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Thread: Schedule Appointments to multiple users

  1. #1
    kerul4u is offline Member
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    Wink Schedule Appointments to multiple users

    Hi,

    I've just started working with sugarcrm and very new to sugar CRM.

    I want to know that is there any utility or mod which can help to assign appointment to a multiple users?
    Right now you can select only one user while schedule a new appointment.

    If not then can you advice which files I've to looking to hack this one. (I know php somewat not a master plz..)

    Have nice time guys..

    Kerul

  2. #2
    Superman's Avatar
    Superman is offline Sugar Community Member
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    Question Re: Schedule Appointments to multiple users

    Do you mean invitees are another idea than you expect?

  3. #3
    kerul4u is offline Member
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    Wink Re: Schedule Appointments to multiple users

    Look I actually need to assign appointment to my employee in a single step..

    For an example say I want to set general metting on saturday 12:00 noon. Now what I have to do is go to schedule meeting and set a meeting for one user and then have to invite one by one all employee.

    But I want the assign to user combo multi select combo, where I can select all the user to whom I want to assign appointment at a time and when I press save it will assign it to all the employee which I had selected in a single stroke..

    Doesn't make sense?

    I think it would be a cool feature.

    Thanx and looking for further replies and hopefully with relative help.

    Regards,
    KERUL

  4. #4
    Superman's Avatar
    Superman is offline Sugar Community Member
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    Default Re: Schedule Appointments to multiple users

    You have to develop new module or hack meetings module.

  5. #5
    rana is offline Sugar Community Member
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    Default Re: Schedule Appointments to multiple users

    HI kerul4u
    PROBABLY I DON'T UNDERSTAND YOUR PROBLEM......

    YOU SAY: IF I CREATE AN APPOINTMENT I MUST ADD AND INVITE ONE BY ONE EMPLOYEE....

    AT THE BOTTOM OF APPOINTMENT EDIT VIEW THERE IS THE SCHEDULER AND THE EMPLOYEE LIST.

    YOU ONLY PUSH THE BUTTON "ADD" FOR EVERY EMPLOYEE AND THEN PUSH "SEND INVITES" BUTTON THAT SAVE APPOINTMENT AND SEND EMAIL NOTIFICATION TO EVERYBODY.

    I DON'T UNDERSTAND THE MEANING OF

    " But I want the assign to user combo multi select combo, where I can select all the user to whom I want to assign appointment at a time and when I press save it will assign it to all the employee which I had selected in a single stroke.."

    WITH ADD BUTTON YOU HAVE THIS RESULT.....
    Attached Images Attached Images  

  6. #6
    kerul4u is offline Member
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    Wink Re: Schedule Appointments to multiple users

    Thanks rana,

    And sorry, that I was not aware of this feature as i've just started using sugarCRM.

    Thanx again for advising me.

    One more issue:
    say my user name is kerul I'm not admin.
    now the case is like this:
    My boss has create meeting for me for some day. After that he is out of town and not able to access site. By phone he told me to invite one more employee for that meeting.

    Now I want that from shared calender, I am able to assign that meeting to said employee. I mean I want to put a link that redirect me to schedule meeting, and from there I can assign or invite said employee to the perticular meeting but not by me it should be from admin -> said employee

    Thanx in advance for any advice..

    Regards,
    KERUL

  7. #7
    rana is offline Sugar Community Member
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    Default Re: Schedule Appointments to multiple users

    hi
    for solve your issue

    you go on shared calendar or on your calendar, click the link (click on the appontiment) modifiy the appointment (adding a new employee). A fter you have 2 way

    1. select Send Invite button e sand to all the attached employee a notification email. every attached employee can see the appointment on calendar (shared and personal)


    2. save the appointment ans all the attached employee can see the appointment on calendar (shared and personal)

    i hope to be helpfull

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