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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.

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Thread: Managing multiple Primary Contacts

Alec Denholm
Posts: 23

Managing multiple Primary Contacts Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 23 May 08 3:17 AM

I have a requirement to allow multiple Primary Contacts for Accounts. I had thought this would be as simple as removing the code which removes the 'IsPrimary' flag from other Contacts when the current Contact is set to Primary.

However, the code which does this is proving rather difficult to find. The checkbox on Contact Detail (v7) doesn't appear to have any events, and the OnValidate of the form also doesn't appear to cover this process.

Can someone point me in the right direction to disable this code?

Many thanks,

Alec D

[Reply][Quote]

Bob (RJ)Ledger
Posts: 1103

Re: Managing multiple Primary Contacts Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 23 May 08 6:35 AM

There are many things in SalesLogix that depend on a single primary contact per account. In fact, it gets a bit nasty if there is no primary.

You are pushing a rope uphill here.
--
RJLedger - rjlSystems
"...Customer First..."

[Reply][Quote]

Phil Parkin
Posts: 819

Re: Managing multiple Primary Contacts Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 25 May 08 4:50 PM

Agree with RJL on this - suggest you consider adding a new CONTACT field and use that for your purposes.

Phil

[Reply][Quote]

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