tasks, company, little fix

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tasks, company, little fix

Postby defrag on Mon Nov 09, 2009 10:39 am

Hello, I need a little fix on task.
1. If I add new task and select company, can I select the company with out person. Because I call to my company supply and I don't care about that person I talk. I just need to add my job info, and select company name. At this moment I need to everyone company add person. It is little not good.

2. How can I change permission on status. I fill the company, and all my entered companies Permission should be Public, Read-only.
3. Entered job Permission should be private. But Administrator should see everyone tasks, and phone calls.
defrag
 
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Re: tasks, company, little fix

Postby Jasiek on Fri Nov 27, 2009 11:37 pm

Hello,
The requests you are making are valid and possible to implement, however it changes the philosophy behind epesi. Our assumptions are:
- all records entries should be by default public, unless there is a reason to make them read-only or private.
- all tasks should be assigned to someone and associated with a person.

If you want to modify the behavior you should create a module, similar to "Task Modified" - it should be placed in Modules/Custom. This sample module shows how you can overwrite the default CRM Tasks. Unfortunately at this moment we do not plan to make any changes to the way Tasks work. Maybe in the future versions we will implement a switch - associate a task with a person or with a company.
Attachments
TasksModified.zip
Tasks Modified
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Regards,
Janusz Tylek
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Re: tasks, company, little fix

Postby defrag on Fri Dec 11, 2009 3:28 am

thax
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Re: tasks, company, little fix

Postby Jasiek on Thu Mar 18, 2010 8:06 pm

New version of epesi allows you to create a task or calendar event and associate it with a person or company or both.
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Janusz Tylek
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