Tracking the very last call result of a contact

Hi Kayla Ebert 

It can be easily accomplished through Process Author on ENT or Workflow Definition on PRO.

Basically you need to create a text field "Last Call Result" on Clients and populate it with the respective field from latest held Call.

Kind regards

Which edition do you use?

In PRO you have to define such a field with the customer.

In ENT you could create an SQL based Advanced Report woith the existing data.

Hi Harald Kuske, we have SugarCRM Enterprise, Version 8. I know how to create a text field, but I'm lost when it comes to how to populate it with the respective field from last call. 

Hi Andrew. We have SugarCRM Enterprise, Version 8. I know how to create a text field, but I'm lost when it comes to how to populate it with the respective field from last call. 

You should be able to do this with an Advanced Workflow.  You said you already did something similar for another field?

http://support.sugarcrm.com/Documentation/Sugar_Versions/8.1/Ent/Administration_Guide/Advanced_Workflow/index.html 

If you only want to copy a field from e.g. calls to e.g.contacts you can create a logic_hook, which is the easies way to write custom code in Sugar.

See http://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_8.1/Architecture/Logic_Hooks/#Module_Hoo…  for logic_hook documentation.

The only thing you need is a module hook for module calls.

So you write a file logic_hooks-php to custom/modules/Calls/  with content like this:

<?php    
$hook_version = 1;    
$hook_array['after_save'][] = array(        
          1,
          'copy code_c to parent contact',
          'custom/modules/Calls/copyCode.php',
          'copyCode',
          'copyCodeFunc',
      );

Then you create the class module custom/modules/Calls/copyCode.php to execute the code (a simple copy)

<?php
    class copyCode
    {        
        function copyCodeFunc($bean, $event, $arguments)
        {            
         //logic
            if ($bean->parent_type=="Contacts"){
               $code = $bean->code_c;
               $id = $bean->parent_id;
               $contact = BeanFactory::getBean("Contacts",$id);
               $contact->code_c = $code;
               $contact->save();
//more ...
//or less
            }
        }    
      }
?>

You can add some additional plausibility check if you want ( e.g $id not empty...).

If you want to apply it on all participant contacts linked to the call you can add:

//more ...  
               foreach ($bean->contacts_arr as $num => $nid){
                  $ncontact = BeanFactory::getBean("Contacts",$nid);
                  $ncontact->code_c = $code;
                  $ncontact->save();
               }
//or less

After Quick Repair and Rebuild the hook should be called and executed

Hi Harald,

We don't have prior experience with logic hooks. It kills me that the solution is now staring at my face, yet I'm at a loss as to my next steps. As we aren't on prem, is this something our Sugar Partner would have to implement or can we do this ourselves?

Thank you! 

Hi Justin,

I created an advanced workflow where the Target module = calls.

The start event applies to new records only. 

I selected Action Type- Change Field. I changed the target module from Calls to Contacts.

Then I selected the newly created "Test Most Recent Call Result" text field that I created but my custom Call Result field was not available to select. It seems like it should be available. I'm going to reach out to Support and see if anything can be done to make it a useable field in Advanced Work Flow. Fingers crossed!!!!

You may not be able to read the value from a Dropdown to place into the other field.  You can use a Gateway to read the value from the Call Dropdown.

Use the gateway to read the value of the Call Result and move to the correct Action to update the Parent Contact with the correct value.

Kayla Ebert The solution provided by Justin Kuehlthau is the best solution with out having to get your Sugar partner to create a Logic Hook. You could even incorporate it into your current workflow where you saved the last call timestamp.