Details about this thread
  • State Not Answered
  • Replies 6 replies
  • Subscribers 293 subscribers
  • Views 2122 views
  • Users 0 members are here
Related content from around SugarClub

last contact date

sheela viswanathan

Hi 

  Create a field , with last contact date , from meeting and calls submodule under opportunity .

Relatedmaxdate returns only one module date field , in this case , it is from two sub module , whichever date is latest , that date should be returned in "LAst contact Activity"

Any idea how to achieve this

Parents
  • 0

    Hi sheela viswanathan 

    The solution depends on version of your SugarCRM instance.

    If yours is ENT you can create a Process Author definition.

    If yours is PRO you can create a Workflow process.

    If yours is CE you can create a logic hook before_save on activities modules.

    Kind regards 

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • 0 in reply to André Lopes

    Hi , we are at 7.7 sugar enterprise .

    Could you please explain more on the process author or workflow definition

    Thanks

    Cheers,

    Sheela Viswanathan

    CRM Specialist

    TEL: 416.493.0039 x 562 , 647-361-4413  <416.493.0039>

    sheela_viswanathan@dealer-fx.com | www.dealer-fx.com

    CONFIDENTIALITY NOTICE: This email, including any attachments, may contain

    information that is confidential and/or privileged. Any unauthorized

    disclosure, copying or use of this email is prohibited. If you are not the

    intended recipient, please notify the sender by reply email or telephone

    call and permanently delete this email and any copies immediately.

    AVIS DE CONFIDENTIALITÉ : ce courriel, ainsi que les pièces jointes,

    peuvent contenir des renseignements confidentiels ou couverts par le secret

    professionnel. Toute divulgation, copie ou utilisation non autorisée de ce

    courriel est formellement interdite. Si vous n’êtes pas la personne à qui

    ce courriel est adressé, veuillez en aviser immédiatement l’expéditeur par

    retour de courriel ou par téléphone, puis supprimer ce courriel et toute

    copie en votre possession de façon permanente.

    On Mon, Jun 12, 2017 at 4:27 PM, André Lopes <sugarcrm-public@jiveon.com>

Reply
  • 0 in reply to André Lopes

    Hi , we are at 7.7 sugar enterprise .

    Could you please explain more on the process author or workflow definition

    Thanks

    Cheers,

    Sheela Viswanathan

    CRM Specialist

    TEL: 416.493.0039 x 562 , 647-361-4413  <416.493.0039>

    sheela_viswanathan@dealer-fx.com | www.dealer-fx.com

    CONFIDENTIALITY NOTICE: This email, including any attachments, may contain

    information that is confidential and/or privileged. Any unauthorized

    disclosure, copying or use of this email is prohibited. If you are not the

    intended recipient, please notify the sender by reply email or telephone

    call and permanently delete this email and any copies immediately.

    AVIS DE CONFIDENTIALITÉ : ce courriel, ainsi que les pièces jointes,

    peuvent contenir des renseignements confidentiels ou couverts par le secret

    professionnel. Toute divulgation, copie ou utilisation non autorisée de ce

    courriel est formellement interdite. Si vous n’êtes pas la personne à qui

    ce courriel est adressé, veuillez en aviser immédiatement l’expéditeur par

    retour de courriel ou par téléphone, puis supprimer ce courriel et toute

    copie en votre possession de façon permanente.

    On Mon, Jun 12, 2017 at 4:27 PM, André Lopes <sugarcrm-public@jiveon.com>

Children