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Meetings

Overview

Meetings log scheduled meeting interactions and can be attached to any CRM entity (leads, deals, people, organisations, etc.) via a polymorphic relationship. They appear on the entity's activity timeline and support start/end times and optional email/SMS reminders.

Model: VentureDrake\LaravelCrm\Models\Meeting Table: {prefix}meetings (default: crm_meetings)

Attributes

Attribute Type Description
external_id string UUID used in URLs (auto-generated)
name string Meeting subject or title
description text Notes about the meeting
start_at datetime When the meeting starts
finish_at datetime When the meeting ends
reminder_email boolean Send an email reminder before start_at
reminder_sms boolean Send an SMS reminder before start_at
meetingable_type string Polymorphic parent type
meetingable_id integer Polymorphic parent ID
user_owner_id integer User responsible
user_assigned_id integer User the meeting is assigned to

Relationships

Method Type Related Model Description
meetingable() morphTo Lead|Deal|Person|* The entity this meeting belongs to
contacts() morphMany Contact Contacts associated with the meeting
activity() morphOne Activity Activity record on the parent entity's timeline
ownerUser() belongsTo User Owner
assignedToUser() belongsTo User Assigned user
createdByUser() belongsTo User Creator
updatedByUser() belongsTo User Last updater

Reminders

When reminder_email or reminder_sms is set, the laravelcrm:reminders command (scheduled every minute) sends the relevant notification before the meeting's start_at time.

Traits

Trait Description
SoftDeletes Soft delete support
BelongsToTeams Multi-tenant team scoping
HasCrmFields Custom field support
SearchFilters Search and filter capabilities