Details about this thread
  • State Suggested Answer
  • Replies 5 replies
  • Answers 1 answer
  • Subscribers 313 subscribers
  • Views 1634 views
  • Users 0 members are here
Related content from around SugarClub

Updating "Last Email" and "Last Call" fields in the Accounts and Contacts Modules

Bud Hartley

In my Accounts and Contacts Module I created fields named: "Last Email to (Account or Contact)" and Last Call With (Account or Contact)".  The fields are set with calculated formulas that read: maxRelatedDate($archived_emails,"date_sent") -and- maxRelatedDate($calls,"date_entered").

The field is updated any time the Account or Contact Record is saved.

I've recently discovered that scheduled reports that "encourage" sales folks to keep in contact with Accounts and Contacts are not accurate because logging a call or sending an email doesn't trigger the field update.

I'm trying to find a way to trigger a no-op update of the Contact and Account records so the field gets updated when a call is logged or email archived and the reports will therefore be accurate.

Any ideas?

P.S. (We don't have any custom code in our installation - everything is done with Studio and BPM).  Thanks.

Parents
  • 0

    Hi ,

    The behavior you're seeking is the default behavior with how Sugar handles related calculation fields. If the only way the field is updating is by doing an explicit save on the account or contact record, then it is likely you have a config option 'disable_related_calc_fields' enabled on your instance. This configuration cannot be toggled in the UI, so it's possible Sugar Support may have enabled it for you from a prior support issue to prevent performance degradation with how related calculations can cascade through modules on updates. 

    If you don't recall having this configuration enabled, I recommend filing a support case with Sugar Support to see if it is enabled, and if so, they may have record of why it was enabled so you can determine the best path forward. 

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

  • 0 in reply to Chris Raffle

    Hi Chris,

    As it works out, that wasn't the issue after all.  the config did not have the setting.  The field for the "Last Call" in the Accounts and Contacts modules is updated automatically, but the fields for the "Last Email" do not.  I've been working with Sugar Support on this trying multiple things to see if the records will update when an email is archived.  I even looked at the old Workflow (that they said was going away, but it isn't).  I've manually saved 845+ records this weekend to update the "Last Email" field and I'm still looking for a way to trigger the field update.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

Reply
  • 0 in reply to Chris Raffle

    Hi Chris,

    As it works out, that wasn't the issue after all.  the config did not have the setting.  The field for the "Last Call" in the Accounts and Contacts modules is updated automatically, but the fields for the "Last Email" do not.  I've been working with Sugar Support on this trying multiple things to see if the records will update when an email is archived.  I even looked at the old Workflow (that they said was going away, but it isn't).  I've manually saved 845+ records this weekend to update the "Last Email" field and I'm still looking for a way to trigger the field update.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

Children