View past meetings/calls in dashboard

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • jcortes0309
    Member
    • Mar 2016
    • 68

    View past meetings/calls in dashboard

    How can I view meetings/calls in my dashboard (dashlets) that are still in the planned status, but that are in the past? I would like to see these because they might have not have happened yet, but I might have forgotten to change the dates when these were supposed to occur. This way I make sure the meeting/call is re-scheduled and I don't forget to do it.
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    application/Espo/Modules/Crm/Services/Activities.php

    getUpcomingActivities
    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

    • jcortes0309
      Member
      • Mar 2016
      • 68

      #3
      Thanks for the information. I will look into this file to see if I can make the changes myself (programming is not my strength). I'm guessing this was done like this on purpose and there are no plans on changing how the information is presented in the dashboard in the future.

      Comment

      • yuri
        Member
        • Mar 2014
        • 8440

        #4
        On purpose, because need to show nearest activities first but can't do it with past activities.
        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

        • jcortes0309
          Member
          • Mar 2016
          • 68

          #5
          Ok, thanks for the information.

          Comment

          • mbrouwer
            Junior Member
            • Jan 2018
            • 21

            #6
            Hi, i have the same issue.
            I was hoping to find a solution, but in the mentioned file i am not able to do appropriate changes.
            Did you fix this? and how?

            @support, maybe those planned actions could be coloured different or maybe a popup to show there are overdue actions!

            thanks,
            Mike

            Comment

            • tanya
              Senior Member
              • Jun 2014
              • 4308

              #7
              Hello,
              you can add Record List dashlet for Meetings, did you try it?

              Comment

              • mbrouwer
                Junior Member
                • Jan 2018
                • 21

                #8
                Hi Tanya,

                I just tried the option, but thats is really a solution.
                At least the call planned in the past are on top.

                Thanks, this helps!

                Comment

                Working...