Automatic field changes for like account numbers

Hello Jackie,

By account number, you aren't referring to the ID but rather a custom field, is this correct? There may not be an easy way to address this issue within the application. You might be able to create a workflow but a logic hook may be the best bet. You could search for records with a similar account number and update them with the same information. Not knowing what version you are running, I will leave you with the general developer guide to point you in the right direction. If you can provide me with the version that you are using, I can try to find more specific documentation and examples.

Kind Regards,

Jason Smith

Hi Jason, we are using version 7.6.2.1. We are currently a Professional customer however have just upgraded to Enterprise, although I have not rolled that out yet.

Thanks, Jackie

Hello Jackie,

Yes, a logic hook would likely be the best bet. Here is the documentation specific to 7.6.x. This should get you pointed in the right direction.

Kind Regards,

Jason Smith

Good morning Jason, thank you so much! Logic Hooks were not available back when we purchased/set-up Sugar...so glad to have this capability now!

Thanks, Jackie