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last contact date

sheela viswanathan

Hi 

  Create a field , with last contact date , from meeting and calls submodule under opportunity .

Relatedmaxdate returns only one module date field , in this case , it is from two sub module , whichever date is latest , that date should be returned in "LAst contact Activity"

Any idea how to achieve this

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  • 0

    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 

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • 0 in reply to André Lopes

    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

  • 0 in reply to Saad Azad

    Hello ,

    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

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