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Don't have an account?
Tim Mauro 8
Set default account on contact
Hi all - we don't use accounts in my installation, yet the reports all need an Account or the Contacts don't show up.
It is easy enough to update all existing contacts with AcctID=Individual, but how can I set it up so any new Contact has default of Individual account?
Please don't say "make Account required field and make them pick Individual".. I want it to default.
Thank you!
It is easy enough to update all existing contacts with AcctID=Individual, but how can I set it up so any new Contact has default of Individual account?
Please don't say "make Account required field and make them pick Individual".. I want it to default.
Thank you!
You can use any automation process -(Process builder etc.) or Trigger to do so.
Putting that for any new contact , fixing up one AccountId. (Don't hard code AccountId instead use Custom Label).
Thanks,
Sucharita
All Answers
You can use any automation process -(Process builder etc.) or Trigger to do so.
Putting that for any new contact , fixing up one AccountId. (Don't hard code AccountId instead use Custom Label).
Thanks,
Sucharita