Submit Ticket

Pepperi Knowledge Center

Search, browse articles, find answers

Which rep (user) created a new account

Completed

Comments

3 comments

  • Official comment
    Avatar

    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

     

     

    Merav Bitton
    Comment actions Permalink
  • 1
    Avatar

    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. 

    lior goell
    Comment actions Permalink
  • 0
    Avatar

    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)

    Merav Bitton
    Comment actions Permalink

Please sign in to leave a comment.

Still need help? We're here for you

Submit Ticket