Meeting / Call with multiple participants

[roblaus]

Hi,

I am setting up a conference call with say 3 external participants (module activities, new call in v. 5g)
Problem 1: I can use contacts and users only, no leads
Problem 2: I put all three participants on my planning table but after I save the activity I have three entries in my call list, each of them showing the same contact (the first one I added).

I do understand (technically) where this is coming from but it is extremely confusing. Is there an (easy) possibility to either show just one call entry or to show the "real" contact or to at least replace the contact entry by something like "multiple"?
Because inevitably the user tries to delete the first redundant entry but is then left with no entries at all.
With my limited knowledge of SQL I'd say that a group by user, time in the call/meeting list should do the trick.

[edit]: interesting. In 5.1 I can add leads as well AND only contacts multiply the entries in the call&meeting list. Leads do not. Smells like a solution but with a bug. Or?

Any opinions?

thx & rgds
rl

[andopes]

Hi Robert

To display Leads you have to edit the file jssources/src_files/modules/Meetings/jsclass_scheduler.js

Replace the line

var query = {"modules":["Users","Contacts"],"group":"and","field_list":['id','full_name','email1','phone_work'],"conditions":conditions};

For this one:

var query = {"modules":["Users","Contacts","Leads"],"group":"and","field_list":['id','full_name','email1','phone_work'],"conditions":conditions};

I didn´t understand the issue regarding the "Problem 2".

Can you explain again and describe the work flow?

Cheers

[roblaus]

Hi André,

Tx for the reply.

Problem 2 comes from the fact that Sugar displays relations rather than records (in some instances). Here I create a call/meeting and in the planning section I choose 3 contacts whom I want to invite to participate. Means they all appear as contacts in the subpanel underneath the call meeting. And each of them has the activity related too. But If I look at my call/meeting list view I see the same activity 3 times, once for each participant. Each activity shows the same contact in the list view - the one that I have assigned first. I'll attach a print...
In 5.1 the same happens but with contacts only. Leads are suppressed and I see the entry only once.

I saw that you understand some German so it shouldn't be too difficult.

[andopes]

Hi Robert

I'm not sure this is the default behavior of Inviting Contacts/Users.
I'll try to reproduce it in some system and then I'll give you a feed back.

Best regards.

[davidfeeley]

This is still an issue on an out-of-the-box sugarondemand professional edition trial.

Its a pretty big drawback for meetings & calls with > 1 participant to be listed multiple times in the Activities list view. Anyone got a workaround for this?

thanks