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Thread: How to add "Meetings" to "Home" tab?

  1. #1
    Thomasi is offline Sugar Community Member
    Join Date
    May 2006
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    21

    Default How to add "Meetings" to "Home" tab?

    Hello Sugar users out there!

    I am new to Sugar (V 4.2)

    I would like to know, how I can add for example "meetings" list to the "home" view with the field editor.

    I try to follow the manual, but I do not see any items in "Sugar fields" or "Sugar Bin".


    I would highly appreciate an "idiots" step-by-step guide to get an idea what could be wrong...


    Thank you very much in advance for helping me!

  2. #2
    sacramentojoe is offline Sugar Community Member
    Join Date
    Nov 2005
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    447

    Default Re: How to add "Meetings" to "Home" tab?

    Quote Originally Posted by Thomasi
    Hello Sugar users out there!

    I am new to Sugar (V 4.2)

    I would like to know, how I can add for example "meetings" list to the "home" view with the field editor.

    I try to follow the manual, but I do not see any items in "Sugar fields" or "Sugar Bin".


    I would highly appreciate an "idiots" step-by-step guide to get an idea what could be wrong...


    Thank you very much in advance for helping me!
    This is a standard feature on 4.2 (Pro at least).
    On the home page there is the my upcoming appointments. If you create a meeting and make sure that the dropdown meets the meeting criteria, it will show.

  3. #3
    kpit's Avatar
    kpit is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Dec 2005
    Location
    Memphis, TN
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    996

    Default Re: How to add "Meetings" to "Home" tab?

    Just as a footnote My Upcomming Appointments also shows scheduled calls in addition to meetings.
    Cheers,

    Max W. Blackmer, Jr.

    Blog
    Phone: +1 (901) 672-2694



  4. #4
    laurence.taylor is offline Junior Member
    Join Date
    Sep 2006
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    1

    Default Re: How to add "Meetings" to "Home" tab?

    I had this problem as well. Discovered that "My Upcoming Appointments" disappears from the Home page when you disable the Activities tab.

    The following dirty hack will restore "My Upcoming Appointments" to your Home page.

    Open /modules/home/index.php

    Find the following section and comment out one line as shown:

    $home_xtpl = new XTemplate('modules/Home/Home.html');

    $panels = array();
    // LT commented out the IF statement here so that the Upcoming Appointments panel is always shown
    // if(array_key_exists('Activities', $modListHeader))
    $panels['MYAPPOINTMENTS'] = "modules/Activities/OpenListView.php";

    if(array_key_exists('Emails', $modListHeader))
    $panels['MYEMAILS'] = "modules/Emails/ListViewHome.php";

    if(array_key_exists('Opportunities', $modListHeader))
    $panels['MYOPPORTUNITIES'] = "modules/Opportunities/ListViewTop.php";

    if(array_key_exists('Cases', $modListHeader))
    $panels['MYCASES'] = "modules/Cases/MyCases.php";

    ...This seems to work fine, but bear in mind I am a complete newbie to SugarCRM and I don't know whether this is a good way to do things or whether there are any side effects.

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