Hi everyone,
I’m currently looking into customizing the “History” subpanel within the Accounts module in SuiteCRM 8.9.1, and I’d love to hear your thoughts or best practices on how to achieve this.
The current list is a bit limited for our needs, and I’m aiming to transform it into a more robust “Activity Feed.” Specifically, I’m trying to implement the following:
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Advanced Filtering: I’d like to add more filter fields (e.g., event type, date range, user, or priority) to help us narrow down the list more effectively.
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Custom Modules/Events: Is there a clean way to pull events from custom modules into this same history list?
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Audit/Change Tracking: I need to track specific field updates (e.g., changes to the “Sales Status” field) directly within the History subpanel so they are clearly visible on the Account record.
My goal: To make the History subpanel a centralized place for everything happening on an account, rather than just showing standard calls/notes.
Has anyone here successfully tackled something similar? I’m curious if this is best handled via custom Logic Hooks, modifying the ViewDefs, or if there’s a more “SuiteCRM-native” way to aggregate these events.
Any tips, pointers to documentation, or warnings about potential pitfalls would be greatly appreciated!
Thanks in advance for your help!
