Results 1 to 4 of 4

Thread: marking Leads as read by assigned user

  1. #1
    mindsweep is offline Member
    Join Date
    Apr 2009
    Posts
    6

    Default marking Leads as read by assigned user

    is there a way to show which leads have been read by the user assigned to them?

    eg a new lead come in via a web form
    the lead is then assigned to Sales Guy 1

    Sales Guy 1 view his list of leads and sees the new lead marked as uread by owner
    He then views or edits the lead
    the lead is then no longer marked as unread by owner

    Can this be done or is there a straight forward way to implement this?

    thanks

  2. #2
    mindsweep is offline Member
    Join Date
    Apr 2009
    Posts
    6

    Default Re: marking Leads as read by assigned user

    solved:

    managed to do this using a after_retrieve logic hook to mark lead as read after viewed by owner and then save it plus a before_save logic hook to mark a lead as unread if the owner is changed

  3. #3
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
    Join Date
    Dec 2005
    Location
    Minnesota
    Posts
    2,343

    Default Re: marking Leads as read by assigned user

    Absolutely, great way of doing it!

  4. #4
    mindsweep is offline Member
    Join Date
    Apr 2009
    Posts
    6

    Default Re: marking Leads as read by assigned user

    have discovered an issue with this

    if change read by flag in after_retrieve and the save the lead, the leads email address is lost (still in the database but retireved with the lead) and any custom form fields are not displayed when lead view is returned to browser

    the custom fields will be shown if i refresh the page but it is not a good thing
    email address does not come back

    will post new thread in developer help

Thread Information

Users Browsing this Thread

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

Similar Threads

  1. how to make assigned to and created by read only
    By kasperd in forum Developer Help
    Replies: 2
    Last Post: 2009-02-19, 03:42 PM
  2. How to make a user read-only?
    By al3 in forum Help
    Replies: 2
    Last Post: 2009-02-02, 06:12 PM
  3. Replies: 0
    Last Post: 2008-12-22, 09:58 AM
  4. IMAP stop marking as read??
    By tjfayaz120 in forum Help
    Replies: 3
    Last Post: 2007-04-14, 10:39 PM
  5. Replies: 3
    Last Post: 2005-03-06, 11:38 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
  •