History Subpanel- Sort by Date Sent/Received

[peteunderwood]

I find myself using the Outlook plug-in at times retroactively... by this I mean, that at the end of the day I sync all appropriate emails back into sugar.

Why do I do this? I send and respond to many emails on my phone, and through Good mobile messaging, I end up with a nice little history that I would like to upload to Sugar.

The Problem:
Everything is sorted on Date Modified in the history panels. This doesn't present a true historical view of the emails to everyone who is looking at the account.

What I would like:
Meetings and email to be sorted on date sent/received.

Is this possible?

[jkitsmiller]

I find myself using the Outlook plug-in at times retroactively... by this I mean, that at the end of the day I sync all appropriate emails back into sugar.

Why do I do this? I send and respond to many emails on my phone, and through Good mobile messaging, I end up with a nice little history that I would like to upload to Sugar.

The Problem:
Everything is sorted on Date Modified in the history panels. This doesn't present a true historical view of the emails to everyone who is looking at the account.

What I would like:
Meetings and email to be sorted on date sent/received.

Is this possible?

I do things exactly the same, have you gotten any advice on a fix?

John

[peteunderwood]

I have opened a case, but have not heard anything yet. I will post any solution they come up with.

[techex]

I also have the same problem...

Plus...

As part our our upgrade to 5.0 the modified date for 3 years of emails were all changed to todays date!!! Now our histories are all but useless.

I've tried using Studio but the history in Accounts is not available to edit...

Rich

[paulgigliotti]

I too would like to the option to edit the view of History under accounts

Has anyone discovered how to edit this?

Also, in line to this -

How do I enable the "assigned to" field under histoy? there's no way to tag who created the note/attachment, and this is something that is important to us.

Anyone with any ideas?

Paul

[peteunderwood]

I received a reply back from support on this one:

This is possible to do, it's basically adding the code block 'date_entered'=>array( 'vname' => 'LBL_DATE_ENTERED', 'width' => '10%', ), to the ForHistory.php subpanels in Calls, Meetings, Emails and Tasks.

[mll]

I received a reply back from support on this one:

This is possible to do, it's basically adding the code block 'date_entered'=>array( 'vname' => 'LBL_DATE_ENTERED', 'width' => '10%', ), to the ForHistory.php subpanels in Calls, Meetings, Emails and Tasks.

I couldn't get this to work, I got an SQL query error. It would be nice if we could edit this in the editor, after all, that's what it's made for, and this wouldn't be removed at next upgrade.

[mll]

OK, I got it to work, here's what I did :

1. searched for all files named ForHistory.php, insert

         'date_entered'=>array(
            'vname' => 'LBL_DATE_ENTERED',
            'width' => '10%',
        ), 
  

into them

2. if you stop here, you'll het a MySQL error 1222, so do the same to /modules/Emails/metadata/subpanels/ForUnlinkedEmailHistory.php

[fredrikwestin]

Problem solved but.. but not solved!

I have the same problem, (together with all other Sugar-users?)
So I did this fix in the History.php-files. But this only did the half trick. Objective was to view "Date Sent".
"Date Created" is not the same and is not what I wanted. I use Outlook and the sync could be weeks/month after Date Sent. So the column Date Created is not helping me to display a relevant history log of e-mails.

Date Sent is probably only valid for e-mails and not for notes etc.

Have someone solved this?
Thank you.

[andopes]

You can use the attribute alias into field definition in ForHistory.php
This way you can create an alias date_sent to the field date end, for example.

Cheers