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Primary field MIA when creating new Contact Role on Opportunity

 

When creating a new Contact Role from the Opportunity in Lightning, the "Primary" field is missing from the create screen. Users find it very tedious to create a Contact Role and not be able to mark the role as primary at the time of creation.  Rather they have to save the record then go back in and add primary.  More clicks = unhappy users.  

Support says no way to add the Primary field in at this time.  

 

Please consider voting for this idea... or if you know a work around would love to hear it.  

 

thanks, 

Add Primary field to Contact Role create

3 commenti
  1. 7 nov 2019, 22:01
    It's a different way of managing it for sure! It's adding one or more people on the first screen, and then managing the details for all of them on the second screen, including who is primary. Bit of a mind shift!
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