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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,

    If it is enough for you to be able to filter on the name of the assignee in the contacts-module, you could also do it just with Studio and Sugar Logic.

    We are not using the assigned to-field in accounts and contacts, as it is not enough for us. We have multiple departments and SalesReps dealing with the same account and partially also the same contacts. So we have our own user-relationships in accounts, and wanted to copy the respective names in the related contacts automatically, too. For our use-case it was enough to be able to filter by the name of the person, so we are working with text-fields into which the name of the respective assignee is pushed.

    So, I created text-fields in Studio in the accounts-module, that copy the name out of each user-relation.

    The sugar Logic formula looks like this ($users_accounts_1 is our custom relation - but you could just replace it with $assigned_user_link for your purpose).

    concat(related($users_accounts_1,"first_name")," ",related($users_accounts_1,"last_name"))

    In the Contacts-module I again created text-fields that copy the information from these account-text-fields with a simple related formula.

    That way we get the name of the SalesRep added to the contact records automatically (when saving the contact) without any code modifications.

    Kind regards,

    Julia

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  • 0

    Hi Peter,

    If it is enough for you to be able to filter on the name of the assignee in the contacts-module, you could also do it just with Studio and Sugar Logic.

    We are not using the assigned to-field in accounts and contacts, as it is not enough for us. We have multiple departments and SalesReps dealing with the same account and partially also the same contacts. So we have our own user-relationships in accounts, and wanted to copy the respective names in the related contacts automatically, too. For our use-case it was enough to be able to filter by the name of the person, so we are working with text-fields into which the name of the respective assignee is pushed.

    So, I created text-fields in Studio in the accounts-module, that copy the name out of each user-relation.

    The sugar Logic formula looks like this ($users_accounts_1 is our custom relation - but you could just replace it with $assigned_user_link for your purpose).

    concat(related($users_accounts_1,"first_name")," ",related($users_accounts_1,"last_name"))

    In the Contacts-module I again created text-fields that copy the information from these account-text-fields with a simple related formula.

    That way we get the name of the SalesRep added to the contact records automatically (when saving the contact) without any code modifications.

    Kind regards,

    Julia

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