Improve Task Contact Name With Account Validation

Users would like to validate that they have the right Task Contact Name by verifying the Account that the Contact is in. 

Initial solution was to add a calculated field to the Task that showed the Contact Account based on the Account related to the Contact Name. This conflicted with SugarBPM processes that update a Contact with Last Activity information whenever there is a new/updated Task (Note/Call/Meeting/Email). Any Contact change (like adding Last Activity information) then forced all Contact Tasks to update the calculated field. This changed all Date Modified / Modified By for all Contact Tasks....not acceptable (it also triggered further Last Activity updates...loops).  

Looking for other solutions... 

  • A way to have the Contact Account show up during Task entry but not require the updating link between Contact and Task.  
  • Another way to have the Task:Contact Account update...Logic Hook, etc.. 
  • Show the Contact Account in the Contact Name drop-down 
  • ? 
  •  

Thanks for any suggestions!  VO

Parents
  • Perhaps a good solution would be to conditionally filter Contact Name according to Account specified in the Parent Name, if Parent Name is definitely an Account.

    André Lopes
    Lampada Global
    Skype: andre.lampada
Reply
  • Perhaps a good solution would be to conditionally filter Contact Name according to Account specified in the Parent Name, if Parent Name is definitely an Account.

    André Lopes
    Lampada Global
    Skype: andre.lampada
Children
  • André, thanks for the input. How is "conditionally filter" implemented (e.g. Logic Hook, SugarBPM, etc.)? I remember seeing some Studio Configuration options for some field types that allowed something like that, but haven't used it and didn't see it for the "Relationship" field type that Task:Contact Name is in Studio.