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            Configure Search Before Creating for Contact Point Addresses

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            Configure Search Before Creating for Contact Point Addresses

            Configure the account page layout to enable users to check for duplicate contact point addresses before they create a record. Users can search for duplicate addresses for business and person accounts.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To edit a page layout: Life Sciences Commercial Admin permission set
            1. From Setup, go to Object Manager.
            2. To add the New button for a person account record page, find and select Person Account.
            3. Click Page Layouts, and then select the page layout that's currently active for the profile.
            4. Go to the Contact Point Addresses related list, and click the settings icon icon.
            5. To enable search before users create contact point addresses, in the Buttons section, configure the button.
              1. Deselect the New standard button.
              2. From Available Buttons, move the New custom button to Selected Buttons.
            6. Save your changes. To see the button, refresh the account page.
            7. To configure the Newbutton for business accounts, from Object Manager, find and select Account, and then follow the same procedure.
             
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