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Thread: Update History tab to show Calls

  1. #1
    dpuryear is offline Sugar Community Member
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    Default Update History tab to show Calls

    I'm a SugarCRM v5.2 user.

    Okay, in Contacts you have the History tab. For Calls, it will only show Calls closed with the predefined status, like Held, Not Held, etc.

    We added some new status entries, e.g., Left Vmail, and want these to show up in History.

    I don't see how to fix this in SugarCRM via Studio.

    Do we have to modify code or something somewhere?

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Update History tab to show Calls

    You should try the "Reschedule Calls with History" extension here

    This will enable you to log all calls with reasons and show the history in the Call rather than in the history panel

  3. #3
    sugarcane is offline Sugar Community Member
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    Default Re: Update History tab to show Calls

    Hello dpuryear,

    check out this wiki article: http://www.sugarcrm.com/wiki/index.php?title=Sub-panels

    It describes how to modify the code to have calls appear in the history panel based on custom statuses you create.
    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

  4. #4
    dpuryear is offline Sugar Community Member
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    Default Re: Update History tab to show Calls

    That worked like a charm.

    re: the wiki entry, I actually just did:

    != "Planned"

    That way we can see everything.

    Great help, thanks!!

  5. #5
    Hoerr is offline Member
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    Default Re: Update History tab to show Calls

    Having this same issue, tried the Wiki article, but something must have changed in the current version I have installed.

    It says "To show calls with the new status values in the History sub-panel, edit the modules\Calls\subpanels\ForHistory.php file. In the line,..."

    There is no modules\Calls\subpanels\ directory.

    Has this ForHistory.php file moved to a different location?

    Thanks.
    Daniel

  6. #6
    Hoerr is offline Member
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    Default Re: Update History tab to show Calls

    Found it. For anyone applying this fix, in Version 5.5.0a (Build 6659), the ForHistory.php file has moved to:

    modules\Calls\metadata\subpanels

    Rather than

    modules\Calls\subpanels\

    Cheers.
    Daniel

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