Contacts->Calls subpanel

[kbrill]

Has anyone else seen this

1)Pull up a Contact DetailView.
2)Go to the activities subpanel and click on Create Call
3)Create a call

Go look at the call and see that it is assigned to the Account the contact belongs to and NOT the contact itself?

If at step 3 you press FULL FORM you see that the call is assigned to a non-existent Opportunity?

[poupoulux]

Hello,

I always go through the full for to assign to other users and it is doing the same to me: Assign to the account and not to the contact.

Same thing for the call, more boring because it doesn't assign to anybody, you must select the contact with the popup ( also with the full form).


Is there anything to do ?

Philippe

[poupoulux]

i

I have the solution from the guy who's name is KML on crm-france forum (the french forum for sugar CRM) :

you must change the following file:
include\generic\SugarWidgets\SugarWidgetSubPanelTo pScheduleMeetingButton.php
on the line 96 :

CODE
// TODO: move this out and get $additionalFormFields working properly
if(empty($additionalFormFields['parent_type']))
{
if($defines['focus']->object_name=='Contact') {
$additionalFormFields['parent_type'] = 'Accounts';
}
you put this instead:
CODE
// TODO: move this out and get $additionalFormFields working properly
if(empty($additionalFormFields['parent_type']))
{
if($defines['focus']->object_name=='Contact') {
$additionalFormFields['parent_type'] = 'Contacts';
$additionalFormFields['parent_name'] = $defines['focus']->name;
$additionalFormFields['parent_id'] = $defines['focus']->id;
}

And it'is working!

Philippe

[poupoulux]

sorry it was for the meetings you must do the same in
include\generic\SugarWidgets\SugarWidgetSubPanelTo pScheduleCallbutton.php

for the calls
Philippe

[salesagility]

Mmmmm ..... this is VERY aggravating

If a Contact is not linked to an Account, when you schedule a call to the contact in Full Form, it won't complete unless the contact is selected ..... even though the call was scheduled through the Contact Activities Sub Panel.

However, if the call is entered using the quick form invoked from the sub panel, it works perfectly ...

Will submit bug report methinks

[salesagility]

Bug number 11282 ... close to problem but doesn't quite encapsulate

[salesagility]

Bug 11385 for fuller description