A new Contact Role Setup screen has been added to Setup > Account. This screen will allow companies to define contact roles and manage contacts using the Contact Role. As part of this new functionality, the Add/Edit Contact screen has been configured to pull values for the Role 1 and Role 2 drop-downs from the Contact Roles defined via this setup.
Pathway: Setup > Account > Contact RoleIn addition, the following fields have been added to the Contact Information and the Contact Information New entities in the Database Query tool. Use these fields to filter Contacts based on Contact Roles defined.
- Contact Role 1 Name
- Contact Role 2 Name
- Contact Role 1 ID
- Contact Role 2 ID