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Similar to opportunities, I would like to be able to add contact roles to a service contract (sales rep, customer service rep, customer portal contact, after hours contact, etc.) Anyone know how to do this?
1 respuesta
  1. 2 jun 2013, 16:38
    Native Contract Roles are not available for the Service Contract object, however you could create a junction object between the Service Contract object and Contact object to replicate Contact Role. 

     

    You just need to create a custom object, create a Master-Detail relationship between it and Service Contract, another between it and the Contact object, and a picklist field with a list of roles. You can create a checkbox field to represent "Primary" but unless you can write code, you wont have a way to prevent Primary from being checked on more than one "Contact Role".

     

    http://na9.salesforce.com/help/doc/en/relationships_manytomany.htm
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