Apex Code Development You need to sign in to do that
Don't have an account?
Medhanie Habte assign a contact to a Person Account (Silly Question?!)
Greetings our organization uses the Nonprofit Starter Pack and currently works with Person Accounts, one of the issues we run into with our accounts and contacts is that some there are instances in which we want to assign a contact to a record that may be a person account. For instance we have companies and businesses that do not provide an individual representative that come to our organization, so we simply create a contact record for that organization.
This allows us to send emails or generate correspondence in some of our reports. On some occassions, we will then receive a contact representative who is affiliated with the organization and we want to assign to a person account record that already exists, however, the trigger force-renames the account, which we don't want. In essence, we want to be able to assign a contact to an already existing account, even if that account may be a person account. Is there a trigger to address.
I've include a video to demonstrate here.
http://screencast.com/t/LE7AybwbAon
Hope it helps.
This allows us to send emails or generate correspondence in some of our reports. On some occassions, we will then receive a contact representative who is affiliated with the organization and we want to assign to a person account record that already exists, however, the trigger force-renames the account, which we don't want. In essence, we want to be able to assign a contact to an already existing account, even if that account may be a person account. Is there a trigger to address.
I've include a video to demonstrate here.
http://screencast.com/t/LE7AybwbAon
Hope it helps.