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Thread: Add Last Touch Date to Account, Opportunity and Contact Reports

  1. #1
    terraverio is offline Junior Member
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    Default Add Last Touch Date to Account, Opportunity and Contact Reports

    I am learning Sugar. How would one add the most recent touch (either by history or by call) to a contact, account or opportunity report. My need is to review the list, and sort by aging of these dates. (If I add the particular module in, the query lists all the call dates, not just the most recent). Apologies in advance if this has been addressed.

    Bob

  2. #2
    dpatech is offline Sugar Community Member
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    Default Re: Add Last Touch Date to Account, Opportunity and Contact Reports

    I would take the approach of adding a "function" custom field to the vardefs.php for each module (Account, Opportunity, etc). Essentially this new field would require that you write a custom php function to return the value. This php function would then query the database to get the last touch date/time.

    Here is an excellent example of how to do this written by Ken Brill.

    http://developers.sugarcrm.com/tutor...AgingField.pdf
    - Sugar Team
    dpa Technology LLC
    e-mail: dpaDeveloper@dpatechnology.com
    web: http://www.dpatechnology.com

  3. #3
    terraverio is offline Junior Member
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    Default Re: Add Last Touch Date to Account, Opportunity and Contact Reports

    I like the approach. We are currently in an OnDemand instance so likely we don't have the privileges associated to undertake your suggestion. It would seem like a general need for users to drive their activities to contacts, leads or opportunities that are aging. I would hope it might become a feature that an OnDemand user could use. I am deducing there is no work around to get this aging in the existing report module. ~bob

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