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Topics#Data ManagementMelissa Grammatico's Question
Melissa Grammatico (Delta Dental of Michigan) asked in #Data Management
Jul 14, 2016, 1:31 PM

Account Contact Relationship - Can I change a direct relationship?

I just turned on the ability to add account contact relationships in our sandbox. I setup up a contact with two relationships. However, I was under the impression you could later modify the relationships. In my case, I associated the contact directly to a client and not to a third party administrator (the direct should be to the TPA and indirect to the client). I was just testing to see how this worked but I could see this happening in production as well. I checked the system admin profile and the box to edit the direct relationships is unchecked but grayed out. I tried changing the account settings to 'Allow users to delete the account, and automatically delete all direct contacts even if they are related to other accounts' and 'Delete the relationship between the contact and the previous primary account' and then try but this also did not allow a change (I didn't think it would but why not try?). The only thing I have not yet tried is to change the roll up behavior on activities (we still have the default). Again, though, this didn't seem like it would change anything.

 

Does anyone know if direct relationships can be altered later? The direct relationship has no option to delete it (only edit) and when I edit I can't change the direct check box on the direct or indirect relationship. I can delete the indirect relationship.

 

Any help is appreciated! Thanks!
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