Merge Calls and Meetings into one module?

I think it would be useful to merge Calls and Meetings into one module.
Maybe consider Tasks also?

I personally miss the old combination of 'Activities' and History' modules (from v1 -> v6.5) that covered all activities outstanding and completed between them, as it simplified both User reporting, and gave a simple single 'timeline' view of latest activities.

Look forward to support or feedback on this one from anyone else that thinks may be useful or has an opinion. :-)

Vincent Amari

Greg Barrass 2 months ago

Not so worried about modules being merged in their own right, but the lack of an Activities and Hstory capability for those modules in s combined manner particularly for Reporting is a major requirement we see all the time.
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Vincent Amari 2 months ago in reply to John Kitsmiller

hi John,
it was part of Sugar OOTB, as mentioned in the main suggestion.
Would be great if you and others voted for this?
thank you
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John Kitsmiller 2 months ago in reply to John Kitsmiller

There is also a Historical Summary and Historical Narrative. The Narrative is all the fine details. But the Summary can be very helpful when looing at an Account.
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John Kitsmiller 2 months ago

I was sold on W-Systems WActivities and WHistory to accomplish this. I also think it should be easier to search and filter history of an Account, Contact, Lead, etc. This functionality should be part of Sugar out-of-the-box.
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Damien Pochon 8 months ago

I support this idea! 2 different modules leads to clutter in the subpanels.

Also, a lot of fields are common to both types of activities. A bit of dependent-field magic and the module would be fine.
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