{"id":1845,"date":"2026-06-17T07:02:05","date_gmt":"2026-06-17T07:02:05","guid":{"rendered":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-modulul-meetings-in-sugarcrm\/"},"modified":"2026-07-25T20:44:42","modified_gmt":"2026-07-25T18:44:42","password":"","slug":"cum-gestionez-modulul-meetings-in-sugarcrm","status":"publish","type":"docs","link":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-modulul-meetings-in-sugarcrm\/","title":{"rendered":"Cum gestionez modulul Meetings in SugarCRM?"},"content":{"rendered":"<p>Modulul <strong>Meetings<\/strong> al aplica\u0163iei <strong>SugarCRM CE<\/strong> v\u0103 ofer\u0103 o modalitate simpl\u0103 de gestionare a \u00eent\u00e2lnirilor. Exist\u0103 c\u00e2teva moduri de a programa o \u00eent\u00e2lnire iar \u00een acest tutorial v\u0103 vom ar\u0103ta cum s\u0103 face\u0163i acest lucru.<\/p>\n<h2 id=\"1-accesarea-paginii-meetings\"><strong>1. Accesarea paginii Meetings<\/strong><\/h2>\n<p>Pentru a gestiona \u00eent\u00e2lnirile organiza\u021biei dvs. accessati pagina dedicata de unde pute\u0163i vizualiza toate \u00eent\u00e2lnirile programate. Pentru a accesa pagina respectiv\u0103, va trebui s\u0103 naviga\u021bi la <strong>Activities &gt; Meetings<\/strong>.<\/p>\n<p>Da\u021bi click pe linkul <strong>Meetings<\/strong> ve\u021bi fi redirec\u021bionat c\u0103tre pagina cu vizualizarea tabelului pentru toate \u00eent\u00e2lnirile ad\u0103ugate la \u00een SugarCRM CE.<\/p>\n<h2 id=\"_1\"><\/h2>\n<h2 id=\"2-programarea-unei-intalniri-meeting\"><strong>2. Programarea unei \u00eent\u00e2lniri (Meeting)<\/strong><\/h2>\n<p>Pentru a programa o nou\u0103 \u00eent\u00e2lnire da\u0163i click pe linkul <strong>Schedule a Meeting<\/strong> din bara <strong>Actions<\/strong> din partea de sus<\/p>\n<p>Acest link v\u0103 va redirec\u021biona c\u0103tre o nou\u0103 pagin\u0103 unde ve\u021bi putea configura un nou <strong>Meeting<\/strong> pe care \u00eel programa\u021bi. Op\u021biunile disponibile sunt:<\/p>\n<ul>\n<li><strong>Subject<\/strong> &#8211; Obiectul \u00eent\u00e2lnirii<\/li>\n<li><strong>Status<\/strong> &#8211; Statusul \u00eent\u00e2lnirii<\/li>\n<li><strong>Start Date<\/strong> &#8211; Data de \u00eencepere a \u00eent\u00e2nirii<\/li>\n<li><strong>Related to<\/strong> &#8211; Related module record<\/li>\n<li><strong>End Date<\/strong> &#8211; Data \u00eencheierii \u00eent\u00e2lnirii<\/li>\n<li><strong>Location<\/strong> &#8211; Loca\u0163ia \u00eent\u00e2lnirii<\/li>\n<li><strong>Duration<\/strong> &#8211; Durata \u00eent\u00e2lnirii<\/li>\n<li><strong>Reminders<\/strong> &#8211; Dac\u0103 este necesar\u0103 setarea de memento-uri<\/li>\n<li><strong>Description<\/strong> &#8211; C\u00e2teva cuvinte cu privire la \u00eent\u00e2lnire<\/li>\n<\/ul>\n<p>Odat\u0103 ce sunte\u021bi gata cu set\u0103rile generale <strong>Overview<\/strong>\u00a0pute\u021bi trece la celelalte sec\u021biuni de set\u0103ri \u00een care ve\u021bi putea atribui un angajat pentru acea \u00eent\u00e2lnire \u0219i\u00a0 s\u0103 trimite\u0163i invita\u0163ii la meeting. C\u00e2nd sunte\u021bi gata cu toate set\u0103rile, face\u0163i click pe butonul <strong>Save<\/strong>, pentru a putea programa \u00eent\u00e2lnirea.<\/p>\n<h2 id=\"3-editarea-si-stergerea-unei-intalniri\"><strong>3. Editarea \u015fi \u015ftergerea unei \u00eent\u00e2lniri<\/strong><\/h2>\n<p>Pentru a edita o \u00eent\u00e2lnire\u00a0 va trebui s\u0103 accesa\u021bi pagina principal\u0103 a modulului <strong>Meetings<\/strong> \u0219i s\u0103 g\u0103si\u021bi \u00eent\u00e2lnirea pe care dori\u021bi s\u0103 o modifica\u021bi folosind modulul <strong>Search<\/strong> din partea de sus a listei <strong>Meetings<\/strong>.<\/p>\n<p>\u00cen continuare, face\u021bi click pe butonul mic \u00een form\u0103 de creion \u0219i ve\u021bi fi redirec\u021bionat c\u0103tre aceea\u0219i pagin\u0103 pe care a\u021bi utilizat-o pentru a programa o \u00eent\u00e2lnire, cu toate c\u0103 majoritatea c\u00e2mpurilor de configurare sunt deja completate. Modifica\u021bi\/Edita\u0163i c\u00e2mpurile \u00een func\u0163ie de dorin\u0163a dvs., apoi click pe butonul <strong>Save<\/strong> pentru a salva modific\u0103rile pe care le-a\u021bi efectuat.<\/p>\n<p>Pentru a <strong>\u0219terge o \u00eent\u00e2lnire<\/strong>\u00a0va trebui din nou s\u0103 utiliza\u021bi modulul de c\u0103utare pentru a g\u0103si meeting-ul \u00een cauz\u0103 \u0219i apoi va trebui s\u0103 \u00eel selecta\u021bi pentru \u0219tergere, f\u0103c\u00e2nd click pe caseta de selectare mic\u0103 situat\u0103 \u00eenainte de informa\u021biile meeting-ului respectiv. \u00cen final va trebui s\u0103 face\u021bi click pe pe butonul <strong>Delete<\/strong> din partea de sus a tabelului cu \u00eent\u00e2lnirile (Meetings).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Modulul Meetings al aplica\u0163iei SugarCRM CE v\u0103 ofer\u0103 o modalitate simpl\u0103 de gestionare a \u00eent\u00e2lnirilor. Exist\u0103 c\u00e2teva moduri de a programa o \u00eent\u00e2lnire iar \u00een acest tutorial v\u0103 vom ar\u0103ta cum s\u0103 face\u0163i acest lucru. 1. Accesarea paginii Meetings Pentru a gestiona \u00eent\u00e2lnirile organiza\u021biei dvs. accessati pagina dedicata de unde pute\u0163i vizualiza toate \u00eent\u00e2lnirile programate. &#8230; <a title=\"Cum gestionez modulul Meetings in SugarCRM?\" class=\"read-more\" href=\"https:\/\/www.hostx.ro\/kb\/cum-gestionez-modulul-meetings-in-sugarcrm\/\" aria-label=\"Cite\u0219te mai multe despre Cum gestionez modulul Meetings in SugarCRM?\">Cite\u0219te mai mult<\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"whmcs_kb_id":1637,"footnotes":""},"doc_category":[177],"doc_tag":[227,456,254,457],"class_list":["post-1845","docs","type-docs","status-publish","hentry","doc_category-sugarcrm","doc_tag-configurare","doc_tag-crm","doc_tag-management","doc_tag-sugarcrm"],"year_month":"2026-11","word_count":474,"total_views":"21","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Adrian Firican","author_nicename":"techeditor1","author_url":"https:\/\/www.hostx.ro\/kb\/author\/techeditor1\/"},"doc_category_info":[{"term_name":"SugarCRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-category\/sugarcrm\/"}],"doc_tag_info":[{"term_name":"configurare","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/configurare\/"},{"term_name":"CRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/crm\/"},{"term_name":"management","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/management\/"},{"term_name":"SugarCRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/sugarcrm\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Gestionare Meetings \u00een SugarCRM - Tutorial Complet - Centrul de suport HostX<\/title>\n<meta name=\"description\" content=\"Ghid complet pentru gestionarea modulului Meetings \u00een SugarCRM CE. 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