AnsweredAssumed Answered

Set default contact fields when creating from an account

Question asked by Vince Outlaw on Sep 6, 2019
Latest reply on Sep 12, 2019 by Vince Outlaw

When we create Contacts from an Account (via the subpanel), we'd like to have the Contact Assigned To and Teams fields be the same as the Account, with the option to then change before saving the new Contact. We'd like to do something similar when creating Tasks from an Account. What's the best way to accomplish something like this? We are on Sugar Enterprise 9.1. Thanks!