Set default contact fields when creating from an account

When we create Contacts from an Account (via the subpanel), we'd like to have the Contact Assigned To and Teams fields be the same as the Account, with the option to then change before saving the new Contact. We'd like to do something similar when creating Tasks from an Account. What's the best way to accomplish something like this? We are on Sugar Enterprise 9.1. Thanks!

0 Jeroen Somhorst over 6 years ago

You can use the populate list method for this in the vardef of the contacts relate:

'populate_list' => array(
    'account_id' => 'account_id',
    'account_name' => 'account_name',
)

0 Vince Outlaw over 6 years ago in reply to Jeroen Somhorst

Thanks Jeroen. I was hoping there was a solution that utilized BPM as that seems like a more non-tech approach, but I really appreciate your input on a solution.