How to edit the History List View in Sugar 4.5.0f

[jitr1942]

We want to change the Assigned User to the Created By person in the History List View in the Accounts and Contacts modules. By seeing who created the notes we get a snapshot of the account history- e.g. were they sales or service related? - and see the ones we want to open.

Studio does not list the History panel when you select Accounts. When you go to Notes there is no List View option. Does anyone know of a way to edit the History List View header?

Ian Russell
Codeway Ltd
ian.russell@codeway.com

[jitr1942]

We want to change the Assigned User to the Created By person in the History List View in the Accounts and Contacts modules. By seeing who created the notes we get a snapshot of the account history- e.g. were they sales or service related? - and see the ones we want to open.

Studio does not list the History panel when you select Accounts. When you go to Notes there is no List View option. Does anyone know of a way to edit the History List View header?

Ian Russell
Codeway Ltd
ian.russell@codeway.com

In answer to my question, the History panel holds a collection of notes, meetings, etc taht Studio cannot configure. There is no Assigned_User field in Notes so this field remains blank in the list view.

Nevertheless it is useful to know who was responsible for the note, Our workround is put the ioriginator's initials in brackets at the end of the subject, but people often forget to do this. [jit].

Ian Russell
Codeway Ltd
ian.russell@codeway.com