Results 1 to 8 of 8

Thread: History Subpanel Not Complete

  1. #1
    jkitsmiller is offline Sugar Community Member
    Join Date
    May 2007
    Location
    Austin, TX
    Posts
    27

    Default History Subpanel Not Complete

    LAMP, SugarCRM 4.5.1e

    I seem to have a problem with the History subpanel and it doesn't show all the history of a contact.

    If I click on View Summary everything is listed, calls, emails, etc. But not everything shows up without clicking View Summary.

    Any help would be appreciated.

    John

  2. #2
    jmaxwell is offline Sugar Community Member
    Join Date
    Jul 2005
    Posts
    51

    Default Re: History Subpanel Not Complete

    Check permissions, sometimes that can hide stuff depending on the user / owner / team.

  3. #3
    jkitsmiller is offline Sugar Community Member
    Join Date
    May 2007
    Location
    Austin, TX
    Posts
    27

    Default Re: History Subpanel Not Complete

    I am actually an admin.

  4. #4
    jkitsmiller is offline Sugar Community Member
    Join Date
    May 2007
    Location
    Austin, TX
    Posts
    27

    Default Re: History Subpanel Not Complete

    Ok, a little more information on this.

    We have added some additional Status types for Calls, namely Left Message and Attempted.

    These are not showing up in History as it seems History will only show Planned and Completed. We have tried to figure out where in the code you can determine what is shown, but can't find it.

    If anyone can help with how to define what Status types are shown in History I would really appreciate it.

    John

  5. #5
    Deuce is offline Sugar Community Member
    Join Date
    Aug 2006
    Location
    California
    Posts
    66

    Default Re: History Subpanel Not Complete

    Look in /modules/History/layout_defs.php
    Seems it's hardcoded in there which types to show.

  6. #6
    jkitsmiller is offline Sugar Community Member
    Join Date
    May 2007
    Location
    Austin, TX
    Posts
    27

    Default Re: History Subpanel Not Complete

    Thanks, that is some progress.

    I am no coder so I apologize if I am missing something basic.

    I changed the line to

    where' => "(calls.status='Held' OR calls.status='Left Message' OR calls.status='Completed' OR calls.status='Attempted')

    and it still doesn't seem to pull those additional status types into the History.

  7. #7
    simple is offline Sugar Community Member
    Join Date
    Jul 2005
    Posts
    259

    Default Re: History Subpanel Not Complete

    You have to change it in the file modules/Meetings/subpanels/ForHistory.php
    Cheers Pascal
    Simplicity GmbH

  8. #8
    jkitsmiller is offline Sugar Community Member
    Join Date
    May 2007
    Location
    Austin, TX
    Posts
    27

    Default Re: History Subpanel Not Complete

    Quote Originally Posted by simple
    You have to change it in the file modules/Meetings/subpanels/ForHistory.php
    Perfect! The one I really wanted was in modules/Calls/subpanels, but you got me there by explaining where this was.

    Thanks so much!

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 2
    Last Post: 2009-08-07, 11:59 AM
  2. Replies: 1
    Last Post: 2007-09-12, 11:55 AM
  3. Description in History subpanel
    By GlowJoe in forum Help
    Replies: 0
    Last Post: 2006-08-30, 10:30 PM
  4. Replies: 3
    Last Post: 2006-07-18, 10:22 AM
  5. Customizing history subpanel
    By sylvaindoc in forum Help
    Replies: 1
    Last Post: 2006-04-14, 01:09 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •