Hi Team,
I have added a member to a household account using the 'Add Member'. When I go to the member, it shows the relationship with household account on the relationship tree, however household account does not show the added member in the relationship tree.
Relationship tree on Person Account:
2 answers
Ankur, couple of things to check:
- First, verify the AccountContactRelation record exists and is active. Go to Setup → Object Manager → AccountContactRelation and query the records for that household/member pair. Make sure IsActive is set to true and that the Roles field is populated (e.g. "Member"). A missing role is the most common reason the Household tree won't render the relationship
- Second, check whether the Contact's direct Account lookup (Contact.AccountId) is pointing to the Household Account. If it's pointing to a different account (like a person account or a previous household), the Household relationship tree won't show it.
- Third, if the ACR exists and is active but the tree still won't show the member from the Household side, the issue is likely with the Care Program Enrollee or Member Plan record not being associated
The only question I would have is that the member's Contact record a Person Account or a standard Contact? Person Accounts behave differently, as you know.
