Meetings
Stores records representing scheduled meetings and meeting occurrences. This table supports appointment coordination, sales engagement tracking, and collaboration scheduling.
Columns
| Name | Type | ReadOnly | Description |
| Accept_Status | String | False |
The acceptance status of the meeting invitation for the current user (for example, 'Accepted', 'Declined', 'Tentative', or 'None'). |
| Accept_Status_Users | String | False |
A list of users, along with their meeting invitation acceptance statuses, that is associated with this meeting. |
| Acl_Team_Names | String | True |
The list of team names that are associated with this meeting record. These names determine visibility and collaboration access. |
| Acl_Team_Set_Id | String | False |
The identifier (Id) of the full team set that is associated with this meeting. Team sets support multi-team sharing. |
| Assigned_User_Id | String | False |
The unique Id of the user who is assigned ownership of this meeting. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned ownership of this meeting. |
| Auto_Invite_Parent | Bool | False |
A Boolean field that returns a value of 'true' when parent-record participants are automatically invited to this meeting. It returns a value of 'false' when auto-inviting is disabled. |
| Base_Rate | Decimal | False |
The currency conversion rate that is applied when financial or resource values must be displayed in multiple currencies. |
| Cj_Activity_Tpl_Name | String | True |
The name of the Customer Journey activity template that is associated with this meeting. |
| Cj_Actual_Sort_Order | String | False |
The actual display or execution order of this activity within the Customer Journey sequence. |
| Cj_Allow_Activity_By | String | False |
The actors or roles that are permitted to complete this activity within the Customer Journey. |
| Cj_Blocked_By_Stages | String | False |
The Customer Journey stages that are blocking progression to this meeting's associated activity. |
| Cj_Momentum_End_Date | Datetime | False |
The date on which momentum scoring for this Customer Journey activity ended. |
| Cj_Momentum_Points | Int | True |
The momentum point value assigned to this activity based on engagement behavior. |
| Cj_Momentum_Ratio | Double | True |
The ratio that reflects the activity's momentum contribution compared with the broader Customer Journey. |
| Cj_Momentum_Score | Int | True |
The total momentum score assigned to this activity as part of Customer Journey progression calculations. |
| Cj_Momentum_Start_Date | Datetime | False |
The date on which momentum scoring for this Customer Journey activity began. |
| Cj_Parent_Activity_Id | String | False |
The Id of the parent Customer Journey activity to which this meeting is linked. |
| Cj_Parent_Activity_Type | String | False |
The type of the parent Customer Journey activity that is associated with this meeting. |
| Cj_Url | String | False |
A URL that links to the Customer Journey context for this meeting, used to review workflow stage progression. |
| Commentlog | String | True |
The log of comments and collaboration notes that is associated with this meeting record. |
| Contact_Id | String | True |
The Id of the contact who is associated with this meeting, when the meeting is tied to a contact record. |
| Contact_Name | String | True |
The display name of the contact who is associated with this meeting. |
| Created_By | String | True |
The Id of the user who created this meeting record. |
| Created_By_Name | String | True |
The display name of the user who created this meeting record. |
| Creator | String | False |
The user who originally created the meeting, which can differ from the record owner. |
| Currency_Id | String | False |
The Id of the currency that is applied to financial or resource-related fields for this meeting. |
| Customer_Journey_Blocked_By | String | False |
The Customer Journey step or condition that is preventing progression until this meeting is completed. |
| Customer_Journey_Points | String | False |
The engagement point value that is assigned to this meeting activity within the Customer Journey progression model. |
| Customer_Journey_Progress | Double | True |
A ratio or percentage value reflecting the lead or contact's overall progress through the Customer Journey. |
| Customer_Journey_Score | Int | True |
A cumulative score representing Customer Journey engagement impact that is associated with this meeting. |
| Date_End | Datetime | True |
The date and time when the meeting ends. |
| Date_Entered | Datetime | True |
The date and time when this meeting record was created. |
| Date_Modified | Datetime | True |
The date and time when this meeting record was last modified. |
| Date_Start | Datetime | False |
The date and time when the meeting begins. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when this meeting record is marked as deleted. It returns a value of 'false' when the record is active. |
| Description | String | False |
A full-text description or meeting summary that provides planning details, discussion notes, or follow-up context. |
| Differentiating_Value_C | String | False |
A value that identifies what differentiates this meeting or its purpose within the engagement or deal cycle. |
| Direction | String | False |
Indicates whether the meeting is oriented around inbound (customer-initiated) or outbound (organization-initiated) communication. |
| Displayed_Url | String | False |
A URL that is displayed as the primary access or join link for the meeting. |
| Dri_Subworkflow_Id | String | False |
The Id of the customer journey subworkflow that is associated with this meeting. |
| Dri_Subworkflow_Name | String | True |
The display name of the subworkflow that this meeting contributes to within the Customer Journey framework. |
| Dri_Subworkflow_Template_Id | String | False |
The Id of the subworkflow template that defines the structure for this Customer Journey stage. |
| Dri_Subworkflow_Template_Name | String | True |
The display name of the subworkflow template that is applied to this meeting. |
| Dri_Workflow_Id | String | False |
The Id of the broader Customer Journey workflow that includes this meeting. |
| Dri_Workflow_Name | String | True |
The display name of the Customer Journey workflow that is associated with this meeting. |
| Dri_Workflow_Sort_Order | String | False |
The execution order of this meeting's associated workflow step within the Customer Journey. |
| Dri_Workflow_Task_Template_Id | String | False |
The Id of the workflow task template that defines this meeting's task characteristics. |
| Dri_Workflow_Template_Id | String | False |
The Id of the primary Customer Journey workflow template that governs this meeting activity. |
| Dri_Workflow_Template_Name | String | True |
The display name of the primary workflow template that is applied to this meeting. |
| Duration_Hours | Int | False |
The duration of the meeting expressed in whole hours. |
| Duration_Minutes | String | False |
The duration of the meeting expressed in minutes for additional precision. |
| Email_Reminder_Checked | Bool | False |
A Boolean field that returns a value of 'true' when the email reminder option is enabled for this meeting. It returns a value of 'false' when reminders are not enabled. |
| Email_Reminder_Sent | Bool | False |
A Boolean field that returns a value of 'true' when the email reminder has already been sent. It returns a value of 'false' when no reminder has been delivered. |
| Email_Reminder_Time | String | False |
The lead time, in seconds, before the meeting start at which an email reminder should be issued. A value of -1 indicates no reminder. |
| Expense_To_Operation_C | Decimal | False |
A cost value that is associated with this meeting for operational expense tracking. |
| External_Id | String | False |
The Id of the meeting in an external calendar, collaboration system, or integrated application. |
| Fnf_Agencies_Meetings_1_Name | String | True |
The name of the related FNF agency that is associated with this meeting through a relationship link. |
| Fnf_Agencies_Meetings_1fnf_Agencies_Ida | String | False |
The Id of the related FNF agency that is associated with this meeting. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following this meeting record. It returns a value of 'false' when the record is not being followed. |
| Host_Url | String | False |
The URL of the host environment or conferencing service that is managing the meeting session. |
| Id [KEY] | String | True |
The Id of this meeting record. The system uses this Id to reference and manage the meeting internally. |
| Internal_Notes | String | False |
Private internal notes that are associated with the meeting, used for planning, coordination, or follow-up. These notes are not intended for external viewing. |
| Invitees | String | True |
A list of participants that are invited to this meeting, which can include users, contacts, leads, or external attendees. |
| Is_Cj_Parent_Activity | Bool | False |
A Boolean field that returns a value of 'true' when this meeting is the parent activity within a Customer Journey workflow. It returns a value of 'false' when the meeting is a child or dependent activity. |
| Is_Customer_Journey_Activity | Bool | False |
A Boolean field that returns a value of 'true' when this meeting is part of a Customer Journey process. It returns a value of 'false' when the meeting is not tied to Customer Journey progression. |
| Join_Url | String | False |
The primary link that attendees use to join the meeting. |
| Location | String | False |
The physical or virtual location where the meeting takes place, such as a conference room, office, or online meeting URL. |
| Locked_Fields | String | True |
The list of fields that are restricted from modification in order to preserve the integrity of the meeting record. |
| Modified_By_Name | String | True |
The display name of the user who last modified this meeting record. This value supports visibility in change history. |
| Modified_User_Id | String | True |
The Id of the user who last modified this meeting record. This value is used to track responsibility for updates. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when the current user has marked the meeting as a favorite. It returns a value of 'false' when it is not marked as a favorite. |
| Name | String | False |
The display name or subject line of the meeting. |
| Outlook_Id | String | False |
The Id of the corresponding appointment in Microsoft Outlook when the meeting is synchronized via the Sugar Outlook Plug-in. |
| Parent_Id | String | False |
The Id of the related record that this meeting is associated with, based on the value of Parent_Type. |
| Parent_Name | String | True |
The display name of the related record that this meeting is associated with. |
| Parent_Type | String | True |
The module type of the parent record that this meeting is associated with (for example, 'Accounts', 'Contacts', 'Leads', or 'Opportunities'). |
| Password | String | False |
The password or meeting access code that is required to join the meeting when secure entry is enabled. |
| Recurrence_Id | Datetime | False |
The date and time of the original meeting instance from which the recurring meeting series is derived. |
| Recurring_Source | String | False |
The system or application source that is responsible for creating the recurring meeting sequence. |
| Reminder_Checked | Bool | False |
A Boolean field that returns a value of 'true' when a meeting reminder has been enabled. It returns a value of 'false' when reminders are disabled. |
| Reminder_Time | String | False |
The number of seconds before the start of the meeting when a reminder occurs. A value of -1 indicates that no reminder is set. |
| Repeat_Count | Int | True |
The number of occurrences in the recurring meeting series. |
| Repeat_Days | String | False |
The days of the month on which the recurring meeting is scheduled to occur. |
| Repeat_Dow | String | False |
The days of the week on which the recurring meeting is scheduled to occur. |
| Repeat_Interval | Int | True |
The interval count that defines how frequently the meeting repeats, based on the repeat type and unit. |
| Repeat_Ordinal | String | False |
The ordinal value (for example, 'First', 'Second', or 'Last') that defines when the recurring meeting occurs within a month or cycle. |
| Repeat_Parent_Id | String | False |
The Id of the first meeting record that is part of the recurring meeting series. |
| Repeat_Selector | String | False |
A selector value that determines the recurrence pattern that applies to the meeting. |
| Repeat_Type | String | False |
The recurrence pattern type (for example, 'Daily', 'Weekly', 'Monthly', or 'Yearly'). |
| Repeat_Unit | String | False |
The unit of measure (UOM) used by the repeat interval setting (for example, 'Days', 'Weeks', or 'Months'). |
| Repeat_Until | Date | False |
The date on which the recurring meeting series is scheduled to end. |
| Send_Invites | Bool | False |
A Boolean field that returns a value of 'true' when invitations should be sent to participants. It returns a value of 'false' when invitations should not be sent. |
| Sequence | Int | True |
The meeting update sequence number that is used for calendar synchronization in accordance with iCalendar standards. |
| Set_Accept_Links | String | False |
The set of response links that allow invitees to accept, decline, or tentatively respond to the meeting invitation. |
| Start_Next_Journey_Id | String | False |
The Id of the next Customer Journey activity that is initiated when this meeting is completed. |
| Status | String | False |
The current status of the meeting (for example, 'Planned', 'Held', or 'Not Held'). |
| Sync_Key | String | True |
The synchronization key that is used to align this meeting with external systems or calendar providers. |
| Tag | String | False |
The tags that are applied to this meeting for classification, filtering, and grouping. |
| Team_Count | String | False |
The number of teams that are associated with this meeting. |
| Team_Id | String | False |
The Id of the primary team that is associated with this meeting. The primary team defines the default access scope. |
| Team_Name | String | False |
The display name of the primary team that is associated with this meeting. |
| Team_Set_Id | String | False |
The Id of the team set that is associated with this meeting. Team sets allow multiple teams to collaborate on the record. |
| Type | String | False |
The meeting type (for example, 'WebEx', 'Zoom', 'In-Person', or 'Other'). |
| Type_Of_Meeting_C | String | False |
A classification or category value that further describes the meeting's business purpose. |