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concatenate multiple contact emails into a single account field

Bob Bundy

Hello!

We added a custom checkbox field ("Billing Contact") to our CONTACTS module. If there are 10 CONTACTS belonging to a single ACCOUNT, any of the CONTACTS could have the "Billing Contact" checked.  That means when we send a billing notice to that ACCOUNT each of the billing contacts should get a copy of the invoice.

Sugar is integrated with our billing system (QB), which sends out the billing invoices. 

We'd like to create a non-display field on the ACCOUNT called "Billing emails" and then concatenate all of the CONTACTS email addresses together for CONTACTS who are checked as "Billing Contacts."  So our non-display field would contain:  "email1@email.com;email2@email.com...".  We would then map this non-display field to our QB interface and QB would send the invoice to everyone.

I recently learned how to use the rollup functions (thanks to people in this forum) which loops through all related records to do math things.  I was hoping there was similar functionality that would let me loop through all of the CONTACTS that are "Billing Contacts" and concatenate their email addresses together to suit our purposes.  But nothing jumps out to me in any of the forums, documentation, or Google searches.

If anyone can suggest an approach to this that I'm not seeing, I would really appreciate it.

Thank you!

Bob

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    Hi Bob,

    Okay, it looks like writing this post will take more time than configuring a solution :)
    It's so easy for Sugar admins to make it with Logic Builder configurator (https://logicbuilder.integroscrm.com) so I just did it

    I configured a logic hook on contact save that does what you need - each time Contact record is saved, it refreshes Billing Emails field for ACCOUNT by reconsidering the list of CONTACTS that belongs to the ACCOUNT and reconcatenates the value from CONTACTS emails on the basis of the state of checkbox Billing Contact 

    To make it work on your Sugar please
    1) check whether the custom fields in your Sugar has names highlighted with yellow on the screenshots below
    2) Install the zip package provided below via Module Loader
    3) enjoy the solution configured

    Screenshots:
     

    Zip:
    z20210201_flowchart_lb393.zip

    If you like to know how I did it so fast, just sign up to https://logicbuilder.integroscrm.com and I will share a flowchart with you so that you could change or adjust the logic for this task yourself.

    Here is how the configuring of the logic hook looks like (to read the drawing just enlarge the picture below then follow the white line).

    I'm looking forward to the feedback here whether it works for you!

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • 0

    Hi Bob,

    Okay, it looks like writing this post will take more time than configuring a solution :)
    It's so easy for Sugar admins to make it with Logic Builder configurator (https://logicbuilder.integroscrm.com) so I just did it

    I configured a logic hook on contact save that does what you need - each time Contact record is saved, it refreshes Billing Emails field for ACCOUNT by reconsidering the list of CONTACTS that belongs to the ACCOUNT and reconcatenates the value from CONTACTS emails on the basis of the state of checkbox Billing Contact 

    To make it work on your Sugar please
    1) check whether the custom fields in your Sugar has names highlighted with yellow on the screenshots below
    2) Install the zip package provided below via Module Loader
    3) enjoy the solution configured

    Screenshots:
     

    Zip:
    z20210201_flowchart_lb393.zip

    If you like to know how I did it so fast, just sign up to https://logicbuilder.integroscrm.com and I will share a flowchart with you so that you could change or adjust the logic for this task yourself.

    Here is how the configuring of the logic hook looks like (to read the drawing just enlarge the picture below then follow the white line).

    I'm looking forward to the feedback here whether it works for you!

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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