User Ideas, Improvements and Issues

Contact Transfer button should create missing IND record

When using the contact transfer button on a contact that does not have an individual record, A new individual record should be created and linked to the contact record being made inactive and linked to the new contact record being created. Also, the data from the contact record being made inactive show flow to the new individual record and the new active contact record.
  • Dustin Foreman
  • Feb 21 2020
  • Future consideration
Software or Initiative Salesforce
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