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Employee as contact person

rafal_d
Explorer
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321

In the old SAP CRM it was possible to add roles to created employee and make it contact and employee at the same time. 

In SAP Sales Cloud when I open Employee I also do see option called "Is also Contact", but unfortunately it is only visible on Employee in Adaptation. Even though it is marked to be visible "Set as visible" it is not displayed. In the setting there is disclaimer "Select the checkbox to make an element visible on the screen. This feature is available for administrators only. Note that if the element is already set as not visible by SAP, or Cloud Applications Studio, the administrator cannot override the setting." So maybe it is the case.

We do have employees coming from CRM and for them in Employee record I do see ""Is also Contact" since in CRM they have both roles.  The problem is how to add such role (contact) to employee created in SAP Sales Cloud. Is it possible?

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Juliuspereira
Active Contributor
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Have you tried this? adding it as a contact in relationships. 

Juliuspereira_0-1733319490074.png

In the account it appears under relationships

Juliuspereira_1-1733319565580.png

Though this is not exactly what you are looking for (since its a personal contact and appears under relationships and not a contact person under the contacts tab), wondering if this could work.

Julius

 

rafal_d
Explorer
0 Kudos

thanks for your advice.

is this SAP standard relationship?
Like BUR001 is "Has Contact Person" or "Is Contact Person For" depending on the direction, but what is "Is Personal Contact Of" ? What SAP code it has? I do not see it.

I checked following Business Option
General Business Data: Business Partners: Handling of Business Partners: General Business Partners
I do not see such relationship in our system

Juliuspereira
Active Contributor
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It is standard in C4C. Not sure if that comes from CRM
rafal_d
Explorer
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in our system is not visible. But we have an answer. If you see list of contacts and got to MORE there you should see "Create from Business Partner" and you can select there Employee. In that way new contact is created which is also employee (have both roles)