Moving from Hubspot to SuiteCRM so in learning mode. Issue is Activities will be performed on the street and not entered into CRM on the actual day of activity. However, I want to keep activities in descending order of actual date of activity in History vs date/time entered into the record. Can’t seem to get that structured. Possible to do?
Hi, welcome to the Community!
Hhmm I am not sure about this, but maybe try adding a file here (create any missing sub-dirs):
custom/modules/Cases/Ext/Layoutdefs/layoutdefs.ext.php
With these contents:
$layout_defs['Cases']['subpanel_setup']['activities']['sort_by'] = 'name';
$layout_defs['Cases']['subpanel_setup']['activities']['sort_order'] = 'asc';
Note that the example is for Cases module, you might need this somewhere else. Also the sort by name
field needs to be changed to the date you want (date_created
, date_modified
, etc).
Needs a quick repair and rebuild.
Tell me if this works for you.
Thank you very much for your assistance. Although quite experienced with databases, I am not a developer and don’t really know how to implement your kind suggestion. I did just revise to add the actual activity date in front of the subject description which allows me to sort in descending order to put entries in chronological order. I don’t think I need to see Date Modified in the header so will try to remove that and widen the Subject column a bit.
Thanks again for responding!