Dear team,
Could you let me know how to add Contact Role in below scenario.
Edit mode does not have an option to add Contact role. Please advise.
/Damith
You can change this by drilling down to the details of the contact by selecting the contact and clicking the Details button (the blue arrow in a box). This will take you to the Account Contact screen where you can enter the Contact Role.
Thanks !
Could you attach a screen?
Do you mean to connect the contact to the Customer in Person window (‘Contact for Customer’) and the Contact information as below?
I am looking for an option where I do not need to connect the contact added to the customer but add the contact with Role information.
Any help would be appreciated.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.