How show Phone number contact module call?

Hello,

Have you tried using related function in formula builder?

Related fields in SugarLogic formulas « Sugar Developer Blog – SugarCRM

Hi Rodolfo,

just curious: why do you want to see the phone number in the detail view? The Call might not even be connected to a contact or lead, and you can always click the eye icon in the participant list for the call to see all the info about of him/her.

Greets,

Mark

Hello Rodolfo Jesus,

Although you are able to create a calculated field for this, then are potential limitations. This will work correctly if you have one Contact in the Guest subpanel (as Contacts is the module shown in the image), however if the record in the Guest subpanel is a Lead then this will not work. Also there is a different option for related Contact and Parent Contact in the related section of formula builder, and if there is more than one Guest it will show the first number it finds.

One option here in Sugar 7 could be to preview the Guest (when the record has been saved) to show the Contact/Lead/Target in the sidecar. Another possibility is to create ListView Dashlets in the sidecar to show the Guests so that you can see the desired information in the sidecar straight away. This issue with this second option is that you need to specify whether your Dashlet looks at the Guests subpanel or the Parent 'Related To' field, so you may need to do Dashlets for each.

I hope this helps in some way, you will need to decide on what option you would like to follow but of course you can decide what varieties you want to use.

Thanks for your reply, but my problem now.

The parent_name field not exist in module.

My formula

ifElse(equal($parent_name,"Contacts"),related($contacts,"phone_mobile"),related($leads,"phone_mobile"))

Sugar return error.

Rodolfo Jesus

You are correct there is no $parent_name field, you get to the Parent Relate To using the 'Related Field' button. Here there is options for 'Contacts (Contacts)' and 'Contacts (parent_contact)'.

Also whilst we are on this, why are you looking at Contacts as a Parent on Calls? This would normally only be the case should your company is B2C where you do not use Accounts. If you use Accounts and Contacts (B2B) then linking the Call to the Contact using the Related To field will mean that your Call will not show under the Account record. If you create the Call from the Calls subpanel under Contacts then it will automatically put the Account as the Related To parent and place the Contact as a Guest. This is the best practice for creating Calls/Meetings in a B2B system (with B2B being the default for Sugar).

Not understand 'Contacts (Contacts)' and 'Contacts (parent_contact)'.

Do you have any example?

Rodolfo Jesus

The below image shows the list of modules in the Related Fields section of Formula Builder. As you will see there is a 'Contacts (Contacts)' and 'Contacts (contact_parent)', with the contact_parent being the option being highlighted.

But as outlined this has limitations so I would suggest against using it. If you have more than one Guest this will show the first record it finds, and if the Calls is not related to a record it would show no record. I would personally use one of the below options for previewing the Guest(s) or ListView Dashlets in the sidecar.

Preview Image

ListView Dashlet Image

This means that you you would be able to see the number of all recipients without having to make a new field, utilising the new sidecar functionality to its full potential.

Rodolfo Jesus

The below image shows the list of modules in the Related Fields section of Formula Builder. As you will see there is a 'Contacts (Contacts)' and 'Contacts (contact_parent)', with the contact_parent being the option being highlighted.

But as outlined this has limitations so I would suggest against using it. If you have more than one Guest this will show the first record it finds, and if the Calls is not related to a record it would show no record. I would personally use one of the below options for previewing the Guest(s) or ListView Dashlets in the sidecar.

Preview Image

ListView Dashlet Image

This means that you you would be able to see the number of all recipients without having to make a new field, utilising the new sidecar functionality to its full potential.

It is possible to force to come preview open ?

Not by default no, this might be possible via code but would need to be investigated. The only other option would be the ListView dashlets option.

Sorry I could not be of more help.

Thank you for help!