Telephone records

[jpennington]

I have several person type modules in my espocrm. Essentially, we use lead and contact, but we have several other types that are completely separate modules. We need to be able to make a connect to a telephone record in the same manner that leads and contacts work. We have relationships established, but have been unable to adjust the dialogue box used to log calls while working in a specific record.

Is this something that has to be accomplished through programing?

Any help would be great?

[Maximus]

Hello,
could you explain more explicitly? What 'dialogue box' is?

[jpennington]

This area here:

[Maximus]

You should make your own custom view for this block.
Investigate this:
1. espocrm/client/modules/crm/src/views/meeting/record/panels/attendees.js.
2. https://github.com/espocrm/documenta...ustom-views.md.
3. https://github.com/espocrm/documenta...opment/view.md.

[jpennington]

Thank you

[jpennington]

I made this change, however, it is not working. Does any one know what I am missing?


In the file: espocrm/client/modules/crm/src/views/meeting/record/panels/attendees.js.

I made the following changes:

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Espo.define('crm:views/meeting/record/panels/attendees', 'views/record/panels/side', function (Dep) {

return Dep.extend({

setupFields: function () {
this.fieldList = [];

this.fieldList.push('users');

if (this.getAcl().check('Contact') && !this.getMetadata().get('scopes.Contact.disabled') ) {
this.fieldList.push('contacts');
}
if (this.getAcl().check('Lead') && !this.getMetadata().get('scopes.Lead.disabled')) {
this.fieldList.push('leads');
}
if (this.getAcl().check('PersonOfInterest') && !this.getMetadata().get('scopes.PersonOfInterest.d isabled')) {
this.fieldList.push('personsofinterest');
}
}

});

});

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