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Action History in Bottom Panel of Lead/Opportunity
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Hi Ashif Malayil,
Unfortunately, such logic can't be implemented without coding.
There is only the possibility to add Action History as a Dashlet with filtering by some fields.
Detailed:
In order to work efficiently and be more productive, one has to organize his workspace in a proper way. Luckily, there is a great way to do it by using dashlets, that help you to stay always informed, missing nothing important.
Last edited by Vadym; 03-27-2024, 08:43 AM.
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Hi Ashif Malayil,
Perhaps the detailed screenshots will be helpful:
Unfortunately, EspoCRM support don't provide consulting services for development purposes.
If you want to receive counseling or guidance services on EspoCRM, you can contact a company that provides such services in your region, https://forum.espocrm.com/forum/job-.../find-customer or create your own request, https://forum.espocrm.com/forum/job-offers-requests/find-developer.
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