Creating link between 2 dropdown values

We currently have a contact status drop down, which starts life as default blank.

When our sales team are making outbound calls via the contact, we would like to be able to have the same dropdown visible and upon editing the dropdown within a call, also update the dropdown at contact level.

Saves duplicating effort and also assists with cleaner reporting.

0 Alex Nassi 2 months ago
Hi Connor,

You could likely achieve this using SugarBPM and have the call field's updates trigger the update on the contact. If you're not familiar with using SugarBPM, I'd recommend reviewing the SugarBPM section of the Administration Guide and the Help Articles on SugarBPM to get a full understanding and see some examples. You can also see some training options here and here.

Depending on your objective and other factors, you may also be able to use alternative approaches such as:

https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/Capturing_Records_Activities_Counts_Using_Calculated_Fields/index.html

https://sugarclub.sugarcrm.com/explore/help-forums/enterprise-professional/f/enterprise-professional-questions/3054/date-of-last-meeting-field

https://support.sugarcrm.com/Knowledge_Base/Workflows/Capturing_a_Records_Last_Activity_Date_Using_Workflows/

I hope this helps give some ideas!

-Alex
Alex Nassi
SugarCRM | Sr. Community Manager
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