Please add Multiple Accounts features to Single Account in #Contact entity

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  • partomas
    Active Community Member
    • Sep 2018
    • 350

    #1

    Please add Multiple Accounts features to Single Account in #Contact entity

    If you look at contact field there are nice features like position or posibility to mark "inactive" near to "Accounts" field (multiple selection). Problem is that use "AccountS" to contact makes some troubles if I want to add contact to meeting not from primary Account. And there are a bit more usecases where we can't use contact easy with multiple accounts, so in this case we switched to single Account option for contact.

    After this switch we figured out that there are no wa to select "inactive", when person not work in this comapny (Account) anymore. We don't want to delete contact to not lose history and relationships in the past, but don't want to disturb him as well as he is not working there anymore. Job position was another very useful field in multiple accounts selection.

    Could you add additional features in contact entity from Multiple Accounts selection to Single Account selection as well?
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9544

    #2
    It's not clear for me to understand. If you could provide clear steps to reproduce the problem, it would be helpful for understanding.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • macistda
      Senior Member
      • Jul 2022
      • 109

      #3
      I think there has to be a primary Link to adress. We normaly fill in the multiple field "accountsIds" and if there is only one filled in (that is nearly 95 % of cases) we fill in the primary with formula like that:

      ifThen(accountId==null && array\length(accountsIds)==1, accountId=array\at(accountsIds, 0));
      ifThen(array\length(accountsIds)==0, accountId=null);

      If there are two of them, you have to fill in the primary (maybe as a required field)

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      • macistda
        Senior Member
        • Jul 2022
        • 109

        #4
        Click image for larger version

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        like that?​

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