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Contact as mandatory in account

clovismuller
Participant
0 Kudos

Hello Experts!

Is it possible to mark the creation of a contact as mandatory? Maybe with some validation in the contact tab within the customer registration?

Is there any fine tuning configuration or screen adaptation to force a customer to have a registered contact?

The only way I found to fulfill this obligation was to mark the “Main contact” field as mandatory in the customer registration header. However, this solution does not solve when you want to “More > Add” an existing contact in the new client, in this case it is showing a printout error message.

Thanks!

Clovis Muller

Accepted Solutions (0)

Answers (1)

Answers (1)

Juliuspereira
Active Contributor

Hello Clovis,

What you have configured is correct but that wouldn't enforce the creation of a contact but only enforce assignment of a contact to the account. I don't believe there is any scoping or fine tuning to enforce the mandatory creation of a contact.

If you want to add logic to enforce creation of a contact, during the account creation process, I'm afraid the only possibility is via sdk.

Julius