Customer Contact lookup on customer account form is not returning any record

[Saquib Mohammed]

Hi

I am new to CSM space and while trying out creating new accounts, customers and contacts, I came across an issue that I wanted some pointers to resolve.

Note that I have admin role on the instance.

I have created a customer_contact record. However, when I try to create a customer_account record, he lookup field for Primary Contact - which looks up the customer_contact table - does not return any record. What might be the reason for this? 

Also, I do not see a New button to create customer account on the account list page. I have to get to the form directly (customer_account.do) to create the new account though i have admin role.

Any pointer is greatly appreciated.

[Sanjay191]

Hello @Saquib Mohammed 

Basically, Account and Contact have a one-to-many (O2M) relationship, meaning one account can be associated with multiple contacts.
You need to check whether there are any contacts associated with a particular account. If not, no contacts will be displayed.
In that case, you need to create a contact for that account and associate it accordingly.
Also, check the reference qualifier on the Contact field — it can give you more insight into how the association is being filtered.

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Thank You