Person Accounts

CT Mobile app allows working with Person Accounts. Person Accounts store information about individual people by combining certain Account and Contact fields into a single record.

Enable Person Accounts

To enable Person Accounts functionality:

  1. Enable Person Accounts for the Salesforce org.

    After Person Accounts is enabled, a Person Account record type is created. Assign the person account record type to user profiles.

  2. Go to CT Mobile Control Panel: General and enable Person Accounts for the appropriate user profile.

  3. Go to CT Mobile Control Panel: App Menu and add Account and Contact to the Selected list in the required order.

The setup is complete.

To view only appropriate records on the Related Accounts tab in the CT Mobile app, it is necessary to specify the Account Contact Relation object in the Reference Object API Name field.

Using Person Accounts in the CT Mobile app

The Person Accounts records are listed in the Contacts menu item.

  • Configure and assign a mini-layout for the Person Account record type to create new records;

  • Configure list views for Person Accounts by including the Is Person Account field in the filter criteria.

For activity management, correct operation of the Calendar module, the Applications module, and the CT Mobile app in general, the Activity objects must contain the relationships with the Contact object, available to a user.

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