Situation: EspoCRM v9.3.4 with Sales pack 4.0.11 and Advanced Pack 3.12.1
Entities involved: Lead, Account, Opportunity and their links to Call, Meeting, Email.
For the above entities, when adding a new Email/Meeting/Call as an Activity, or logging a previous Email/Meeting/Call in the History, the prompt under the [...] in each case uses the NAME of the Call/Meeting/Email entity rather than the LABEL of the entity. This means that with our changed labels, the UI is inconsistent.
Therefore within the Activities side-bar of a Lead, Account, or Opportunity:
Compose [Entity = Call; Name = Call; Label = Call or Meeting] Call
should be
Compose [Entity = Call; Name = Call; Label = Call or Meeting] Call or Meeting
and
Schedule [Entity = Meeting; Name = Meeting; Label = Relationship Meeting] Meeting
should be
Schedule [Entity = Meeting; Name = Meeting; Label = Relationship Meeting] Relationship Meeting
Likewise for logging historical items.
Interestingly, the three menu [...] items relating to viewing a report on all Call/Meeting/Emails on an entity are consistent and use the Label correctly.
Screenshot attached.
Entities involved: Lead, Account, Opportunity and their links to Call, Meeting, Email.
For the above entities, when adding a new Email/Meeting/Call as an Activity, or logging a previous Email/Meeting/Call in the History, the prompt under the [...] in each case uses the NAME of the Call/Meeting/Email entity rather than the LABEL of the entity. This means that with our changed labels, the UI is inconsistent.
Therefore within the Activities side-bar of a Lead, Account, or Opportunity:
Compose [Entity = Call; Name = Call; Label = Call or Meeting] Call
should be
Compose [Entity = Call; Name = Call; Label = Call or Meeting] Call or Meeting
and
Schedule [Entity = Meeting; Name = Meeting; Label = Relationship Meeting] Meeting
should be
Schedule [Entity = Meeting; Name = Meeting; Label = Relationship Meeting] Relationship Meeting
Likewise for logging historical items.
Interestingly, the three menu [...] items relating to viewing a report on all Call/Meeting/Emails on an entity are consistent and use the Label correctly.
Screenshot attached.
Attached Files