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Thread: How to set default value for sync to outlook

  1. #1
    sennol1905 is offline Junior Member
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    Default How to set default value for sync to outlook

    Hi

    I'm new for sugar crm. We are using sugar crm community edition.

    How can i set "sync to outlook" value checked by default when click "create contact"

    thanks.

  2. #2
    jmertic is offline Sugar Community Manager
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    Default Re: How to set default value for sync to outlook

    You can override the vardef to set the default value for this field. Add a file custom/Extension/modules/Contacts/Ext/Vardefs/synccontactdefault.php with the following contents:

    PHP Code:
    <?php

    $dictionary
    ['Contact']['fields']['sync_contact']['default']='1';

  3. #3
    TarasSY's Avatar
    TarasSY is offline Member
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    Default Re: How to set default value for sync to outlook

    How can I set this value for ALL users? As I understand, "Sync to Outlook" is per-user and per-contact preference.

  4. #4
    jmertic is offline Sugar Community Manager
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    Default Re: How to set default value for sync to outlook

    Quote Originally Posted by TarasSY View Post
    How can I set this value for ALL users? As I understand, "Sync to Outlook" is per-user and per-contact preference.
    The previous post should make it defaulted as new contacts are created. If you want to set it for all current contacts, you can do this via MassUpdate.
    John Mertic
    Sugar Community Manager

  5. #5
    webrecs is offline Junior Member
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    Default Re: How to set default value for sync to outlook

    I have implemented this new vardefs file and it works fine when creating new contacts from within the contacts module of from a sub-panel from within another related module. However it does not work for contacts created from the Convert Lead function.

    Is there way to ensure Sync to Outlook flag can be defaulted to Yes for Contact records created through lead conversions?

  6. #6
    jmertic is offline Sugar Community Manager
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    Default Re: How to set default value for sync to outlook

    Quote Originally Posted by webrecs View Post
    I have implemented this new vardefs file and it works fine when creating new contacts from within the contacts module of from a sub-panel from within another related module. However it does not work for contacts created from the Convert Lead function.

    Is there way to ensure Sync to Outlook flag can be defaulted to Yes for Contact records created through lead conversions?
    It sounds like this is a bug, could you report it at SugarCRM Bug Tracker | Open Source Business & Social CRM - SugarCRM As a workaround, you can use a logic hook or workflow to set the value on newly created records.
    John Mertic
    Sugar Community Manager

  7. #7
    rknapp is offline Junior Member
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    Exclamation Re: How to set default value for sync to outlook

    My company is using the Corporate edition on SQL Server. I cannot find this "sync_contact" field anywhere in the database. I need to do 2 things:
    1. update all existing records so that the "Sync to Outlook" field is set to "Yes".
    2. Configure SugarCRM that this is the default value for all new contacts.

    I have searched this forum and Google for help but I cannot find any.

    Please assist.

    Thank you.

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