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Auto-create Contact Roles for Opportunity

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  • CnP.Support
    replied
    Calista,

    We can't duplicate this with version 4.13. What is the version you are running?

    Also are you using NPSP?

    Leave a comment:


  • Calista
    replied
    Any updates on this?

    thanks,
    Calista

    Leave a comment:


  • CnP.Support
    replied
    Calista,

    We need to review and get back to you.

    I will keep you posted.

    Leave a comment:


  • Calista
    started a topic Auto-create Contact Roles for Opportunity

    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?
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