See everything in a single timeline view which helps you to keep track of key business events and gives you the means to specify what exactly constitutes a key business event for your company. Best of all, it works great on all devices. Get even more value by tracking and displaying key business events that matter to your specific business.
#1909 - Questions about History Timeline / Potential Change Request
Two questions which may be a feature or change request: 1. What is the rationale to have 'Days Untouched' on Notes? Does anyone use this information or is it more user friendly to remove it? Usually notes are there to document something against a lead/account/opportunity. 2. What is the rationale to have "days untouched" on meetings. It would be far more useful to see "Meeting $Held/Not Held/$ X days ago" or if in the future "Meeting $Planned$ in X days". Where $VAR$ is the variable from the meeting status drop down list.
See attached. Many thanks! Excellent plugin, by the way, it is definitely a functionality which can really help CRM users to see the timeline of communications.
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"Excellent plugin displaying the history timeline of communications. I am really pleased. It should be incorporated of the main-line code of SuiteCRM t..." - R&D Tax Solutions
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5 years ago
Thanks for your questions,
We always listen from the contributions of everyone to improve the product, bring value to the community, many thanks for your suggestion. If you think this add-on helpful please help we share to everyone can use it.
Thanks, Nhat
5 years ago
5 years ago
Implemented in v1.2.5
5 years ago
1 is implemented and works great. thank you.
Could you please also implement idea #2 for meetings and tasks? Replace "days untouched" on CRM Meetings and Tasks, with "Meeting/Task $Held/Not Held/$ X days ago". Or if meeting/task is in the future "Meeting/Task $Planned$ in X days". Where $VAR$ is the variable from the meeting/task status drop down list.
5 years ago
Hi,
We have implemented for Meetings module. Can you verify again. We have ignore some case will not display in activity if. Date Start in the future but has status is 'Not Held' or 'Held'. About Tasks, We will do. However, Tasks did not 'Not Held' or 'Held' status. It just has 'Not Started', 'In Progress', 'Completed', 'Pending Input', 'Deferred'. Don't worry, We will implement for Tasks module base on these status. We will send email notify new release for you once done.
Thanks, Nhat
5 years ago
Yes juste tested for Meetings and it looks very good!! See screenshots for mintor spelling corrections - in red.
5 years ago
Correct spelling for Meeting, implement for Task in v1.2.6
5 years ago
Tested and resolved. Thank you!