Inherite Numbers when Creating a Call

[chrislynch8]

Hi,

When i create a call in my CRMI want it to inherite the Phone Numbers (Work, Home, Mobile) from the realted Account or Contacts.

So If I create a Call under an Account it will inherite it phone numbers and if I create it under contacts it will inherite the contacts numbers.

I know I have to edit the the view.edit.php for the Calls module.

I try to $_REQUEST['parent_type'] to see if its parent is an Account or a Contact, then depending on which it is I will Select (three numbers) from accounts Where id = parent_id and then pass the numbers to the call record

Rgds
Chris

[josh.sweeney]

Although I have never thought of this before I am somewhat surprised that I haven't seen this request in the past. There is no call number field in the calls module.

One option is to change the data that is returned from the popup selection to include the phone number/s and then populate the number field.

[chrislynch8]

I created three phone number fields for Calls and I now want to inherite the numbers inthe parent record Account or Contact.

I have the following code to detect if the parent is an Account or Contact

 if (empty($this->ev->focus->id))
 
   if (!empty($this->ev->fieldDefs['contact_id'}{'value']))
   {
     echo "Parent Contact";
     ##code here to select phone numbers from contact
    }
 
   if (!empty($this->ev->fieldDefs['account_id'}{'value']))
   {
     echo "Parent Account";
     ##code here to select phone numbers from account
    } 
  

This is code that is already in the view.edit.php file from Sugar.

I've used this in another custom module to pull in info depending on whether the parent is an Account or Contact and it works, but when creating a call under and Account or Contact it doesn't seem to detect what the parent is.

Rgds
Chris

[chrislynch8]

Hi,

I've been looking at this a bit more. I am able to request the parent ID and the parent type and I can say when its an Accounts then use a query to pull the numbers from the accounts_cstm field..

But the problem here is that when I create a call under a contact and use the request parent_id and parent type if return that of the Account the contact is a member of, and if the contact has no account it will not return an ID but is will return the parent_type as an Account.

I notice that when I press the schedule call under an Account the relate field is populated with the Account but for a contact with no accoun the relate to field is not populated by the contact as I expect it should and if the contact has an Account the relate is set as the contacts Account and not the contact -IS THIS A BUG??

Rgds
Chris

[chrislynch8]

I have achieved this with a Logic Hook.

[shamimwilson]

Hi friend,

If you don't mind can you please post your solution here.
I am also looking for something similar.

Thanks,