Cannot easily keep track of past meetings

[ppsm]

Very simple question: how do you keep track of minutes of a meeting with a contact?

I tried to add a note, and in the note I would write the minutes of my meeting with the contact.

But how do I keep track of the meeting date? Unfortunately the event appears in the History list with "Date modified", so if I edit the meeting minutes a week later, the date will be changed to the latter date. It is very difficult to keep track of the history. I know that it is the 1st purpose of a CRM, so there must be a way, right?

[sugarcane]

how do you keep track of minutes of a meeting with a contact?

First, there is a Duration field where you can store hours and minutes. Minutes is a dropdown with hard coded values, so if you want to change these values, you will need to do so in the code (not available in Studio).
Another option would be to create a custom minutes integer field in Studio that you place within the meetings module.

But how do I keep track of the meeting date? Unfortunately the event appears in the History list with "Date modified",

You can add the date created or start date into the History panel, but this will require custom coding. You can take a look at these 2 wiki articles for more information:
http://www.sugarcrm.com/wiki/index.p...story_subpanel
http://www.sugarcrm.com/wiki/index.p...tory_sub-panel

[ppsm]

Small misunderstanding on the 1st point. Meeting minutes = summary notes of the discussions during the meeting, not the number of minutes in the meeting.


Thanks for the couple of links. It is too bad that studio cannot easily customize the history layout.

I had the naive view that the CRM data and customization data was a set of data independent from the software, so that I could easily port my CRM data / customization data to another platform, and easily upgrade CRM versions.

But if I start to edit code, do I lose portability and will I run into problems during CRM version upgrades?

[chrislynch8]

This is what I do and so far I haven't come accross any issues.

I have a meeting, related to a contact. I create the mintues under the meeting that way no matter how often I update the mintues they will also appear under the meeting in which they took place.

If your wondering about keeping track of them in a list view containing all minutes then can you not edit the list view include the created on date and use that to sort?

Rgds
Chris