Advanced Activity Tracking for Quotes & Opportunities

This SuiteCRM customization enhances account management visibility by aggregating call and meeting activity across all related modules and automatically updating “Last Call” and “Next Call” fields at the Account level. This provides sales representatives and managers with immediate insight into account engagement, ensuring timely follow-ups and better customer relationship management.

Challenge

Out of the box, SuiteCRM does not provide a consolidated view of communication activity across related modules (e.g., Opportunities, Contacts, Quotes, etc.) at the Account level. This made it difficult for teams to understand the latest touchpoints and upcoming meetings associated with an account.

Solution

A set of custom logic hooks were developed to update custom date fields in the Accounts module whenever a related Call or Meeting is logged or updated across multiple modules:

✅ Features Implemented:

• Last Call Date updates whenever a related call or meeting is marked as held.
• Next Call Date updates whenever a planned call or meeting is scheduled.
• Aggregates activity from multiple related modules: Opportunities, Quotes, Contacts, etc.
• Handles record reassignment and avoids infinite save loops.
• Optimized with SQL date comparisons to reduce redundant saves.

This data can also be leveraged in workflow automations to:

• Remind sales reps of accounts that haven’t been contacted within a defined time period.
• Segment accounts into A, B, or C tiers based on revenue potential.
• Automate contact scheduling, e.g., more frequent follow-ups for high-value “A” accounts.

Technical Approach

• after_save hooks were used in the Calls and Meetings modules.
• Custom SQL logic was added to check and compare relevant dates.
• Each record’s parent module is checked to trace back to the related Account.
• Updates are only applied when the Account’s value actually needs to change.

This means sales managers can now pull a list of Accounts with overdue follow-ups or recent meetings without needing to dig through multiple subpanels or reports.

Impact

✅ Improved visibility of customer touchpoints

✅ More efficient account management

✅ Fewer missed follow-ups

✅ No more manual tracking of last or next activity dates

✅ Smarter automation based on account activity and value