Updating contacts from account level

[mikesunit]

Hi all,

New to Sugar as have just moved over from Act!

There is one feature that seems to be missing from Sugar that Act has. The ability to update linked contacts with certain pre-defined field information.

At an account level you should be able to update the phone and address details and these should map across to all of the contacts. Otherwise you have to go through each individual contact and update the same details over and over.

Is there a plugin or anyway of doing this in Sugar?

Thanks in advance.

[Angel]

Sugar automatically prompts you to copy some of that data under certain conditions, but for the life of me, I can't remember the exact scenario/steps at the moment.

In any case, it is possible to do it through other means, for example through the use of a logic hook. That facility would allow you to choose the fields to copy and wouldn't require user confirmation.

[jnassi]

If you're on the Account DetailView, and then use the Create button in the Contacts subpanel, the phone and address fields will auto-populate into the Contact. You then have the ability to modify the contents -- for instance, an individual Contact's office phone will be different than the main phone number for the Account.

[Angel]

I've seen another scenario where when one is editing a record (can't remember if it is account or contact), a javascript prompt appears asking if one wishes to copy data from parent.

For the life of me, I can't remember the exact steps and I am pretty sure I didn't install any modules that added that functionality.

Do you know what I am talking about? Or should I put the crack pipe down? Or both? LOL

[jnassi]

Hmm, I can't recall a spot where there's a prompt for it...

The reverse of what I mentioned will also pull in the address information. If you start from a Create Contact screen and then select an Account, the Account data will flow into the Contact.

[Angel]

I remembered the scenario I was thinking of...

It is related to when one changes the relationship of a contact from one account to another. Sugar will prompt you to ask whether or not you wish to copy the data of the new account the contact has been linked to.

[jnassi]

I remembered the scenario I was thinking of...

It is related to when one changes the relationship of a contact from one account to another. Sugar will prompt you to ask whether or not you wish to copy the data of the new account the contact has been linked to.

There you go... no need to put down the crack pipe now

[Angel]

Not until it begins to impair my memory. ROFL