RE: Alert or pop-up feature for Do Not Contact?

Julia Weinhold — Fri, 14 Mar 2025 07:51:22 GMT

We actually have the same challenge right now 😃

The email-domain approach is really interesting - we currently start this process from an Opportunity switching to a specific stage which already shows that you are not allowed to contact the customer as long as this phase is active (it can only be removed by actions in a specific Smart Guide).

We show that with this "No smartphone" emoji at the start and end of the display label (which obviously is a thing you can do!), so it looks like this:

Additionallly, with the help of BPM we inherit this to the Account record, where we show it in two ways: 1) with a big red action button that doesn't actually do anything other than being big and red and 2) with another status-drodpown, because sadly, the action buttons only show up in desktop and mobile but are not visible in Sugar Connect. With the additional dropdown, you can also make it visible in list views:

Hope that helps, at least in the "How to visualize this without code customization?"-department ;)

RE: Alert or pop-up feature for Do Not Contact?

Francesca Shiekh — Wed, 12 Mar 2025 20:45:40 GMT

We did something similar which puts a "Badge" on Contacts, Accounts etc when the criteria for that record matches our script/API.

The "Badge" looks like the yellow "Converted" but because we use a CSS class of "label-important" it's Red.
We use the same "Badge" across multiple modules.

Similarly, you can create a no_contact_badge "Badge" which will display if your criteria is met and hidden if not.

For example in the custom directory define your field:
custom/clients/base/fields/no_contact_badge/no_contact_badge.js

({
  extendsFrom: 'BadgeField',
  showNoData: false,
  currentLabel: undefined,
  currentCSSClass: undefined,
  initialize: function(options) {
    options.def.readonly = true;
    this._super('initialize', [options]);
    this._setState();
  },
  _setState: function(){
    var self = this,
        module = self.context.get('module'),
        id = self.model.get('id');
    var url = app.api.buildURL('getNoContact');
    app.api.call('create', url, {'bean_module':module, 'bean_id':id}, {
      success:function(noContact){
        if(noContact){
            self.currentCSSClass = 'label-important';
            self.currentLabel = 'noContact' ;
            self.display = true;
        }else{
            self.display = false;
        }
        self._render();
      },
      error: function(e) {
        console.log(e);
      }
    });
  },
})

My detail.hbs (in that same directory) is really simple show if display is true:

{{#if this.display}}
<span class="label {{this.currentCSSClass}}">{{this.currentLabel}}</span>
{{/if}}

In the custom API called by your BadgeField's controller a simple query will give you all the email addresses related to that Bean and you can loop through to see if any of their domains are "do not contact" in your custom module, and return true if any are, false if not.

SELECT email_address 
FROM email_addr_bean_rel eabr
JOIN email_addresses ea ON (eabr.email_address_id = ea.id)
WHERE bean_module = ? AND eabr.bean_id = ? AND eabr.deleted=0";

In each of the modules where the badge should display add the badge to the record view's panel header.

it will look something like:

        array (
          'name' => 'no_contact_c',
          'type' => 'no_contact_badge',
          'readonly' => true,
          'dismiss_label' => true,
        ),

Hope this helps,

Francesca