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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario the business requirement is that whenever a Phone Call record is created in the system we need to look at who (Account Contact) is being called & take the text on its description field and place into the description field of the Phone Call. This makes sure that the latest notes are always on the Phone Call.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • The formula executes when the Phone Call gets created
  • It retrieves the first party in the ‘To’ field
  • Depending on whether the party is an Account or a Contact it then looks up the appropriate description field  
  • This retrieved description is placed into the description field of the Phone Call

View this article in full on our support portal