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Finance | Project Operations, Human Resources, ...
Answered

Contact Name that is not marked Primary

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Posted on by 307

I need to import several hundred contacts on the contact card that are NOT primary contacts.  Can someone guide me where I can find this field to import through data management or even through Excel Workbook designer.  When I pull Party Contacts V3 the Contact Name field is not available for me to pull nor add.

The circled area in the picture is where I'm talking about.

Again this is for NON-Primary contacts.

pastedimage1639066666235v1.png

I have the same question (0)
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    14,679 Super User 2025 Season 2 on at

    Hi Vickie8346,

    Does field "Contact name" a customized field that you have created via "Create new filed" function"?

    The standard entity does not include this field.

  • André Arnaud de Calavon Profile Picture
    301,053 Super User 2025 Season 2 on at

    Hi Vickie,

    Alireza is correct. This field is not part of the standard application. It is part of a customization or configuration of a custom field. In that case, also the data entity needs to be extended with the field.

    I wonder why this field is added on this list as there is a specific form to maintain contact persons for each customer.

  • Vickie8346 Profile Picture
    307 on at

    Well, that would make sense why I cannot figure it out.  Thank you.

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