Can you add related cases to Accounts timeline dashlet?

Hello,

I've been reading about the Timeline Dashlet (https://support.sugarcrm.com/documentation/sugar_versions/13.0/ent/application_guide/user_interface/dashboards_dashlets/sugar_dashlets/#Timeline_Dashlet).

The Timeline Dashlet only allows you to see related records for Account Updates, Calls, Meetings, Tasks, Notes and Emails. It doesn't allow you to view Case records in the timeline.

Does anyone know if there are settings that can be changed in Admin to facilitate this or if it would require custom dev?

Thanks very much,

Sage

Parents

0 Raye Clemente over 1 year ago

Hi Sage,

Thanks for contacting SugarCRM!

This is possible in 13.2! You can select up to 10 related modules to see in the timeline. If you're on Sugar Cloud, you may be on 13.2 and can see the documentation here: https://support.sugarcrm.com/documentation/sugar_versions/13.2/sell/administration_guide/developer_tools/studio/#Configuring_Timeline

If you host your own Sugar, you will likely have to wait for Sugar 14, but it will be coming to our On-Site customers as well soon!

Let me know if you have any other questions. I'm happy to help!

-Raye
0 Sage Michaels over 1 year ago in reply to Raye Clemente

Hi Raye,

Thanks very much for this and for the link to the documentation. We've got 13.2 but for some reason when I try clicking on Timeline in studio it's not taking me to the next view to select the options.

I will raise with our partner developers - was just hoping to be able to do myself :)

Thanks

Reply

0 Sage Michaels over 1 year ago in reply to Raye Clemente

Hi Raye,

Thanks very much for this and for the link to the documentation. We've got 13.2 but for some reason when I try clicking on Timeline in studio it's not taking me to the next view to select the options.

I will raise with our partner developers - was just hoping to be able to do myself :)

Thanks

Children

+1 Raye Clemente over 1 year ago in reply to Sage Michaels

Hey Sage,

I think you might be experiencing an issue that is fixed in 13.3 (coming very soon!), could you try clicking Timeline from the left-hand pane with the folder structure in Studio? As opposed to clicking the Timeline icon?

Let me know how it goes!

-Raye