Which rep (user) created a new account

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We have several customers that need to know which rep (user) created a new account, 
Is it possible to receive this information from Pepperi via integration? 
When we receive the xml file we have some information about the account created, like name, address, custom fields, and so on. However, there isn't information about the sales rep.

Kind regards.

Neo Networks Developers March 04, 2019 04:52

• Official comment

  

  Hello and sorry for the late response on this! 

  This is a known issue, and the way to get around it, is to include a mandatory Account custom field on the Account form that is either a text box field requiring the Account creator to type their name, or a pull down menu with the sales reps names pre-defined, and the creator needs to select their name.

  I hope this works for you.

  thanks

   

   
• 1

  

  Hi Neo Team!
  
  Another option that will make this an automated process is to use the new client API with a "Behind the scenes" custom form:
  
  When the user submit the account, you will run a background custom form that will get the "Context" data and will save the Agent ID/Name to an account field:
  
  https://apidocs.pepperi.com/#context-run-time-scope-of-data-retrieval-and-data-update
  
  For more help an data you can open a ticket to the TC team and they'll help. 
• 0

  

  Hi Neo, there's a detailed guide, including the required api call Lior mentioned above here:

  Get User who created Account (code included) (you'll be directed to sign in to view this, sign in with any pepperi user to access it)

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