Opportunities history list

[daviddrp]

Good Morning. First of all congratulations for this great CRM, team in the forum and updates. Its absolutely incredible. I hope you can help me with the next query: I have some opportunities associated with clients, campaigns... In those opportunities, to be able to know its status, I am adding records to their respective story. Is there any chance to see the latest update of the history of each opportunity? What I am trying to say, is a list where you can see the latest record of the history of each opportunity. If is not possible, could you give me some ideas? A greeting.

[tanya]

Hello.
It's possible, but only with developing. And this will make opportunity list view a little bit slower.
History list is the list of entities from history side panel (Emails, Call, Meetengs, etc.) or the last record from stream panel (Post and updates)?

[daviddrp]

Yeah, I mean he last record from stream panel of Opportunities. It would be very useful to be able to quickly see the last record of each opportunity. In order to have the latest information on each opportunity.

[tanya]

It's not a problem to find this stream record, but the problem could be with viewing. Because each type of stream record has own view.
I describe you steps, but this can do only developer:
1) create notStorable field with own view; exportDisabled https://forum.espocrm.com/forum/gene...c-field-search
2) set the value in service method loadAdditionalFieldsForList https://forum.espocrm.com/forum/deve...-entity-layout

https://forum.espocrm.com/forum/general/37558-pdf-report-template-placeholder-not-printing

3) in your field view you need to select a view for you record depend on type

https://github.com/espocrm/espocrm/blob/master/client/src/views/stream/message.js