We are about to use Suite CRM but we have some concerns regarding the depiction of the history of each contact.
We would like to have an aggregation of all interactions of any type in reverse chronological order grouped by contact (Please see here https://drive.google.com/file/d/135myKQP0t8hxToSSt8xPFzSjRZGSfy0u/view?usp=sharing). Also, the action of the results export is desired.
Could we have this through SuiteCRM UI? Or should it be approached by coding?
Thank you in advance. Waiting for your response.
Regarding the history subpanel it does not include the information needed indeed; and as far as I have understood I can only modify subpanels using code.
On the other hand, the Reports module hasn’t the aggregation feature and the reports created are too long and they cannot be sorted for example by date but only by module’s date e.g. Event’s date created, Contact’s date modified, etc.
Am I missing anything?
Thank you again!