Relate Activities to Custom Module

[davidhill]

Let me preface this by saying that I'm on the business side of our operation and am trying not to have to customize code - I'm fine using Admin tools such as Studio/Module Builder.

I've created custom modules for a secondary type of relationship that I want to keep separate from our revenue generating Clients.

I am now trying to figure out the best way to create an activity log that tracks details of meetings, phone calls, and e-mail exchanges. It seems that I can't do this without scheduling a call or meeting in the standard activities menu. I am considering modifying the Notes module by adding some fields, but I am running into trouble relating information to the custom module.

Here's what I would like to do:

1)Relate a Note to the custom module I built for these other relationships (call it "A")
2) Be able to select multiple contacts as participants. These would be from another module "B" that I set up to list contacts related to module "A"
3) Be able to select multiple employees from my business as participants.

Is there anyway I can achieve this through Studio or Module Builder, and not have to customize code?

Thanks!

Version 5.0.0g (Build 3391)

[SugarDev.net]

Yes, I think you can do 1 and 2. Not sure about 3, I believe Sugar has blocked Employees subpanels from Studio, technically (with code customisation), 3 isn't a problem.

I think you would benefit from 5.1's module builder. Please consider installing 5.1RC (BESIDES your production installation), and creating your stuff in there. Then, exporting it and installing it in 5.0 (should be compatible).