Update Contact Owner with Account Owner

[fbnewtz]

Is there an easy way to update all of the contact record owners with the same owner as the account associated with those contacts?

I can't imagine that I am the first person who wants to make this happen. We use permissions to only allow our sales agents to see their own accounts. We had a custom portal developed for our agents that would allow them to get their appointments each day, but now I want to move this functionality into Sugar. Our appointment setters already complain about all of the steps required when they set appointments already. Adding an additional step would be enough to start a mutiny around here.

Any help or even a pointer into something that is similar functionality wise that could allow me to write some custom functionality would be great.

Thanks,

Fred

[mikesolomon]

Is there an easy way to update all of the contact record owners with the same owner as the account associated with those contacts?

I can't imagine that I am the first person who wants to make this happen. We use permissions to only allow our sales agents to see their own accounts. We had a custom portal developed for our agents that would allow them to get their appointments each day, but now I want to move this functionality into Sugar. Our appointment setters already complain about all of the steps required when they set appointments already. Adding an additional step would be enough to start a mutiny around here.

Any help or even a pointer into something that is similar functionality wise that could allow me to write some custom functionality would be great.

Thanks,

Fred

to update the existing contacts to have the same owner as the account could be done by sql

then create a before save logic hook on contacts to get the assigned_user_id from the account

you could also do a before_save on accounts to update contacts

[fbnewtz]

Sounds easy enough. Now I just need to make it happen!


Thanks,

Fred

[eggsurplus]

This SQL should do it for MySQL:

update contacts
inner join accounts_contacts on contacts.id = accounts_contacts.contact_id and accounts_contacts.deleted = 0
inner join accounts on accounts_contacts.account_id = accounts.id and accounts.deleted = 0
set contacts.assigned_user_id = accounts.assigned_user_id
where contacts.deleted = 0

If a contact is related to multiple accounts though it'll just grab one of them

[fbnewtz]

This SQL should do it for MySQL:

update contacts
inner join accounts_contacts on contacts.id = accounts_contacts.contact_id and accounts_contacts.deleted = 0
inner join accounts on accounts_contacts.account_id = accounts.id and accounts.deleted = 0
set contacts.assigned_user_id = accounts.assigned_user_id
where contacts.deleted = 0

If a contact is related to multiple accounts though it'll just grab one of them

Wow. Thanks a million! It would have taken me hours to come up with that query.

Thanks,

Fred

[eggsurplus]

No problem. Glad to have helped!

[mrjeremiahross]

I apologize, but you will have to talk to me like I am 5.

What I really need to do is as follows:

(Ideally without changing contact owners) I would like contacts to be viewable by

1) Admin (done in permissions)

2) Owner (done in permissions)

3) User who is the owner of the account which is linked to that particular contact (The only option I can find is to manually update the contacts with new owners)

Any suggestions?