Auto-populate custom field from Accounts to Contacts

[danheff]

Hi, I have a custom field in Accounts that I want to auto-populate into a contact, either upon creation from within an account (i.e., such that account relationship is created automatically), or after selection (i.e., contact created from within contacts module and account associated manually).. I've followed a couple of similar posts without success. This field is a drop-down menu, so somehow would need to select same drop-down menu item as associated account.

Thanks!

[salesagility]

There is no native functionality to do this ... you'd need to write some custom code.

[andopes]

Hi, I have a custom field in Accounts that I want to auto-populate into a contact, either upon creation from within an account (i.e., such that account relationship is created automatically), or after selection (i.e., contact created from within contacts module and account associated manually).. I've followed a couple of similar posts without success. This field is a drop-down menu, so somehow would need to select same drop-down menu item as associated account.

Thanks!

There is an easy to implement feature for Contacts EditView, where you are going to select the Account, but for any other procedure you would need to create a logic_hook before_save on Contacts.
If you want to select a new Contact from subpanel under Accounts you would need to extends the Save2 action, once save function is not triggered at this point.

Regards

[danheff]

Thanks for the suggestions. I actually have a few of these fields here and there...could you provide an example code and location to put it that I can apply to multiple fields? Is it a complicated set-up? Much appreciated.