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Automatic field changes for like account numbers

Jackie Mather

If a field changes on a record with an account number can the same field change on all records with the same account number? For instance, if there are 5 account locations listed and the same account number is listed for each, can a field be set that when checkmarked all of the other records with the same account number update automatically?

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  • 0

    Hello Jackie,

    By account number, you aren't referring to the ID but rather a custom field, is this correct? There may not be an easy way to address this issue within the application. You might be able to create a workflow but a logic hook may be the best bet. You could search for records with a similar account number and update them with the same information. Not knowing what version you are running, I will leave you with the general developer guide to point you in the right direction. If you can provide me with the version that you are using, I can try to find more specific documentation and examples.

    Kind Regards,

    Jason Smith

  • 0 in reply to Jason Smith

    Hi Jason, we are using version 7.6.2.1. We are currently a Professional customer however have just upgraded to Enterprise, although I have not rolled that out yet.

    Thanks, Jackie

  • 0 in reply to Jackie Mather

    Hello Jackie,

    Yes, a logic hook would likely be the best bet. Here is the documentation specific to 7.6.x. This should get you pointed in the right direction.

    Kind Regards,

    Jason Smith

  • 0 in reply to Jason Smith

    Good morning Jason, thank you so much! Logic Hooks were not available back when we purchased/set-up Sugar...so glad to have this capability now!

    Thanks, Jackie

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