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Thread: Automatically assigning a contact

  1. #1
    svaish is offline Sugar Community Member
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    Default Automatically assigning a contact

    Hi guys

    Is there a way of automatically assigning a contact to the same assigned user as what is in the account? I am unsure why you would have an account assigned to user x and the contact assigned to user y. None the less it would be good to see that when you change the assigned user to x the contact(s) also change to x, rather than having to manually change them.

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Automatically assigning a contact

    Consider an Account in a large company ... there may be thirty or forty people that your company deals with .. an some Contacts ... the Account may be split across product/service lines ... different people deal with different Contacts.

    but to answer your question, no ... not without some code modifications.

  3. #3
    mikesolomon is offline Sugar Community Member
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    Default Re: Automatically assigning a contact

    Quote Originally Posted by svaish View Post
    Hi guys

    Is there a way of automatically assigning a contact to the same assigned user as what is in the account? I am unsure why you would have an account assigned to user x and the contact assigned to user y. None the less it would be good to see that when you change the assigned user to x the contact(s) also change to x, rather than having to manually change them.
    You could do it fairly simply with a before save logic hook
    Mike Solomon
    Development Manager
    Ivy Ltd
    www.ivy.ltd.uk]www.ivy.ltd.uk

    php version 5.2.6
    MySql 5.1.59

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