{"id":65,"date":"2008-12-20T05:41:00","date_gmt":"2008-12-20T05:41:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=65"},"modified":"2008-12-20T05:41:00","modified_gmt":"2008-12-20T05:41:00","slug":"can-the-account-manager-at-the-person-level-be-updated-when-the-account-manager-is-changed-at-the-company-level","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/12\/20\/can-the-account-manager-at-the-person-level-be-updated-when-the-account-manager-is-changed-at-the-company-level\/","title":{"rendered":"Can the Account Manager at the Person level be updated when the Account Manager is changed at the Company Level?"},"content":{"rendered":"<p>When we create a new Company, the routine written in UpdateRecord() function has gets fired. we can check the company id generated in the IF statement to decide whether it should proceed further or not. <\/p>\n<p>We can use the following code to resolve the problem: <\/p>\n<p><snippet> <br \/>function UpdateRecord() <br \/>{ <br \/>var compid = new String(eWare.GetContextInfo(&#8216;Company&#8217;,&#8217;Comp_CompanyId&#8217;)); <br \/>if(compid==&#8221;&#8221; || compid==&#8221;undefined&#8221; || compid==&#8221;NULL&#8221;) compid =0; <br \/>if(compid>0) <br \/>{ <br \/>\/\/ Update Acct Mgr on Person record when updated at the Company Record level <br \/>var accmgr = comp_primaryuserid; <br \/>var compid = eWare.GetContextInfo(&#8216;Company&#8217;,&#8217;Comp_CompanyId&#8217;); <br \/>\/\/ sql string that will update the person records associated with this company <br \/>sql=&#8221;UPDATE Person SET Pers_PrimaryUserId=&#8221;+accmgr+&#8221; WHERE Pers_CompanyId=&#8221;+compid <br \/>\/\/ execute the sql <br \/>UpdateQuery = eWare.CreateQueryObj(sql); <br \/>UpdateQuery.ExecSql(); <br \/>} <br \/>} <br \/><\/snippet><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When we create a new Company, the routine written in UpdateRecord() function has gets fired. we can check the company id generated in the IF statement to decide whether it should proceed further or not. We can use the following code to resolve the problem: function UpdateRecord() { var compid = new String(eWare.GetContextInfo(&#8216;Company&#8217;,&#8217;Comp_CompanyId&#8217;)); if(compid==&#8221;&#8221; ||\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/12\/20\/can-the-account-manager-at-the-person-level-be-updated-when-the-account-manager-is-changed-at-the-company-level\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1761,2543],"class_list":["post-65","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-person","tag-users"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Can the Account Manager at the Person level be updated when the Account Manager is changed at the Company Level? - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/12\/20\/can-the-account-manager-at-the-person-level-be-updated-when-the-account-manager-is-changed-at-the-company-level\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Can the Account Manager at the Person level be updated when the Account Manager is changed at the Company Level? - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"When we create a new Company, the routine written in UpdateRecord() function has gets fired. we can check the company id generated in the IF statement to decide whether it should proceed further or not. We can use the following code to resolve the problem: function UpdateRecord() { var compid = new String(eWare.GetContextInfo(&#8216;Company&#8217;,&#8217;Comp_CompanyId&#8217;)); if(compid==&#8221;&#8221; ||\u2026 Read More &raquo;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/12\/20\/can-the-account-manager-at-the-person-level-be-updated-when-the-account-manager-is-changed-at-the-company-level\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2008-12-20T05:41:00+00:00\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/12\/20\/can-the-account-manager-at-the-person-level-be-updated-when-the-account-manager-is-changed-at-the-company-level\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/12\/20\/can-the-account-manager-at-the-person-level-be-updated-when-the-account-manager-is-changed-at-the-company-level\/\",\"name\":\"Can the Account Manager at the Person level be updated when the Account Manager is changed at the Company Level? - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"datePublished\":\"2008-12-20T05:41:00+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/12\/20\/can-the-account-manager-at-the-person-level-be-updated-when-the-account-manager-is-changed-at-the-company-level\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/12\/20\/can-the-account-manager-at-the-person-level-be-updated-when-the-account-manager-is-changed-at-the-company-level\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/12\/20\/can-the-account-manager-at-the-person-level-be-updated-when-the-account-manager-is-changed-at-the-company-level\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Can the Account Manager at the Person level be updated when the Account Manager is changed at the Company Level?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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