Sending meeting invitations to custom Person-type entities added in Attendee List

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  • sujithraalink
    Member
    • Oct 2018
    • 98

    #1

    Sending meeting invitations to custom Person-type entities added in Attendee List

    Requirement
    Confirmation required for sending meeting invitations to custom Person-type entities added in Attendee List

    I have added two custom entities in the Meeting Attendee List configuration:

    * Employer Contact (CVendorContacts)
    * Candidates (CCandidates)

    Both entities are configured as *Type: Person*.

    I have created a *Many-to-Many relationship* between these custom entities and the Meeting entity and added them to the Attendee List. The records are displaying correctly, and I am able to select/add these custom entity records as meeting attendees.

    However, I need confirmation regarding whether EspoCRM supports sending meeting invitations (with interview link) to custom Person-type entities added in the Attendee List.

    Currently, the meeting invite is not being sent to these custom entity attendees, even though they have email addresses configured.

    Could you please confirm:

    1. Can EspoCRM send meeting invitations to custom Person-type entities added in Attendee List?
    2. Is Many-to-Many relationship enough, or is any additional configuration required?
    3. Does the custom entity need any specific fields/metadata configuration similar to Contact/Lead for email invitation support?

    *Environment Details:*

    * EspoCRM Version: 9.3.7

    *Custom Entities:*

    * Employer Contact (CVendorContacts) - Type: Person
    * Candidates (CCandidates) - Type: Person
  • victor
    Active Community Member
    • Aug 2022
    • 1218

    #2
    A similar topic was created earlier. You might find it useful: https://forum.espocrm.com/forum/deve...on-as-attendee.

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