You can create more roles to represent the types of people or companies that care coordinators add to the Household tab.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
- From the object management settings for Account Contact Relationships, select Fields & Relationships.
- Select Roles.
- Add or remove roles as needed.
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Save your changes.
Note The Use Standard Trigger metadata type for Account-Contact Relationship Triggers can speed up relationship calculations for Accounts and Contacts. To see these fields update faster, go to the Custom Metadata Types page in Setup, and click Manage Records next to Use Standard Trigger. Then click Edit next to Account Contact Relationship Trigger. On the Use Standard Trigger (Managed) page, turn on the Active checkbox, and save your changes.