Person Contact Primary Context

Yahoo Archive
1
Thanks Nancy,
Thanks for responding and apologies for not acknowledging.

It is interesting as ideally I would it would have worked from the perspective that you can have one person record setup and it can be linked to all entity types (employee, salesperson, customer etc).  Then you could click on the primary context checkbox and any automated population would adopt that.

I talk specifically about CRM Case management where you have to select a requester, the context drop down allows you to see all links for that contact, including where they have been a contact of a customer, but are now inactive.

I would have expected the functionality (particularly) in the scenario of creating a new case that an inactive linked records would not display, but they do, even better if the primary context could be checked then the dropdown would only display the one record or even auto populate as I believe it does when there is only one context link for that person contact.

Kind Regards
Simon Hall
2
Hello,
I am trying to understand how the Primary Context of the Person Contact records work and have noticed that it  is greyed out and you actually cannot change it through the GUI.  Does anyone know if there is a config setting that allows this to become active.

Doing some research in the 9.05.701 education database the primarycontext field is 0 for all records.  So I am not sure if it is.

Any Assistance appreciated.

Cheers
Simon Hall


3
Hi Simon,

I believe it is based on how you added the contact.  The context of the contact may be (from field help):

Context Link
Specifies the table name and context associated with this person contact link. The available options include:
  • Customer
  • Ship To
  • Supplier
  • Supplier Purchase Point
  • Employee
  • Workforce
  • Buyer 
 So.. if you are doing a sales order and right click open with attention field on ship to, you get a ship to context record.  If you set someone up as buyer, you get buyer context record, if you open with and enter contact on supplier you get supplier context record.

HTH,
Nancy