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. 

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 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! 

The developer guide of the current version explains it very detailed.

So normaly you would engage a partner, but with some training fom Sugar University you can do it yourself too.