Sort by Last History Entered

[leemoney24]

Hello,

I was wondering if anyone knew if it was possible to display the "Last History" date. For instance, i have all my opportunities lined up...but I don't know which ones i've contacted lately until i open each one up and determine when my last email, phone call, etc. was.

If I could display the "Last History Date" and sort, that would be fabulous. More specifically, its the modified date of the last History entry for the selected opportunity.

I'm using 5.1.0b and Community Edition.

Leland

p.s. thank you SugarCRM

[roblaus]

Unfortunately there is no easy way in CE. The reason is that different activity types reside in different tables and are brought together "artificially" through a function.
Your best bet is a small fix that fills a (new) date field "last contact" on the opportunity each time a related activity is created/updated. Not a big deal.

[andopes]

Hi Leland

You can do the following:

1. Create an extended vardefs for Opportunities: custom/Extension/modules/Opportunities/Ext/Vardefs/vardefs.ext.php
Inside this file you can define the field last_history_date (date, non-db, just like date_closed);
2. Go to Admin -> Repair -> Rebuild Extension
3. Create a logic_hook process_record for Opportunities where you will fill in this field which the earlier history date.

This suggestion is easy to do but it will make the Opportunities ListView a bit slow because for each Opportunity record SugarCRm will need to process the last_history_date.

There is another suggestions which will not affect the Opportunities ListView performance but will require more customization:
1. Create a custom field into Opportunities (last_history_date, date)
2. Create a logic_hook before_save for all modules under History Subpanel
This logic_hook will check if this record is related to a Opportunity, if yes it retrieves the Opportunity and update the last_history_date.

That is it.

Regards

[leemoney24]

gentleman, thank you for giving me some good ideas to consider. would a custom module be appropriate for something like you have suggested? I haven't investigated the custom modules much.

Leland

[andopes]

Hi Leland

Lets focus on Option 2:

There is another suggestions which will not affect the Opportunities ListView performance but will require more customization:
1. Create a custom field into Opportunities (last_history_date, date)
2. Create a logic_hook before_save for all modules under History Subpanel
This logic_hook will check if this record is related to a Opportunity, if yes it retrieves the Opportunity and update the last_history_date.

For a custom module, you may either create a custom field, if you don't know how to create a field into vardefs, or create a field directly on vardefs.

All other tasks are the same.