Organizing Phone Calls by Date Descending

jlh211

Is there a way to have the Phone Calls be organized by Date Descending by default? This would be very useful when looking up the most recent customers quickly. Whenever I click on 'Phone Calls' it defaults to organizing them by Date Ascending.

Thanks!

John

ajb

Unfortunately not from User Interface, but it's simple change in code. You have to be aware that planned(Open) calls also will be in descending order. So last from list will be first to call.

To change sorting order go into your server, into EPESI dir, then into modules/CRM/PhoneCall.
Here edit file PhoneCall_0.php and change line 26 (it should be 26 if you're using latest EPESI 1.4.2)
there is now:

$this->rb->set_default_order(array('status'=>'ASC', 'date_and_time'=>'ASC', 'subject'=>'ASC'));

change it to

$this->rb->set_default_order(array('status'=>'ASC', 'date_and_time'=>'DESC', 'subject'=>'ASC'));

As you can see it simple and rather clean that we are changing here sort order from Ascending to Descending.
After EPESI update you have to change it again.

We are working on some more friendly interface to select columns shown and default order, but it's long way to go.

Regards,
Adam

jjjj12212

Hi Adam,

is there a way to make the Customers in Sales Opportunities to be sortable in the record table so the User can sort it?

I looked in the Codes in SalesOpportunityCommon_0.php, tried the step above (to see if I can at least make the default sorted) but nothing has changed.

Thanks,

jjjj12212

ajb

Unfortunately there isn't. And to be honest I don't see a good solution to sort rows, when you can have multiple values in this particular field.
Which should be first?
1. Adam, John
2. Carlos

Regards,
Adam.

PS. You can go into Sales Op. from company addon.

jjjj12212

Hi Adam,

in our Situation, we actually store 1 customer (company) within the customer Field.

we just need the record browser to be able to sort by customer name so they can order their sales opportunities better.

ajb

Due to nature of multiselect field there isn't option to sort data by field of this type.
I don't even find sorting by customer name very useful. When I use this module it's not important to me to have opportunities sorted by company name. If I wonder is this company has sales op I'm opening company record itself, then sales op addon. Or use just Ctrl-f in browser to find name.

There is no easy way to change this.

Regards,
Adam

jjjj12212

Hi Adam,

Actually there was an easy way,

remember I told you that they only use only 1 customer / company in Sales OP,

I converted the field from MultiSelect to select and we were able to sort it.

I know this is a workaround but at least we have one.

thank you for your time,
jjjj12212

ajb

Yes, I thinks it's also good solution, but I haven't remembered that you know PHP 😉
But you have to be aware that sales opportunity addon to companies and contacts won't work. You should change code, because multiselect of company or contact type holds indicator C/P, that denotes is this Company or Person. So values stored here are in format __C:1__C:2__P:1__, which means Company id=1, Company id=2, Person(Contact) id=2.

Best regards,
Adam

jjjj12212

Hi Adam,

I know basic PHP and will eventually learn oop with your framework.
When you say change code, what do you mean? Change it back to multiselect?

thanks,

jjjj12212

ajb

No. I mean change source code of file SalesOpportunity_0.php in functions contact_addon and company_addon.
I don't know how exactly you've changed customers field from multiselect to select, but If you have done it right, then addons shouldn't work. Just go into company record which has some opened sales op and select tab "Sales opportunities". Do you see right sales op? Just for this company? Or nothing or all?

Regards,
Adam

jjjj12212

you are correct, it isn't working properly (I guess thats a good thing since I changed it to select properly 😛)
When I go to the Sales Op in companies, it actually shows all of the active Sales Op in the system, not just for that particular company.

I will skim through the code and see if there is anything obvious I can quickly change.

EDIT: I skimed through the code and I couldn't change anything.
I check the data of what is being stored and its storing it as: C:[ID] without any __ around it.

when I read the code, (company add-on) I can't see anything out of the ordinary since its still calling (from what I am reading(don't forget I don't know OOP yet)) the C:IDs and inside the DB, it does show something like : C:1234 within the database but without the __ and only 1 record per row.

thanks,

jjjj12212

ajb

Now if you have just single select for company as customer, then EPESI should hold just id of company instead of encoded multiple ids (like __C:1__P:2__), so you have to change crits values in mentioned addon functions.

Good luck!
Adam

jjjj12212

ok, Awesome news Adam,

I was able to make it display properly in the Addons now 🙂 not bad for a EPESI framework rookie 😛.

ok, so I am down to 1 last issue (were almost there!!! I can't wait!!)

when you sort Customers, it sorts it by the short_name instead of the name, pretty odd don't you think? do you have any hints where I go to change that? is it in Sales_OP..0.php or in Utilities/Record_Browser.php?

ajb

It should be sorted by field that you see in sales opportunity, but I'm not sure, because I don't know how everything looks like after your modifications. Field used to sort should be specified in param column in table premium_salesopportunity_field in row for your custom field.

jjjj12212

Hi Adam,

Sorry for the late response, I have been trying to troubleshoot the Perams for a bit.

This is how far I got:

I setup the Perams to:
company::Company_Name

Thinking that company is the Company Data Table and Company_Name is the field name.

when I set that Perams up, it doesn't sort at all, it just its there but you can click on the field as if you can sort it.

When I did this, I reverted back all my changes and only switched multiselect to select.

didn't modify any codes, only the field table.

was I wrong to set it up to company::Company_Name ?

thanks,

jjjj12212

ajb

In description of select/multiselect parameter you can find that probably you should use "Company Name" without underscore.

On the other hand, default sort column has to be set in code. Then you can change sort order by clicking column.

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