1

I've created a profile specifically for organizations so that I can collect additional data about them. But I'm sure I'm missing something.

When I click on Use (Create Mode) it shows me a form with all of the fields that I've added to the profile. Given that, how do I know where the data inputted into the profile's fields gets attached to - does it get attached to an organization? If it does, how does it do that (without specifying the organization)? If not, how do I attach it to an organization - does the organization name or similar field need to be included in the profile?

I simply find it weird that I can open Use (Create Mode) for organization profiles (and hit save) without knowing where the data from a profile will be attached to.

1 Answer 1

1

In create mode, it will create a contact with no name if you don't have a name field.

1
  • Therefore add Org Name field.
    – petednz - fuzion
    Commented Aug 27, 2021 at 21:49

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.