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Default value not populated when Company is auto created

Copper Contributor
Posts: 79
Country: Australia

Default value not populated when Company is auto created

Hi,

 

Client has 2 company fields that have a default value, when they create a new company the default values populate.  But with the Company creation turned on (Tools | Preferences... then on the Admin tab), the default values do not populate in the field.

 

I wanted to know if this was expected behaviour or some sort of bug.  

 

Running Act! Premium Version 17.2.217.0

 

Thanks

Damon

 

Moderator
Posts: 68
Country: United_Kingdom

Re: Default value not populated when Company is auto created

[ Edited ]

Damon,

 

I have just tested this in my own copy of Act! Premium and it worked fine for me. I am also running 17.2.217.0.

 

Just to clarify, the customer is creating a new contact which in turn creates a new company automatically? It is this company which is not auto-populating a field?

 

If this is the case, I would start by creating a new, test field which also auto-populates and see if it is the same. You can also test this in a different database to see if the problem is database specific.

 

Regards

 

Peter

 

 

 

Copper Contributor
Posts: 79
Country: Australia

Re: Default value not populated when Company is auto created

Thanks Peter

 

Yes correct, This is when Act! auto creates the company from contacts.

I tested with a demo DB on my local with Act! Premium Version 17.1.169.0, Hot Fix 3.  If I create a new field yes this does work, does not seem to work if the field uses a dropdown or any of the default fields.  I might get the customer to recreate the fields without a dropdown

 

Cheers

Damon

Copper Super Contributor
Posts: 478
Country: Australia

Re: Default value not populated when Company is auto created

[ Edited ]

Same thing happens for creating a contact from outlook

 

For example phone number change to +1, Country on the address fields does not set at all


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Moderator
Posts: 68
Country: United_Kingdom

Re: Default value not populated when Company is auto created

Hi Jason,

 

I have tested this in my own copy of Act! and I am unable to replicate the issue. Can you test this in a different database (demo DB?) to see if you encounter the same problem. 

 

Peter