MeetingRequests
Captures requests for meetings between field staff and healthcare professionals.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
A unique identifier for the meeting request record, used to track and reference each request within the system. |
| Meeting Request Type | String | True |
The type of the meeting request, such as 'Initial Consultation', 'Follow-Up', 'Strategy Session', classifying the nature of the meeting. |
| Global ID | String | True |
A globally unique identifier for the meeting request, ensuring consistency across systems and easy cross-referencing. |
| Link | String | False |
A URL or hyperlink associated with the meeting request, which can link to an external resource or document relevant to the meeting. |
| Meeting Request Name | String | True |
The name or title of the meeting request, providing a quick reference to the meeting's purpose or topic. |
| Status | String | False |
The current status of the meeting request, such as 'Pending', 'Confirmed', 'Declined', representing the request's state in the workflow. |
| Created By | String | True |
The individual or system that created the meeting request record, providing accountability for its entry into the system. |
| Created Date | Datetime | True |
The timestamp when the meeting request record was created, helping track when the request was first recorded. |
| Last Modified By | String | True |
The individual or system that last modified the meeting request record, ensuring transparency in updates made. |
| Last Modified Date | Datetime | True |
The timestamp of the last modification made to the meeting request record, providing an audit trail of changes. |
| Decline Reason | String | False |
The reason provided for declining the meeting request, if applicable, to understand why the meeting was not accepted. |
| Duration | Decimal | False |
The duration of the meeting request, specified in minutes or hours, indicating how long the meeting is scheduled to last. |
| External ID | String | False |
An external identifier for the meeting request, used for linking to external systems or platforms. |
| Invitee | String | False |
The name of the invitee for the meeting request, typically the person being invited to attend the meeting. |
| Is Hidden? | Bool | False |
Indicates whether the meeting request is hidden from certain views or users, often used for privacy or internal tracking. |
| Meeting Type | String | False |
The type of meeting, such as 'Virtual', 'In-Person', or 'Conference Call', indicating the format of the meeting. |
| Phone | String | False |
The phone number associated with the meeting request, typically the number for contacting the invitee or assignee for phone meetings. |
| Start Datetime | Datetime | False |
The start date and time for the meeting request, indicating when the meeting is scheduled to begin. |
| Status Last Modified DateTime | Datetime | False |
The timestamp of the last modification made to the status of the meeting request, helping track when the status changed. |
| Engage Notification ID | String | False |
An identifier for the engagement notification related to the meeting request, used for tracking notifications sent. |
| Invitee Email | String | False |
The email address of the invitee, used for sending the meeting request or other notifications. |
| Invitee Time Zone | String | False |
The time zone of the invitee, used to schedule the meeting according to their local time. |
| Invitee Locale | String | False |
The locale of the invitee, used to determine language and regional settings for meeting communications. |
| Meeting Request Status | String | False |
The overall status of the meeting request, such as 'Scheduled', 'Cancelled', 'Completed', representing the meeting's progress. |
| Account | String | False |
The account associated with the meeting request, which helps categorize the meeting according to the account it pertains to. |
| Call | String | False |
A reference to the associated call record, if the meeting is part of a call session, providing additional context to the meeting. |
| Assignee | String | False |
The individual assigned to manage or coordinate the meeting request, ensuring that responsibilities are clear. |
| Scheduling Email | String | False |
The email address used for sending scheduling-related communications about the meeting, such as invites or reminders. |
| Owner | String | False |
The owner or person responsible for the meeting request record, ensuring accountability for the management of the meeting. |
| Legacy CRM Id | String | False |
The identifier used in the legacy CRM system to link the meeting request record to earlier records in older platforms. |
| HCP Engage Profile ID | String | False |
The ID of the healthcare professional's (HCP) profile associated with the meeting request, linking the request to the specific profile. |