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Silly Question: Is there a way to remove the last interaction link from an account or contact record?

Bud Hartley

It may not be a good practice, but to create a new Account or Contact record, many of our users make a copy of a similar record and change the content of fields to make the record unique.

For example, they will copy an Account or Contact record that is attached to a Parent Account, and simply change some of the fields (like the name, phone number, email address, etc.) The benefit is that there are many other fields (especially custom fields) that are identical to the source record that don't require data entry (like the assigned user, team, and numerous custom fields).

The last interaction field for the source record is also populated. It isn't a "major" issue since that field is updated when a meeting or call is recorded for the new account or contact record.

Sometimes, there may not be a new meeting or call related to the new Account or Contact to update the link.

My Question: In the on-demand environment, is there a way to unlink the Last Interaction association?

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  • 0

    If you don't mind custom code you should be able to use the extension framework.
      I would argue that should be the case out of the box, though Copying Accounts/Contacts is probably not very common practice.

    Create: 

    Extension/modules/Accounts/Ext/Vardefs/disable_on_copy.php

    <?php
// Prevent the link from copying
$dictionary['Account']['fields']['last_interaction_date']['duplicate_on_record_copy'] = 'no';

    Similarly for Contacts.

    Note that the module name is "Account"/"Contact" singular in the Vardefs.

    FrancescaS

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  • 0

    If you don't mind custom code you should be able to use the extension framework.
      I would argue that should be the case out of the box, though Copying Accounts/Contacts is probably not very common practice.

    Create: 

    Extension/modules/Accounts/Ext/Vardefs/disable_on_copy.php

    <?php
// Prevent the link from copying
$dictionary['Account']['fields']['last_interaction_date']['duplicate_on_record_copy'] = 'no';

    Similarly for Contacts.

    Note that the module name is "Account"/"Contact" singular in the Vardefs.

    FrancescaS

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