last contact date

Hi sheela viswanathan 

The solution depends on version of your SugarCRM instance.

If yours is ENT you can create a Process Author definition.

If yours is PRO you can create a Workflow process.

If yours is CE you can create a logic hook before_save on activities modules.

Kind regards 

Hi , we are at 7.7 sugar enterprise .

Could you please explain more on the process author or workflow definition

Thanks

Cheers,

Sheela Viswanathan

CRM Specialist

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On Mon, Jun 12, 2017 at 4:27 PM, André Lopes <sugarcrm-public@jiveon.com>

Process Author and Workflows are workflow engines which enable you to create action and alerts on specific conditions without coding.

You can learn about both in the articles Process Author and Understanding Processes vs. Workflows.

Kind regards

In addition to André's articles, I think the following KB Article explains exactly how to set this up with workflows: 

http://support.sugarcrm.com/Knowledge_Base/Workflows/Tracking_Last_Activity_Date/ 

Hope that helps, 

Dennis

Hi All

As I still couldn't find the solution for SugarBPM, I thought I'd share with everyone here my solution. 

I had this same requirement and earlier we got it done thru code. But with Knowledge Base article, it is quite easy to create a SugarBPM work flow to update the last contact date whenever a new meeting/call(activity) is created and/or the first time the status is marked as Held. 

The challenge still persisted if an old activity is updated, and Last Contact date might be replaced with an older date. 

To counter this, you can either create a Process Business rule* to compare Last Contact date and the activity Start date, or introduce a calculated field in call/meeting to compare and identify whether the new record is a new activity or not.

In the work flow, you can use this as part of the trigger and, if needed, add an Inclusive Gateway to update multiple modules in parallel (e.g. Accounts & Contacts).

Best Regards 

Saad

*P. S. It's sad that we don't have the Relate to / Parent Type field available in SugarBPM to use in conditions/workflows/Business process rules

Hello Saad Azad,

I'm curious what your solution was for this.  We have found the article describing how to solve this issue with Workflows - but they are not current and we would like to use BPM.  If an event (meeting, call, email, etc.) date changes, the part we don't understand is figuring out if it's an event related to an opportunity and not any other type of Sugar object.

Thank you.

Bob