Issue #415 new

Workflow create related Account

Kaoe
created an issue

I created a contact worflow to create the account with the same contact data to ensure that all contacts have accounts. But in spite of it properly create the related account, they do not link it to the contact.

Comments (1)

  1. Gabriel Shahzad

    Would you mind sharing your workflow?

    In general the way that you set up contacts and accounts is by converting leads to contacts which will generate an account as well. Usually that is the way of populating your database. However, sometimes people might have pre-existing data they want to include into Zurmo. In that case you'd have to create an account and then create the contacts and link them to the account manually (or by using the portlet within the accounts module).

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