Error: Could not find matching record. Primary name field was not mapped or is empty.
The error occurs if the company name or another field on the customer record is used as a reference key when updating the customer record.
There are only three reference keys that can be used when updating a customer record: internal ID, external ID, or customer ID.
- The customer record being updated has a parent customer with several child customers.
- The Data Handling specified is Add or Update.
- Child of is mapped.
- None of internal ID, external ID, or customer ID are mapped.
Please set value for Type
To resolve the error:
- Go to Setup > Customization > Entry Forms.
- Edit the preferred Customer, Lead, or Prospect form.
- On the Customize Form page, select Fields > Main.
- Find the Type field and clear the Mandatory box.
- Click Save.