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Data from Contacts also in related Accounts

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  • Data from Contacts also in related Accounts

    Hello,

    I would like to see emails, activities, calls, documents, etc. of contacts also at the associated company. How is that possible?

    From my point of view, the activities of all the contacts of the respective company must be visible to the company.

    Thank you for your reply.
    Stephan

  • #2
    Hello,
    it's possible only with developing

    Here is the logic
    EspoCRM – Open Source CRM Application. Contribute to espocrm/espocrm development by creating an account on GitHub.


    You need to create custom service for Activities (custom/Espo/Custom/Services/Activities.php) (https://forum.espocrm.com/forum/deve...-window-layout example of creating custom service)
    and define methods getActivitiesAccountCallQuery and getActivitiesAccountMeetingQuery, like for User entity it is implemented.

    Comment


    • #3
      Hi Tanya,

      thank you for your answer!

      Comment

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