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Activity and History Improvements - Use design from Accounts, Contacts, Etc (query builder)

Status: New
by slcjjw on ‎05-03-2011 09:08 AM

 

A large number of our users are requesting the ability to modify the layout of the Activity and History sections. If Sage was to design this section using the query builder/group philosophy like the Account, Contacts and Opportunity areas, we would have more flexibility.

 

Benefits:

  1. Users would be able to design groups and easily access them without having to use filters.
  2. Users would be able to export groups of Activity and History information.
  3. Users would be able to modify Activity and History group layouts to include important information, such as Account Rating, Account Manager and Owner.

 

 

Comments
by Silver Contributor RJSamp
on ‎05-12-2011 07:02 PM

Why History and Activity still aren't main views with an F8 toggle between  Group list view and detail view  and a tab pane / middle pane has always been a mystery to me......we actually had several clients that we implemented exactly that...along with a What's New main view on a LAN client.....

by Silver Contributor RJSamp
on ‎04-17-2013 05:22 PM

Main Views could have another PANE: Calendar View. Opportunity.Estimated Close posts to the calendar or Last Touch for Contact, or last modified date for an Account...... or don't use it at all......

by Nickel Contributor anoshwadia
on ‎04-18-2014 11:51 AM

I'd like to revitalize this idea from 3 years ago if possible.....

 

In addition to what has been discussed above, there is an additional need to be able to view/modify ACTIVITY and HISTORY based groups.......these groups are now being used on the Welcome screen dashboard widgets. There are a few groups provided in the out of the box version but no interface to edit them or add more. It doesn't exist on the LAN client either.

 

We have built these as a customization now on v7.54 web and on v8.1 web so customers can edit these groups themselves, however it would be nice if this was something that was in the core product.


Thanks!

Anosh

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