How to add a requirement for Calls and Meetings Guests list to include at least one Contacts

Our Sales Director is wanting to ensure that the Sales team members always add the contact(s) they talked with during a recorded Call or Meeting.

If a Call or Meeting is created from the Accounts Module the Assigned User is auto-assigned as one of the guests, and this is enough for them to be allowed to save the record, but we want to make sure that at least one contact is added to the Guestlist.

Can a requirement for a linked Contact be made via Studio or modifying the Guestlist logic?

0 Jeff Bickart over 4 years ago

You will need to add a ValidationTask to the create.js of the Meetings and the Calls to ensure at least one guest has been added. This will require a developer to add this functionality.

Here are the basic steps

support.sugarcrm.com/.../
0 Samuel Jennings over 4 years ago in reply to Jeff Bickart

Jeff Bickart Thank you very much for the information!
0 Rolustech Support over 4 years ago

Hi Samuel,

In order to do this, you need to add validation tasks to create.js. This can not be done by an administrator using the studio and will require some customization in the code. You can seek out support from SugarCRM experts like Rolustech to get this done.