Process task doesn't work for contact module : SierraCRM

Process task doesn't work for contact module

Sugar Workflow | Process Manager 4.5 Forums Process Manager Support Forum Process task doesn't work for contact module

This topic contains 2 replies, has 2 voices, and was last updated by  William Convis 2 years ago.

Viewing 3 posts - 1 through 3 (of 3 total)
  • Author
    Posts
  • #1816

    Deepika

    Hi There,

    I have set up a process in Process Manager.

    Process looks like this:

    Process Details: New Note creation
    Process Condition: When a new note is created by a specific user (API user)
    Task: Update the assigned user for the note from it’s related (Lead/Contact assigned user)

    Process task worked for the lead module. However, when I am trying to add the same process task for contact module it doesn’t show me the fields available to contact module.

    #1818

    William Convis
    Keymaster

    Hello Deepika,
    Do you have a few minutes to join me via skype or goto meeting such that you can show me the process?
    Thanks
    Bill Convis

    #1822

    William Convis
    Keymaster

    SierraCRM contacted Deepika via a skype call. The issue is with a defective Contacts module on their system. They are contacting their hosting partner to determine what is wrong.

Viewing 3 posts - 1 through 3 (of 3 total)

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