Results 1 to 2 of 2

Thread: My Calls not displaying Contact Name in Related to

  1. #1
    TheBishopOfSoho is offline Senior Member
    Join Date
    Mar 2009
    Posts
    35

    Default My Calls not displaying Contact Name in Related to

    Ive got a bit of a problem with the Related To field in the My Calls dashlet. Basically the Related to Field is displaying the Account name and not the contact name.
    Here is my scenario. I have an account named Acme. I click into Acme and see that I have 7 contacts, one of whom I need to call today at 4. So I click John Does name, click schedule call, set the usual options and save. I go back to my home screen and my calls displays ACME in the related to and not the contact. Why is this and how would I change it to display the correct contact name?

    S

  2. #2
    crsoftware is offline Sugar Community Member
    Join Date
    Jul 2007
    Posts
    33

    Default Re: My Calls not displaying Contact Name in Related to

    When scheduling the call, you'll notice that the default 'Related To' is set to 'Account' and it will be populated by the parent account. The only way I see to make the contact show-up in your home dashlet's Related To column is to select 'Contact' from the Related To drop-down when creating the scheduled call. The thing that sucks about this is that you have to then search for the appropriate contact; it doesn't automatically populate the field with the contact you're on.

    Keep in mind also that if you do change the Related To field to Contact, the scheduled call will only show-up on the contact record. If left at the default value of Account, the call will show-up on both the account and contact screens.

Thread Information

Users Browsing this Thread

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

Similar Threads

  1. Sub- Panels Not Displaying Related Records
    By sanvista in forum Help
    Replies: 2
    Last Post: 2009-04-13, 04:20 PM
  2. get related calls
    By josh.sweeney in forum Developer Help
    Replies: 4
    Last Post: 2009-01-30, 06:35 PM
  3. Dashlet no displaying related to data
    By kinshibuya in forum Help
    Replies: 0
    Last Post: 2008-08-22, 02:41 PM
  4. Replies: 0
    Last Post: 2008-01-25, 10:02 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
  •