NSC | Remove the Contact field being mandatory when Creating a Partner Record

Scenario:

When creating a Partner record as an Individual, a Contact is required. However, users with this custom role do not have permission to create Contact records under Lists > Relationships > Contacts.

Solution:

1. Log in as an Administrator.

2. Navigate to Lists > Relationships > Partners.

3. Click Edit beside any Partner Record.

4. Hover over on Customize > Customize Form.

5. Click Sublists > Relationships.

6. Remove checkmark for Contacts on Never Empty column.

7. Save the changes.

Stay updated by following the CRM category to receive notifications whenever new articles are published.