Adding Contact Role to a Transaction or Entry Form

Create a Custom CRM field.
1. Navigate to Customization > Lists, Records, & Fields > CRM fields > New.
2. Create a new field with the following settings:

• Type: Free Form Text
• Store Value : False
• Applies to : Case
• Display: Subtab - Main
• Source and Filtering Tab: Source list - Contact
• Source and Filtering Tab: Source from - Role

3. Enter Label.
4. Click Save.
5. Create a New Case.
6. Select a company with several contacts on the Company field.
7. Select the Contact with a Primary Contact role.

Results: The Custom CRM field is not showing any value.

Contact Role is not a main entity field on Contact records. Most of the fields that can be added on Transaction and Entry forms are on the main section of the Contact record , while the Contact Role is on a sublist under the Companies subtab. The Contact record can be a contact for multiple companies and it can have different Contact Role per company.

Create a Custom Entity field that will be used as the new Contact Role.
1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
2. Create a new field with the following settings:

• Type: List/Record
• List/Record : Contact Role
• Store Value : True
• Applies to : Contact
• Display: Subtab - Main

3. Enter Label.
4. Click Save.

Note: Edit the Custom CRM Field and ensure that the custom entity field is selected in Source From value field.