clalande

Filter contacts when inviting to meeting

Discussion created by clalande on Oct 27, 2015
Latest reply on Oct 27, 2015 by Tim Turnquist
I am trying to determine if it's possible to add fields to the "search" when adding contacts to a meeting?    For example, we have a custom field which is "contact type" that we would like to be able to filter our search results by.

We are running Sugar Community Edition 6.5.22

Is this a Sugar 7 add filter for subpanel records based on custom field? similar to other questions? 

It seems that a common use case would be to want to create an event, and invite a group of people who meet a certain criteria / filter a list of contacts by attributes (e.g. I'm having a social event for all the leads who meet certain criteria?)

I'm hoping I'm missing something, this seems like relatively core functionality.

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