Issue Creating Call from Leads – Parent Not Associated via Bottom Panel

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  • muulox
    Member
    • Jan 2022
    • 56

    #1

    Issue Creating Call from Leads – Parent Not Associated via Bottom Panel

    Hello,
    I noticed this BUG in Leads / Call: when I create a call from a Lead using the call icon on the right, the parent is associated, but when I create it from the bottom panel using the "+" button, the parent is not associated. See the attached image.
    Attached Files
  • yuri
    Member
    • Mar 2014
    • 9101

    #2
    Not a bug.
    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.

    Comment

    • muulox
      Member
      • Jan 2022
      • 56

      #3
      Thank you for the fast feedback
      Can I disable the "+" button from the bottom panel? My colleagues tend to create calls from there. Or what would be the solution to also associate the parent when using the "+" button?

      Comment

      • yuri
        Member
        • Mar 2014
        • 9101

        #4
        The "Calls" panel is not available by default. I don't recommend using it along with the Activities/History panels. This panel represents the relationship through the "leads" link. You can disable the create button with in clientDefs > Lead > relationshipPanels > calls metadata. You can also associate with the parent in a create handler.
        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.

        Comment

        • muulox
          Member
          • Jan 2022
          • 56

          #5
          i modified this 2 files:
          /home/erpmuuloxcom/public_html/custom/Espo/Custom/Resources/metadata/clientDefs/Lead.json
          "calls": {
          "layout": null,
          "selectPrimaryFilterName": null,
          "createButton": false
          }

          /home/erpmuuloxcom/public_html/custom/Espo/Custom/Resources/layouts/Lead/bottomPanelsDetail.json
          "calls": {
          "index": 1,
          "createButton": false
          },

          Clear Cache & Rebuild - done.
          Not working.

          Comment

          • muulox
            Member
            • Jan 2022
            • 56

            #6
            Working
            },
            "calls": {
            "index": 1,
            "createDisabled": true

            Thx yuri

            Comment

            Working...