Display contact / account information on Call page

[Proware]

When adding a call/meting to an account or contact, I would like to automatically display information from the contact such as name, phone number etc.

I have hacked the code to do this but is there a cleaner moreelegant way of doing this.

I could not see any way in Studio for this.

[dpatech]

You can do this in an upgrade-safe manner by using custom extension vardefs, i.e. you can extend the vardefs to include those related fields. What specific fields do you want to show?

[Proware]

For example, Company Name, Phone number, Industry etc

Any information that would be helpful to display to the telemarketer about the account / contact while they are creating a call activity,

[heta]

hi Proware,

as per ur signature u r using 4.5e Professional, so

you need to have fields in call's editview.html which will carry information u need.

and for sqs u need to add new fields to sqs_objects field_list & populate_list array.

and for popup u need to add new fields to popup_picker.html of ur related module. and add new function in popup_helper.js which will assign values to ur new fields.

let me know if u need more information.

hope it works for u.

[roblaus]

Hi,

Yeah, a well known problem that most of the CRM systems have. We are currently experimenting with enhanced studio - this should allow to run subqueries on field level. Unfortunately this solves only half of the problem (if we can make it work) because very often it is not enough just to see an entry of a related table but the agent might want/need to change it as well.

We are currently working on a telemarketing product and this is one of the first and at the same time biggest hurdles to overcome (we are using standard Sugar wherever possible). One solution we are thinking of is to pack all needed fields together at the time when the campaign manager creates the call list for "his" campaign. This would also allow for campaign specific questions directly on the call screen.

But the short answer to your question: No, I don't think there is an easy and elegant way today.

rgds
rl

[Proware]

I would have thought this would be a part of the standard Studio product. Has Sugar thought of doing this?

As for the modifications mentioned, I have actually already done this as it is a requirement for our business.

The problem is 2 fold.

1. It is a pain in the neck each time we upgrade sugar as I need to go through so much source code to carry my mods forward. Any obvious things that could be moved back as part of the standard package would be a great help.

2. The changes I have made plays havoc with Studio which doesn't know how to format my changes and corrupts them and hence, I can't really use Studio on such forms.

[heta]

hi Proware,

to answer ur second point,
studio takes the views from custom/working/modules/MODULENAME/EditView.html

so you have to make sure that ur changes are available in studio view.
if it is not available
open file... modules/Studio/parsers/StudioParser.php
go to function getWorkingFile
change $refresh = true.
Refresh ur studio view.
& find out ur changes in studio view.

do not forget to change the $refresh=false else it will not take effects done through studio.

hope it works.