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Thread: no history for new list entries

  1. #1
    dermartn is offline Member
    Join Date
    Aug 2008
    Posts
    5

    Question no history for new list entries

    hello,

    I made a new list entry for the call-status (call_status_dom). It works fine, BUT in contact tab, there is nothing in the history area, when I created an entry with the new status. But when I view the summary everthing is listet fine!

    any ideas how to see the calls in the history area?

    thanks

    - dermartn

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: no history for new list entries

    The status field for Activities is very important. The closed statuses (which move a Call/Meeting/Task from the Activities panel to the History panel) is hard coded.

    For Calls and Meetings, the following are considered Closed:
    Held
    Not Held

    For Tasks:
    Completed

    Any other statuses you create will be considered open. So if you are not using the above, i suggest recreating them in Studio. Keep the above as the Database name, and for the display name, you can have it set to your new 'closed' statuses.
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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