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Account Owner automatically added to Account Team

Hi experts,

I would like to know if it is possible to automatically add the account owner to the account team in C4C ?

For instance, when a user manually creates a new account, by default this user would be added in the Account Team as Account Team Member.

thanks for your help

Christophe

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1 Answer

  • Apr 24, 2017 at 06:33 PM

    Hi,

    Kindly do the PDI enhancement for Customer-AfterModify event to update Account Team. In AfterModify event write code to update CurrentEmployeeResponsible node with the employee ID logged in. Employee ID can be retrieved using the combination of "Context" reuse library and "Identity" BO.

    Same can also be done in BeforeSave as well. So please do it according to your business need.

    Thanks

    Saurabh

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