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Can i ensure all Contacts under an Account automatically get assigned to the Account's Assigned To/User?

Peter Pavisic

Hi Team,

When you create Contacts from an Account (record) by using the + button, the contacts are automatically assigned to whoever is adding it. I would like to know if you guys know of any way that we can ensure they are Assigned to the Assigned user of the Account?

Thanks,

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  • 0

    It is pretty possible and requires creating an extended vardefs for Accounts.

    Take a look at modules/Accounts/vardefs.php and look for "populate_list".

    You will see leads link field has such attribute which tells SugarCRM to copy fields name and phone_office in Accounts into fields account_name and phone_work in the created Lead.

    So you just need to create the file custom/Extension/modules/Accounts/Ext/Vardefs/sugarfield_contacts.php with a content like that:

    $dictionary['Account']['fields']['cases']['populate_list'] = array(
     'assigned_user_id' => 'assigned_user_id',
     'assigned_user_name' => 'assigned_user_name',
    );

    Go to Admin -> Repair -> Quick Repair and Rebuild

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
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  • 0

    It is pretty possible and requires creating an extended vardefs for Accounts.

    Take a look at modules/Accounts/vardefs.php and look for "populate_list".

    You will see leads link field has such attribute which tells SugarCRM to copy fields name and phone_office in Accounts into fields account_name and phone_work in the created Lead.

    So you just need to create the file custom/Extension/modules/Accounts/Ext/Vardefs/sugarfield_contacts.php with a content like that:

    $dictionary['Account']['fields']['cases']['populate_list'] = array(
     'assigned_user_id' => 'assigned_user_id',
     'assigned_user_name' => 'assigned_user_name',
    );

    Go to Admin -> Repair -> Quick Repair and Rebuild

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
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