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Can you change Teams field for Emails related to Accounts?

Kim Cruz

Hi Everyone, 

My company is trying to restrict specific marketing accounts in the account module. Currently we are using a process definition to change the teams field in leads and contacts teams to marketing, when the account team is switched to marketing.  

  • Is it possible to use a bpm to change the email teams field to marketing when the account is switched to marketing?

So far I have tried using accounts as the target module to change the email teams field to marketing with no success. 

Thanks for any ideas,

Kim

  • 0

    Hi Kim,

    Process definitions can only modify records that have an explicit relationship. Emails are a special use case in that they can have an explicit or implicit relationship. Implicit relationships are established by an email address on the Sugar record matching an email address on the email sender or recipients. 

    If you are seeing the teams relationship on the emails unaffected when changing the team on the account to trigger the process definition, then it is likely because those emails have an implicit relationship to the account record. The easiest way to validate that is temporarily remove the email address from the account that matches the email records. If the emails disappear from the subpanel after removing the email address from the account, then they were implicitly related.

    Modifying the teams on implicitly related emails is possible, but it would need to be done via code customization. If you are interested in receiving a quote for that type of customization, please contact us via our website!

    Chris

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