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Thread: How Can You Display and Account and All The Calls Associated?

  1. #1
    RJPeaker is offline Junior Member
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    Oct 2010
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    Default How Can You Display and Account and All The Calls Associated?

    Hi,

    I'm new to SugarCRM and I'm trying out the CE version prior to deploying it as part of a new business. I cannot however see how you can view a account and all the related calls? One thing I would want to do if a customer rings is to bring up their history of all contacts. calls, cases etc.. but I can't see how the calls element of this would work.

    I've searched the forums, looked in the Wiki and gone through the CE application guide but can't find anything.

    If it's really obvious, could you accept my humble apologies and point it out to me? Or am I missing something that is available in paid-for version?

    Many thanks,

    Richard.

  2. #2
    eitrix's Avatar
    eitrix is offline Sugar Community Member
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    Default Re: How Can You Display and Account and All The Calls Associated?

    no it's all in community edition.

    When you go to account, in the detailview of an account you have subpanel activities. When you click there like log call and fill in data and save, can you see it?

    try with date of call in future like planed and in past like held.

    If none of them show there you need to fix somethign
    CRM Software Engineer
    Eontek - www.eontek.rs

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