Associate Contacts To An Account
(Doc ID 2379086.1)
Last updated on APRIL 24, 2018
Applies to:Oracle Fusion Sales Cloud Service - Version 126.96.36.199.0 and later
Information in this document applies to any platform.
Associate contacts to an account
Customer have the customized role "Sales Representative +" that allows to view, edit and delete prospect accounts but just allow to view the customer accounts . This is working as expected.
The users are reporting that instead they can't modify the account attributes they need to associate new contacts to customer accounts directly from the contacts tab as they can add new opportunities, lead and notes to this customer accounts. They can actually associate contacts to an existing customer account indirectly from the contact object.
The add contact button is available for prospect accounts as this are modificable.
What we have in the custom "Sales Representative +" role are 2 policies:
- One that allows to view, edit and delete accounts which type is ZCA_PROSPECT.
- One that allows to view accounts which type is ZCA_PROSPECT or ZCA_CUSTOMER.
We have activated the functional policies that allows to view and update customer account contacts, and it also have the functional policies refered to view, update and delete customer accounts (but they are limited by the data policies).
Is there any way to make the button "Add contact" available for those Customer accounts?
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