roll up call history to accounts detail view

Question

Hi, In Sugar 7.x when you add any activity, Calls, Meetings, Task, to an Opportunity it doesn't seem to roll-up to be viewable at the Account detail overview screen. Any idea how to make it so please?

Tony Romano · Accepted Answer

Yes Jonathan, I know it works for Contacts I said that already, and also suggested it should work same way for Opportunities - not just for Calls, but all activities. Lets' say you have a meeting booked regarding an Opportunity. You would create that from within the Meetings subpanel of the Opportunity it relates to, correct? That is after all the reason for these subpanels to exist in the Opportunity view. The same for any Tasks that are related to that Opportunity. So all is well, the information is nicely organised so these activities display with the related Opportunity. Except, none of that is viewable at an Account overview level. So if anyone would like to see if any tasks or meetings or calls are outstanding for that account, they are unable to do so from the main account detail view, they would literally have to go into every Opportunity and look there. And I say 'every Opportunity', because is is very common to have ongoing planned meetings and tasks for closed as well as open Opportunities. I am not the only one asking about this to be fixed, many others have including the following: https://community.sugarcrm.com/message/47431 https://community.sugarcrm.com/message/80292 https://community.sugarcrm.com/message/80106#comment-80106 https://community.sugarcrm.com/thread/24972