Contac Persons without role categorie Contac person

[Former Member]

Hello Everybody,

When we use the "quick create" contact persons in the assignement block "Contact persons " from the Account (CRM WEB UI). The person is created but the role Contact person is not automatically assigned to the new person created.

Can we force by customizing to the system to create the person with this role?

Is it possible that this process has change in time?

I think i have seen this working the way i´m looking for now....

Thanks in advance.

Marga Ribes

[Arno-Meyer · Accepted solution]

Hello!

Yes, the role will not get assigned automatically by default.

However there is an option to do this:

Please check [Note 1117424 - Contact Person-role not created for Contact Persons|https://websmp130.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=1117424]

In addition I want to recommend additional improvements regarding the handling of Contact Persons. Here I've published two blogs:

[CRM 7.0 - How to distinguish between Contact Persons and Accounts?|http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/13833] [original link is broken] [original link is broken] [original link is broken];

[Two options you should know to improve the handling of Contact Persons in CRM|http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/16022] [original link is broken] [original link is broken] [original link is broken];

Best regards

Arno