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Set Up Contacts to Multiple Accounts in Public Sector
Allow users to relate a constituent's contact record to more than one account so that you can more accurately and flexibly track their relationships.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To edit Account Settings and page layouts: | Customize Application |
By default, a contact record is related to one account, but there are myriad reasons to relate a constituent’s contact record to multiple accounts in Public Sector. For example, a constituent may apply for multiple licenses or permits for different business (and person) accounts. Or, if you use party relationship groups, you must relate contacts to multiple accounts to make constituents members of a group or household.
For these scenarios and others, enable Contacts to Multiple Accounts so that you can relate one contact—a person account—to multiple accounts without creating duplicate records. When Contacts to Multiple Accounts is enabled, the account in the Account Name field on the contact record is the contact’s primary account. The relationship between the contact and its primary account is a direct relationship. All other accounts that are related to the contact are indirect relationships.
Turn on Contacts to Multiple Accounts
First, turn on Contact to Multiple Accounts.
- From Setup, in the Quick Find box, enter Account Settings, and then select Account Settings.
- Click Edit.
- In Contacts to Multiple Accounts Settings, select Allow users to relate a contact to multiple accounts.
- Save your changes.
Add the Related Contacts Related List to the Account Page Layout
Next, make it easy for users to see related contacts or group members on an account record page.
- From Setup, in Object Manager, click Account.
- Click Page Layouts and then click Account Layout.
- In the palette, click Related Lists.
- Drag Related Contacts to Related Lists in the layout.
- Save your changes.
