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

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  • sujithraalink
    Member
    • Oct 2018
    • 99

    #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
    • 1219

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

    Comment

    • sujithraalink
      Member
      • Oct 2018
      • 99

      #3
      Hello,

      Thank you for sharing the reference.

      I have already configured my custom entities (`CVendorContacts` and `CCandidates`) as **Type: Person** and added them to the Meeting Attendee List using a Many-to-Many relationship.

      The custom entities are appearing correctly in the attendee list, and I can select the records. However, the issue is that the `emailAddress` field is not appearing in the email recipient (To address) selection/workflow when trying to send the meeting invitation with the interview link.

      Could you please confirm if there is any additional configuration required to make the `emailAddress` field available for custom Person-type entities in meeting invitations?

      Environment:

      * EspoCRM Version: 9.3.7
      * Custom Entities:

      * Employer Contact (`CVendorContacts`) - Type: Person
      * Candidates (`CCandidates`) - Type: Person

      Thanks.

      Comment

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