Calista,
We can't duplicate this with version 4.13. What is the version you are running?
Also are you using NPSP?
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Auto-create Contact Roles for Opportunity
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Calista,
We need to review and get back to you.
I will keep you posted.
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Auto-create Contact Roles for Opportunity
I deliberatly created a PaaS transaction (through a checkout page) using a different email address from the one I knew was in the salesforce contact record (first and last names are the same).
C&P created a new contact/account - as I would expect (since email address doesn't match), but when it created the contact roles for the opportunity related to this transaction, it created two - one for the OLD (not the same email address used in the transaction) - marked as Primary/Donor and one for the new contact (w/new email).
What's going on here? Is it because first/last names are the same? How is this supposed to work?Tags: None
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