We would like the ability to automatically select the Contact - Portfolio record type if a user is creating a new contact in a Company Summary Record. Afterward, we would also like the ability to automatically populate the Company Summary in the Account Type picklist field in the Contact creation page.
Similarly, we would like the ability to automatically select Contact - Investor Relations record type if a user is creating a new contact from a Investor or Advisor account. Afterward, we would like the ability to automatically populate the Account Type (Investor or Advisor) in the Account Type picklist field in the Contact creation page.
I would also like to verify that the Account name will auto populate in the Contact creation page if the contact is being created under a Investor or Advisor Account record type. Also that the Company Summary name will auto populate in the contact creation page if the contact is being created under the Company Summary Account Record Type.
Example: If a user is in a Company Summary record and clicks New Contact button, they will automatically be directed to a Contact Portfolio record type creation page with the related Company Summary populated in the Company Summary name field and also in the Account Type field.
Please note: We would like these abilities to be performed on the standard Salesforce Contact creation page and not the Contact creation Visualforce page.
*Post Deploy Fundpanel Notes*: Make Account Type and Account name Required on the Contact Investor Relation record type. Make the Company Summary Account type required on the Contact Portfolio record type.
