Creating Calls, Meetings for other Users

[chrislynch8]

Hi,

When I create a Call or a Meeting for another User in the CRM. The Call and Meeting will still show up in my Dashlet even though I have the My Calls and the My Meetings boxes ticked. To see only items that are assigned to me I have to then also select my username for the Assigned User box.

To me this is not right. When I have My Calls or My Meetings ticked, I want to show only Calls and Meetings that are assigned to me? and not ones I create and assign to others.

Rgds
Chris

[ros.vol]

Hello!

You are quite right, but for this you should use dashlet settings among which select from assigned users yourself.


If you create some Task or Call, you are probably responsible for this execution by assigned user - so it's just to be informed how this record going.

[kbrill]

When you create a meeting or call you are added to the invitees list automatically by default.

To remove this functionality you will need to edit these files

modules/Calls/CallFormBase.php and look for this line

 $focus->set_accept_status($current_user, 'accept'); 
  

and comment it out or remove it

then in the jssource/src_files/modules/Meetings/jsclass_scheduler.js find these lines

     if(typeof (GLOBAL_REGISTRY.focus.users_arr) == 'undefined' || GLOBAL_REGISTRY.focus.users_arr.length == 0) {
        GLOBAL_REGISTRY.focus.users_arr = [ GLOBAL_REGISTRY.current_user ];
    } 
  

and comment them out or remove them and then finally in the
modules/Meetings/MeetingFormBase.php and look for this line

 $focus->set_accept_status($current_user, 'accept'); 
  

and comment it out or remove it

You will then have to run a Admin->Repair->Rebuild JS Compressed Files and that should make it so that the person creating the meeting is not automatically joined to it.

Make backups first just in case you need to put it back for some reason.

[chrislynch8]

Thanks for the reply, That is EXACTLY what I required. We have the CRM configured to allow the reception to log Missed Calls and set the Meetings up for the Consultants. THe receptionist has no need to access the meeting or see it, they only set them up and thats that.

I will make your changes and see how they go.

Rgds
Chris

[chrislynch8]

Hi,

I done this and its almost what I require. It still shows the meeting in my My Meetings, so I will have to go into the Dashlet and change that to assigned to me only, the My Items this doesn't do that for me for some reason.

Rgds
Chris

[chrislynch8]

Hi Just on this code fix. It doesn't remove me from the Invitee List. THe record will still show you in My Dashlets and in My Calender

[chrislynch8]

This code doesn't remove the user from teh invitee list, this is what I need to acheive

Rgds
Chris

[chrislynch8]

Thats working now with just one problem.

When I am creating a Call or Meeting for myself I do not see my own Scheduler so therefore I may be double booking etc.

This fix should only kick in if the user (modified_by or created_by) is different from the assigned to.

Rgds
Chris