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Thread: History display ?

  1. #1
    HikoFrance is offline Junior Member
    Join Date
    Jun 2011
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    Default History display ?

    Hi everyone,

    I'm facing a problem while using SugarCRM 6.2: in fact, I would like to have ALL the history of an Accounts when I'm getting in his summary page.
    For example: I have an Accounts 'LAMBDA' with a Contact 'M.Nicolas'. If M.Nicolas had a meeting, I would like this meeting to appear in the 'LAMBDA' summary page in the History or the Activities Pannel instead of getting in the summary page of 'M.Nicolas'

    Is it possible to configure Sugar in this way ?

    Another thing: When adding a participant to a meeting, is it possible to modify the search pannel to add the Accounts field ?

    Thanks for your answers.

    Regards,

    HikoFrance
    Last edited by HikoFrance; 2011-06-17 at 08:22 AM.

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Jul 2006
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    São Paulo - Brazil
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    8,335

    Default Re: History display ?

    Hi Hiko

    For History on Summary page the option is an easy implementation but non upgrade safe: customize script modules/Activities/Popup_picker.php the way it fetch records related to contacts too.

    Regarding adding participant in a meeting, this requires a lots of customization into php and javascript files and it requires good skills on sugarcrm, php and javascript.

    Regards
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
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    Lampada Global delivers offshore software development and support services to customers around the world.
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