for that client as it was education related - and we needed a formal record of each person's attendance at each session. We showed these records as a grid on the Appointments form view. This approach allows you to see which appointments were attended by a Contact from the Contact record.
Another option might be to have a business policy of updating an Appointment record to Required = the people who showed up and Optional = the people who didn't show up before closing the appointment record in CRM.
Alternatively, and what may be the most pragmatic solution for you might be to add in an attendance details field that is updated in CRM before the appointment record is closed (staff will be going into CRM to close an appointment record anyway). The simplest option would be for this to be a text box (this wouldn't allow you to search on appointments attended at the Contact level - but you may not need that anyway).
Thanks for your suggestion and I will investigate. I had hoped there would be some Out of the Box fuctionality that would do it but it seems that at Microsoft nobody attends a meeting who is not invited and all those invited attend!
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