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View past meetings/calls in dashboard

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  • 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.

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

    getUpcomingActivities

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    • #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.

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

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        • #5
          Ok, thanks for the information.

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          • #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

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

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              • #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!

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