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Improve Task Contact Name With Account Validation

Vince Outlaw

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

  • Thank you all for your consideration. Our team went with the option of training on entering Contact Tasks through the Contact Task subpanel which pre-populates with the Contact Name and the Related To Account (being the Contact's Account). This "soft validation" (I like that term ) will hopefully provide enough data quality...or we'll be coming back here for these great solution options! Thanks again!

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  • Thank you all for your consideration. Our team went with the option of training on entering Contact Tasks through the Contact Task subpanel which pre-populates with the Contact Name and the Related To Account (being the Contact's Account). This "soft validation" (I like that term ) will hopefully provide enough data quality...or we'll be coming back here for these great solution options! Thanks again!

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  • in reply to Vince Outlaw

    My suggestion requires creating a custom field type which extends BaseRelateField and set that one as the type of "Contact Name" field. This custom field type will listen to changes on Parent Type the way it will filter Contacts based on Parent Name if an Account has been selected.

    Cheers

    André Lopes
    Lampada Global
    Skype: andre.lampada