Is there a way to have the phone no and email automatically populate in additional account info when typed into the primary contact?

Hi @ppowell  To achieve this, it requires a small piece of customization.

Thanks for confirming it’s possible.

I believe I would need the add a field updated event and put in the logic there to update the field with the value that was just updated.

I had a look at adding this on the primary contact field (top right) and can get the value I want to insert into the default contact email address field (bottom left under additional account info) but I can’t see how to reference that field.  They both seem to be called Contact.EMail and if I add an event handler to either I seem to end up with the same code. Is there a way to specify it's the contact,.email under DefContact instead of PrimaryContactCurrent?

This is what I have so far which admittedly is not much:

protected void Contact_EMail_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler)
    {
      if(InvokeBaseHandler != null)
        InvokeBaseHandler(cache, e);
      var row = (Contact)e.Row;

      if (row == null) return;

      // Update the value in Contact section
      PXTrace.WriteError(row.EMail);
      
      
    }

Or am I going about this completely the wrong way?

Thanks for any pointers,

Phil

Hi @ppowell were you ever able to resolve your issue? Thank you!

Hi @Chris Hackett, no we were not able to resolve this and it would really save a lot of time for us if this was possible. I’ve looked at it again and I just can’t tell how to target the correct fields to accomplish this.

Phil 

Hi @Naveen Boga, thanks for responding, I really appreciate it.  I’ve had a look but I’m stumped on how to target the correct Contact fields.  Do you know how I would target the correct field to update the additional account info email and phone no when the primary contact email and phone no is entered?

Thanks,

Phil

Hi @rosenjon, thanks so much for your response.  I will look into doing it that way.  I really appreciate you giving your time to answer this.

Phil