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 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

TEL: 416.493.0039 x 562 , 647-361-4413  <416.493.0039>

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

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