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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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    Hi Peter,

    You will need to override the create.js controller for the contact and get the assigned to user ID from the parent model and assign it to the assigned to user field of the new contact you are creating. You will need to add a condition thought to check that the parent is "Accounts" module.

    Regards

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    Hi Peter,

    You will need to override the create.js controller for the contact and get the assigned to user ID from the parent model and assign it to the assigned to user field of the new contact you are creating. You will need to add a condition thought to check that the parent is "Accounts" module.

    Regards

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