Add Customer As Contact Relationship In a Transaction Record

By system design, if a user creates a Customer record that is an Individual type, it will be also treated as a Contact record and be added accordingly as a Contact Relationship on Transactions record. However, If this is not the case, check if the Show Individuals as Contacts is enabled. 

  • Navigate to Setup > Company > General Preferences
  • Show Individuals as Contacts: Enter Checkmark
  • Click Save

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