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Update task last meeting date from booking invite

Update task last meeting date from booking invite

Your scheduled meetings aren’t logged to client tasks, leaving advisors without meeting context. Keep task fields current so advisors can follow up the same day.

Update task last meeting date from booking invite

Overview

When meetings are scheduled, your client tasks should reflect that instantly so advisors never open stale files. This keeps last-meeting dates and meeting types updated automatically, enabling same-day follow-ups and cleaner client records.

Update task last meeting date from booking invite