Activity / Meeting history roll up to parent account.

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  • Maarten
    Member
    • Jun 2020
    • 56

    Activity / Meeting history roll up to parent account.

    We have created a one to many relationship between account and account. This allows us to specify multiple departments / units / teams under one main organization, each as separate organization.

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    And the regular relationship with Meeting.
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    What we would like to achieve is that the history of meeting rolls up to each parent. So a meeting with a team rolls up to the unit. All meetings with a unit roll up to the department and all meetings with all departments roll up to the main organization.

    Would this be feasible to achieve, and who can give some hints how to?​
    Last edited by Maarten; 03-22-2024, 07:26 AM.
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    It's not possible out of the box.

    You can add a custom backend route that will intercept Activities/Account/:id/activities (and history) API calls and there call a custom service.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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