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Thread: autofill account name in quick create case

  1. #1
    cswilliams is offline Junior Member
    Join Date
    May 2008
    Posts
    4

    Default autofill account name in quick create case

    Hi,
    Very new to Sugar. Evaluating it to help with customer service emails. I have one question though so far. When I get a new customer service inbound email from a customer, and then quick create a case, I notice that it auto fills in the subject and description from the fields in the email, however the 'account name' field is always blank. Is there anyway to get it to see if the address from the email already matches an account, and automatically fill the account in?
    Hopefully that makes sense.
    Thanks

  2. #2
    ptemplin7 is offline Sugar Community Member
    Join Date
    Jun 2007
    Location
    Puget Sound Washington
    Posts
    380

    Default Re: autofill account name in quick create case

    You would need to write some php to search the accounts for that email if I understand you correctly.

    This should be straight forward but would need so custom coding. Probably use a logic hook in the quick create.

    Good luck,
    Paris

  3. #3
    mikrob35 is offline Senior Member
    Join Date
    Sep 2008
    Posts
    22

    Default Re: autofill account name in quick create case

    Hey'

    Did you manage to write php code for this logic_hook?

    I'm trying to write a logic_hooks.php file to auto assign the current account when I create a task from the detail view of an account...(but I'm not yet good enough at programing to do this )

    Thanks in advance for your help.

  4. #4
    mikrob35 is offline Senior Member
    Join Date
    Sep 2008
    Posts
    22

    Default Re: autofill account name in quick create case

    My mistake : there is no need for a logic hook as the task is related to its parent by default.
    => then you just need to unshow the "related to" field from the quickecreateview page of the studio

  5. #5
    kingbutter is offline Member
    Join Date
    Mar 2010
    Posts
    13

    Default Re: autofill account name in quick create case

    Any new progress on this? We are looking to do the same thing.

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