Auto-create call log entry - for accounts not been contacted after a given amount of time?

đź’¬ General Discussion
1

I have had an idea to make my life easier, and also keep in touch with my clients more regularly.

I would like to be able have SuiteCRM scan all active clients files to see if they have been contacted by myself or one of my teram in th epast X amount of days.

This could be contacted by phone, email or meeting.

When it finds that an account, or a contact with in the account has not been contacted with any type fo follo wup, SuiteCRM woudl generate an automatic “call log” entry for a planned call in the follow X amount of days.

I happened to see AOS and AOW. Could these possibly be made to perform the type fo task I need?

Or, is there another way?

Joseph

2

You can do it with a Workflow.

If you search the Forum there are some examples

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3

I quick looked them up, and looked at workflow in suitecrm.

Seems relativle ysimple.

Questino though.

I want to assure that my cleints are getting called back.

But, I was looking through a few accounts, contacts and leads.

I coudl find no way to see the difference between an active lead/account or contact.

Is this an option somewhere? Is there a way to mark a account/contact or lead inactive and them make this a variable in the workflow?

I only want call logs planned for active clients or leads.

Thanks

Joseph

4

I am not sure if by inactive you mean the same thing as “no calls in the past XX days”. If this is the case, you can go directly to the workflows module and create the workflow.

Otherwise, for each module where you would like to have this information, you can create a field in Admin->Studio. Probably a checkbox or a radio button will be sufficient to mark records as active or inactive.

Once you have created the field you will have to add it to the views (edit, detail and possibly search). Once done you have to click on save and deploy.

After you have done everything (new fields and views) I also recommend that you go to Admin->Repair->Quick Repair and Rebuild

Now you can set up your workflow only for inactive or active records.

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5

Hello,

When I speak of inactive or active, this refers to i fthey are current clients/leads, or dead.

I also just thought of a new one option. I coudl have 3 options at add:

1 - current (active)
2 - call back in a year - lead not ready, or old client, an effort to get them back, or offer new services*products
3 - dead (inactive)

I will have to learn how to add a small drop down menu.

Thanks

Joseph

6

I have created a tutorial for you with all the steps you have to follow.

There are only images without comments. You should be able to do it.

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7

Hello,

Thanks for the tutorial.

It was exactly the simple guide that I needed. I will not apply this to other modifications I might need.

The only issue that I have i having it appear on the screen when the accounts file is displayed. Can can i have it displayed? Right now, it is hidden from view.

Thanks

Joseph

8

I made a typo: I will apply this to other needs to modify the CRM.

9

Do you mean that:
a. you have to scroll because it’s below the viewable part
b. it’s just not visible

In case it is a.: go back to Admin → Studio → Accounts → EditView (as well as other views such as DetailView as per your needs) and move it to a higher position the press on “Save and Deploy”

In case it’s b.:

  • Have you pressed on “Save and Deploy” or just “Save” when editing the View?
  • Have you added it to all the necessary views?
  • You may need to go to Admin → Repair → Quick Repair and Rebuild. However, this may be a symptom of permissions not set correctly, so I would also recommend that you search the forum for permissions and follow the instructions. (if you are on a Linux machine you may use a script that I have provided and that you can find on gitHub under my account)
10

Hello,

I suspected I needed to edit more than just editview. But, your example only showd that one.

I copied editview into detail view.

It now works.

Questions: What is ListView for?

Thanks

Joseph

11

12

Clear!!!

Thanks. I did not think about this as a way to display things. We can change this, cool!

Thanks a million fo all your help!

Joseph