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Thread: Updating Contact's Account Overrides Their Personal Address and Phone

  1. #1
    Belling is offline Member
    Join Date
    Nov 2008
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    5

    Default Updating Contact's Account Overrides Their Personal Address and Phone

    How do I turn this functionality off??? We have contacts that change companies frequently, but their personal address and phone number is rarely the same as the main company's corporate address and phone number. However, when we update the "Account" for a contact, the system automatically wipes out their personal office phone and primary address and replaces it with whatever is on the new account page. How do I turn this off??

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
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    Default Re: Updating Contact's Account Overrides Their Personal Address and Phone

    Hello,

    What version of Sugar are you using? I just tried this out on 5.1b, and when selecting a new Account for a Contact, get a popup message asking whether or not you want to overwrite the Contact's address and phone number with that of the new account. So you now have the ability to change the account but keep the Contact's address and phone
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

  3. #3
    Belling is offline Member
    Join Date
    Nov 2008
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    5

    Default Re: Updating Contact's Account Overrides Their Personal Address and Phone

    I'm in 5.0.0. Does my version not have that capability?

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