I wanted to know how history is recorded or stored. Other CRM's I have used seem to work differently than Espo. Correct me if I am wrong, but it seems that in order to make the Event history stay for Account, Contact or Lead it is necessary for the Event that is created to NOT be deleted from the Event (Calls for example).
In other systems I have used this is the process.
1) You plan a call.
2) When done with the call you add info and mark it as completed
3) Then that call is removed from the Call List and added to the contact history or Stream.
4) You can go the the contact and see the history and see what actions (Call, email etc.) were taken and when as well as the notes
5) Example: 09/27/23 | Call | Left Message | Follow up regarding offer.
In Espo is seems to work as follows:
1) You plan a call.
2) When done with the call you add info and mark it as completed
3) Then that call is still on the Call List and Information is added to the contact history or Stream.
4) You can go the the contact and see the history and see what actions (Call, email etc.) were taken and when as well as the notes
5) If I delete a completed call from the call list, to clean it up, then the call is also deleted from the history of the Account, Contact or Lead,
Once again, If I understand correctly, if I wanted to remove completed calls from the Calls list I would have to tell the Event (Calls) to ignore certain statuses or create some rules so that completed calls do not show up on the Call List.
Basically the Account, Contact or Lead relies on the Calls list for it's history. It does not have it's own record of the history. Is that correct?
Thank you for any and all help, Mike
In other systems I have used this is the process.
1) You plan a call.
2) When done with the call you add info and mark it as completed
3) Then that call is removed from the Call List and added to the contact history or Stream.
4) You can go the the contact and see the history and see what actions (Call, email etc.) were taken and when as well as the notes
5) Example: 09/27/23 | Call | Left Message | Follow up regarding offer.
In Espo is seems to work as follows:
1) You plan a call.
2) When done with the call you add info and mark it as completed
3) Then that call is still on the Call List and Information is added to the contact history or Stream.
4) You can go the the contact and see the history and see what actions (Call, email etc.) were taken and when as well as the notes
5) If I delete a completed call from the call list, to clean it up, then the call is also deleted from the history of the Account, Contact or Lead,
Once again, If I understand correctly, if I wanted to remove completed calls from the Calls list I would have to tell the Event (Calls) to ignore certain statuses or create some rules so that completed calls do not show up on the Call List.
Basically the Account, Contact or Lead relies on the Calls list for it's history. It does not have it's own record of the history. Is that correct?
Thank you for any and all help, Mike
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