Addressing these points will significantly improve how we manage and report meetings

This is very important as the team actively engage in business development so that we can share notes, meeting details etc. in one place.

An additional point is that even if we delete a meeting from the Contacts record, it still shows up in the reporting for meetings held.

We would also like to avoid the need to send an email to the contact - we tend to do this via Teams because this is how we arrange the meeting - and even if we skip the send, it's there on the record and can't be deleted. As a result of rescheduling and cancellations, there may be several of these emails which were never sent and can't be deleted on the contacts email history

That's a must have really to properly track sales activity, worth mentioning the following as well:
- When scheduling a future meeting, you are prompted to send an email which you "Skip", but it seems even if you skip that step the email gets logged as sent which means we are logging wrong information.
- We can delete a meeting in case the date changed but we can't delete the email associated with it.

We have a number of suggestions for the reporting of meetings. We would like to be able to accurately report on:

- meetings arranged this week (for some time in the future)
- meetings taking place this week
- meetings that took place last week, with their associated meeting notes

Sales meetings are regularly rescheduled or cancelled. The current reporting approach means that we can't get rid of any cancelled meeting in reporting - it still shows up as being a meeting that took place, which is inaccurate and misleading. We also can't reschedule a meeting for a later date, we have to create a second meeting, which knocks out all the statistics about meetings held.

There is a previous suggestion on this but the solution simply amends the follow up date of the meeting (ie the date it appears in the diary and the date that follow up reminder appears), it doesn't amend the meeting record itself.

We also can't add the notes of the meeting to the meeting itself, we have to create a further note. This means that we can't report on the meeting, the type of meeting it was and the associated notes that went with it. This could be fixed by allowing the follow up note to have a meeting type and date associated with it.