I've just discovered EspoCRM and really impressed with it! Thank you to the team.
I have downloaded and installed v8.1.5 and I have done some customisations (via Administration interface). So far, I just have one question, which I cannot solve.
I have added a new Entity (Event type), created a few test instances, and managed to get it displaying in the Calendar, and the Activities listings in the Accounts, Contacts, Leads and Opportunities pages.
However, when I add the My Activities Dashlet to the Dashboard, my new entity items are not appearing in the listing.
I have visited:-
Administration - User Interface - Dashboard - My Activities, and made sure the new entity is added to "What to display"
Administration - Settings - Activities and added my entity to the Calendar, Activities and History lists
Dashboard - Add Dashlet - My Activities, and changed the settings to include my new entity in "What to display" and (also ensured there are enough records and days to to view for the new entities to appear).
I have refreshed the Dashlet and visited Administration - Clear Cache. (I also tried removing the My Activities and then adding it again).
But still my new entity items do not appear in the My Activities Dashlet, although they do appear in the Calendar Dashlet, and also if I choose a Record List Dashlet and select my new entity type.
I only have 1 user. When I visit my user's own page and show the Activities panel, the new entity items show up there along with other activities.
Am I missing something? Is there another step I need to do? Or is this possibly a bug?
Thanks for your help.
I have downloaded and installed v8.1.5 and I have done some customisations (via Administration interface). So far, I just have one question, which I cannot solve.
I have added a new Entity (Event type), created a few test instances, and managed to get it displaying in the Calendar, and the Activities listings in the Accounts, Contacts, Leads and Opportunities pages.
However, when I add the My Activities Dashlet to the Dashboard, my new entity items are not appearing in the listing.
I have visited:-
Administration - User Interface - Dashboard - My Activities, and made sure the new entity is added to "What to display"
Administration - Settings - Activities and added my entity to the Calendar, Activities and History lists
Dashboard - Add Dashlet - My Activities, and changed the settings to include my new entity in "What to display" and (also ensured there are enough records and days to to view for the new entities to appear).
I have refreshed the Dashlet and visited Administration - Clear Cache. (I also tried removing the My Activities and then adding it again).
But still my new entity items do not appear in the My Activities Dashlet, although they do appear in the Calendar Dashlet, and also if I choose a Record List Dashlet and select my new entity type.
I only have 1 user. When I visit my user's own page and show the Activities panel, the new entity items show up there along with other activities.
Am I missing something? Is there another step I need to do? Or is this possibly a bug?
Thanks for your help.
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