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What is the best way to select the contact whose name shows on the invoice who is not the primary contact?
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I'd normally have an 'Invoice Contact' lookup field (Contact lookup) on the Account record (and if the person sometimes changes, for specific invoices, then drag the data through into a lookup on the Invoice - populating the field either on creation or when a certain status is reached).
You could use Connections - which would be more elegant from a data design point of view - but it'd be more painful to get/use the data later.
Alternatively, if the person changes for every invoice you can just have a lookup field (or even a text field if you never know more than e.g. their first name) on the Invoice record and get users to populate it manually.
Excellent suggestion, Thanks
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