Select Account Owner for Company Profiles

Stay is enhanced to allow users to select a profile as an account owner when adding contacts to company profiles.

This enhancement is applicable to company profiles only.

Permissions

The following existing permissions must be assigned to enable users to select an account owner for company profiles:

To support this enhancement, the following changes have been made:

The Search for a guest hyperlink in the Add a Contact pop-up screen (Company Profile ➜ Profile tab ➜ Contacts ➜ Add) that appears when users add a contact to a company profile is renamed as Search for a Profile.
When users select an existing profile or create a new profile when adding a contact to a company profile, a new flag, Account Owner, is displayed in the Profile Contact Information section of the Add pop-up screen. This flag is disabled by default. Users can enable this flag to mark the selected profile as the account owner of the company profile.
A new column, Account Owner, has been added to the Contacts section of the profile. This column displays a radio button that appears selected when the profile is marked as the account owner. When more than one contact is added to a company profile, users can select the radio button of the preferred contact to be marked as the account owner.
A record is created in the Company History section of the profile when a contact is marked or removed as the account owner.

A company profile can have a different account owner and primary contact.

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