When You Create Opportunity From A Contact, The Incorrect Account Is Associated To The Opportunity
Last updated on JANUARY 13, 2017
Applies to:Oracle Fusion Sales Cloud Service - Version 18.104.22.168.0 and later
Information in this document applies to any platform.
On : 22.214.171.124.0 version, Accounts, Contacts, Households
Edit contact: Start with Test Contact , associated to Account Test Account 1
We go to Opportunity tab.
We click Create Opportunity, and automatically Test Account 1 is the Primary Contact and Test Account 1 is the Account.
This is as expected.
We now change the Account Test Contact is associated to, from Test Account 1 to Test Account 2
We click Save. We can see Test Account 2
Go to Opportunity tab and click Create. Account field has Pinnacle Technologies (the old account) populated
The correct account name to be associated.
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