I think I have encountered a situation that you can set 2 or more primary contacts which would cause problems for other activities such as sales order etc.
@AOL This isn’t a Bug though, seems like user’s can have multiple primary contacts for cases where the primary contacts should be pulled for a particular transaction.
Although we will consider the issue and revert if it needs a fix.
I think both @AOL’s and @Mitali_Deshpande’s comments are valid. Perhaps, we can have primary contact for each department/category.
i.e. for Company XYZ
Mr. A is the primary contact for Sales Department - Product A
Mr. B is the primary contact for Sales Department - Product B
Mr. C is the primary contact for Procurement Department
and so on…
Not sure if my idea is the best solution. But as a user, I would like to know the right PIC to contact for each department and/or product
There has been a while since the question was posted, in my use case, I just need one primary contact for the company customer mainly. So what I did is write a custom script to offset other primary contacts if there is any.
I guess it’s just a matter of customization then. Again, thanks for your suggestions.
