Hello,
I've recently begun to "learn" SugarCRM. Really glad I found it as it appears to be the answer to me prayers
I am attempting to use it for a Utility Bill management project I am working on.
This involves basically creating an account per client, scheduling call backs for them and being reminded about the scheduled call back appointment shortly before it is due.
At the moment I am creating clients using "Leads".
What I am slightly confused about is that when I use "Log Call" to create a "call back appointment" it does not show up in the Activities calendar.
If I create a Task etc. these show up in the calendar just fine, but not Log Call entries.
Is there any way I can make this happen?
I was originally just creating a Task and using that as the call back appointment mechanism but it sadly doesn't allow me to set up reminders like Log Call does and I imagine using Task was probably not the proper way to achieve what I want.
It is vital that when I create a call back appointment that I can see it in the calendar.
If someone could help with this I'd be very grateful.
Thanks,
Tom
P.S.
I am currently using the Community Edition.


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