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Thread: snapshotting contact data

  1. #1
    fundecassa is offline Sugar Community Member
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    Default snapshotting contact data

    I would like to implement something like the button "select" (account) in the contacts-editview in my new module with the only difference, that I do not want to pull data from accounts but from contacts to my new module. Is this possible in an decent (upgradeable) manner?
    I want to snapshot (not screenshot! .-) )at certain points specific contacts-data and transfer them to my self-created module.

    Thanks for your ideas!

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: snapshotting contact data

    Try adding a custom field of type "relate" to your custom module and relate it to contacts.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
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    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
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  3. #3
    fundecassa is offline Sugar Community Member
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    Default Re: snapshotting contact data

    Yes, I'm getting my data via "related" fields. As long as I want the actual data this is okay. But in my new module I want to cut (snapshot) my relation and save the data after a certain time just by clicking something like "fix-data". How should I do this?
    Thanks for replying!

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: snapshotting contact data

    I am not sure I understand what it is you are trying to accomplish. Can you provide a more concrete example?
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  5. #5
    fundecassa is offline Sugar Community Member
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    Default Re: snapshotting contact data

    In the module contacts a maintain my contact-data up-to-date. In the new module I use part of these contact-data during the lifetime of a certain project (The contact-data (lets say phone-number and institutional function). If during my project data in contacts change also in the new module the data in the "related"-fields change. So far everything okay.

    When my project ends I want to fix these contact-data from inside the new module in a separate record just by one click. For example I want to know in two years under which phone-number and institutonal function I did communicate with the respective Person at the lifetime of the project, although now I have different actualized data in the contacts module.

  6. #6
    Angel's Avatar
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    Default Re: snapshotting contact data

    Wouldn't a simpler solution be to create a logic hook that looks at the status of the project to check if it is "completed" and then copy the data automatically if so?
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  7. #7
    fundecassa is offline Sugar Community Member
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    Smile Re: snapshotting contact data

    Aha, "logic hook" is the keyword, I will try it and come back to you. Thank you very much!

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