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Lucy Simpson-BrooksLucy Simpson-Brooks 

Contacts to Multiple Accounts Settings - Allow users to relate a contact to multiple accounts - Problem

I am unable to check the box Allow users to relate a contact to multiple accounts and don't seem to be able to complete the rest of the steps without doing this, can anyone please advise as this section is confusing me? I'm using Salesforce Classic. Thanks.
Best Answer chosen by Lucy Simpson-Brooks
Parag Bhatt 10Parag Bhatt 10
Hi Lucy,
You need to click on the edit button as below 
1. After following steps above click on edit button
User-added image

see above :)

It will work as expected :)


Please let us know if this will help you.

Thanks,
Parag Bhatt

All Answers

Parag Bhatt 10Parag Bhatt 10
Hi Lucy,
If you want how to Link Contacts to Multiple Accounts. Then follow Below Steps:-

1.From Setup, enter Account Settings in the Quick Find box, then select Account Settings.
2.Select Allow users to relate a contact to multiple accounts.

It will work as expected :)

Please let us know if this will help you.

Thanks,
Parag Bhatt
Lucy Simpson-BrooksLucy Simpson-Brooks
Hi Parag

This box is greyed out and when I click on it nothing happens.

Lucy
Prashant GandhiPrashant Gandhi
Hi Lucy,

Did you click on the "Edit" button before clicking on the checkbox?

- Prashant
Lucy Simpson-BrooksLucy Simpson-Brooks
No! Thank you for your help!
Parag Bhatt 10Parag Bhatt 10
Hi Lucy,
You need to click on the edit button as below 
1. After following steps above click on edit button
User-added image

see above :)

It will work as expected :)


Please let us know if this will help you.

Thanks,
Parag Bhatt
This was selected as the best answer
Lucy Simpson-BrooksLucy Simpson-Brooks
Yes, it has worked, thanks again.
Parag Bhatt 10Parag Bhatt 10
Plese mark it as solved and select answer as best answer if you loved it !!
thanks :)
parag bhatt

 
Lucy Simpson-BrooksLucy Simpson-Brooks
How does one mark the question as solved please?
Prashant GandhiPrashant Gandhi
Click on "View My Questions" on the top left corner(under your name).
Click on "Questions" box.
Open the question you asked and you will find an option for "Best Answer" next to the answer you want to select (just hover the cursor next to flag drop-down)
Lucy Simpson-BrooksLucy Simpson-Brooks
Sorry, I now have another problem with this unit - can you please help? The instructions are confusing, can you please help with the following step?

Add the Related Accounts related list to the contact page layouts your reps use. It’s similar to what you just did in step 3.
Parag Bhatt 10Parag Bhatt 10
Hi Lucy,
I will definately help you out in adding "related accounts" related list to contact page layout.
For your ease i have created a video which let you to create a related list  step by step.
a link has been attached below please find it :)

The VIDEO LINK:-    https://drive.google.com/file/d/1zqlrwq0em4oAxForI4cWedGOJDDwE1U6/view

Just check it out and if you find any problem just comment down below :)

It will work as expected 


Please let us know if this will help you.

Thanks,
Parag Bhatt