Connect contact to multiple Accounts in CSM

Community Alums
Not applicable

‎10-28-2025 06:12 AM

Hi,

Im trying to connect one contact to multiple Account. I add the contact directly to one Account and then I went to a different Account and I add the contact to this Account using the Related List Contact Relationships. 
Afterwards I impersonated the contact but I still see only Orders (sn_ind_tmt_orm_order table) that are only from the first Account that the contact belongs directly and I dont see the Orders of the Account that I connected using the Contact Relationship related list.

Is there any other customizations that I need to do in order to see orders from both accounts?  

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Kieran Anson
Kilo Patron

‎10-28-2025 07:24 AM

Hi,

If you view the sn_query_rule, is there an entry for that table that allows for contact relationship access? I don't have the plugin to check, but the OOTB 'Account - My account or my contact relationship' query rule contains an example logic that allows a contact to view account records for which they're apart of

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