Hi,
I have found this to be true in several environments I have tested...just checking to see if I have missed something, or if this is they way it is supposed to work:
If you:
Create a new Account Record
On the Account Form, click the spyglass for Primary Contact
Create a new Contact and select it for the Primary Contact of the new Account
Save
The Primary Contact in the Account record is properly updated
however.... the new contact record you just created and added as the Primary Contact for the Account .. does not have the Account in the Parent Customer field.
I know the Parent Customer is updated properly in the Contact record if you create the Account, click on Contacts and new. But, if you create the Contact from the Primary Contact on Account form, it isn't.
I put a simple workflow in place to update the Parent Customer for the scenario above, just wondered if this is just how it works, or if there is a setting somewhere I have missed.
Have a great day!
Voni
Voni Garrett
