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New contact from customer record clear email address


After creating a new contact from the customer record, the email address and the phone field gets auto-populated.

Here I have opened my test customer: Dummy company for testing;

in the email field marked in red you will see the main email address for the customer.

When I click New Contact under the Relationships tab.

the contact window pops with most of the fields empty but not the email or the phone.

I look at workflows or script but I don't see to find witch one might be causing this issue.

I tried creating a contact Workflow to clear the fields but not luck.

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Community Whiz

Quarter 3 (Jul-Sep 2024)

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