SAP Knowledge Base Article - Public

3138352 - Visit Invites Are Automatically Sent - How To Stop Automatic Determination of Attendees

Symptom

Visit/ Appointment invitations are automatically sent out to contacts which were automatically determined.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Visits work centre view
  2. Ceate a visit and add a customer
  3. A contact person is automatically added
  4. The contact then is also automatically entered as "Attendee" by the system.

Result: a visit or appointment invitation is sent to this attendee automatically after saving.

Cause

The expected behaviour is that during the automatic determination of the contact person, they are added as attendees for visits, in which case the invitation is also sent automatically.

However, you can change the system behaviour via scoping to deactivate this automatic determination.

The contact has to then be added manually - if a contact person is only listed in the contact-related items list, the contact is not added as an attendee of the visit and the invitation is not sent automatically.

Resolution

When you create activities from accounts, leads, and opportunities, you can disable automatic determination of primary contact as attendees or participants for appointments, visits, and phone calls.

Steps to scope and Configure

  1. Go to the Business Configuration work centre
  2. Go to the Implementation Projects view.
  3. Select your project and navigate to Edit Project Scope > Questions > Sales > Account and Activity Management  > Activity Management  Activity Attendees.
  4. Select the In Scope checkbox for the scoping question: Would you like to disable automatic determinations of attendees/participants for activities created from accounts, leads, and opportunities?

See Also

KBA 2810465 - Automatic E-mail Sent By Gmail After Visit Sync

Keywords

KBA , LOD-CRM-ACT-VST , Visit Planning , How To

Product

SAP Cloud for Customer core applications 2111