Results 1 to 4 of 4

Thread: Showing preview or full view of notes/emails in history tab, SugarCRM CE 5.2.0a

  1. #1
    NYR2000 is offline Member
    Join Date
    Mar 2009
    Posts
    5

    Default Showing preview or full view of notes/emails in history tab, SugarCRM CE 5.2.0a

    Hello everyone!

    I tried to search for this, but it seems noone posted about this before.

    In history tab in leads/accounts/opportunities modules I would like to be able to see a preview or maybe even a full view of each item, i.e. emails, notes, etc. without clicking on 'view summary' button to open up a history pop-up window every time.

    Is this doable? If so, where should I start? What files/settings to modify?

    I am using SugarCRM CE, 5.2.0a

    Thanks in advance.

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
    Join Date
    Aug 2006
    Location
    UK
    Posts
    2,379

    Default Re: Showing preview or full view of notes/emails in history tab, SugarCRM CE 5.2.0a

    It's not achievable using the native business logic

    However, a mouseover and ajax would be a nice way to do this

    Let me know if you get it done ... it would be a nice function ... we've done similar with calendars and meetings so it's very do-able

  3. #3
    NYR2000 is offline Member
    Join Date
    Mar 2009
    Posts
    5

    Default Re: Showing preview or full view of notes/emails in history tab, SugarCRM CE 5.2.0a

    Thank you for your reply, I will try this.

    In the meantime, as a temporary solution, where would I add script to automatically pop-up a window that opens if I click 'View Summary' button in the history tab? I want it to be opened automatically as soon as I open lead/opportunity/account details so that I don't have to click on it.

  4. #4
    avunguyen is offline Junior Member
    Join Date
    Sep 2010
    Posts
    2

    Default Re: Showing preview or full view of notes/emails in history tab, SugarCRM CE 5.2.0a

    Hey, I was wondering if you got this working, I'm also looking for a view of all the expanded notes under an account.

    Thanks,

    AVN

Thread Information

Users Browsing this Thread

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

Similar Threads

  1. Migrating Notes/History from ACT! to SugarCRM
    By fuel37 in forum General Discussion
    Replies: 4
    Last Post: 2008-04-15, 02:18 AM
  2. Expanded Notes/History in Case Print View
    By paulb in forum Feature Requests
    Replies: 0
    Last Post: 2006-02-17, 03:42 PM
  3. Expanded Notes/History in Case Print View
    By paulb in forum General Discussion
    Replies: 0
    Last Post: 2006-02-16, 12:20 PM
  4. Replies: 3
    Last Post: 2005-10-31, 08:31 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
  •