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Create custom object during contact creation process?

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  • dmcheng
    replied
    Originally posted by Support.Department View Post
    David,

    We create an alias if any of the information provided in the billing information is different from the Contact record. So if the phone number or address has changed we create an alias for that contact.
    How does this work together with the initial search for an existing record? Do you first look for an existing contact based on the match fields defined in C&P Settings -> Contact Settings? Then you compare the credit card billing information against the Phone / Mailing Address fields in the Contact, and if there are differences, only then do you create an Alias record?

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  • CnP.Support
    replied
    David,

    The Alias allows for manual addition to the object. We create an alias if any of the information provided in the billing information is different from the Contact record. So if the phone number or address has changed we create an alias for that contact.

    You can add it as a related list to the Contact and click on NEW and manually add new contacts.

    Hope that helps.

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  • dmcheng
    replied
    Originally posted by Support.Department View Post
    David,

    What not use the Contact Alias record as a related list that we have.

    That will do exactly as you are describing.
    Is there any documentation that explains how the Alias is created and managed? I searched the manual web pages and didn't find anything.

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  • CnP.Support
    replied
    David,

    What not use the Contact Alias record as a related list that we have.

    That will do exactly as you are describing.

    Leave a comment:


  • Create custom object during contact creation process?

    I have a client who is considering the use of a custom Address object for contacts because they need to track three or more addresses per contact.


    Is there a way to create this address object during the CnP contact creation process? I presume this is not possible inside your process, and that I would have to write an after insert trigger to create the address record after your process is complete.
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