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The SystemAccountProcessor does not work for Individual setting #291

Closed GoogleCodeExporter closed 9 years ago

GoogleCodeExporter commented 9 years ago
Neither or the Processor fields associated with the Contacts and organisations 
field settings work.

I want to use the "Individual" option under the SystemAccountProcessor field 
but it still creates a 1:1 account even when the default value is set to 
"Individual" (see attached)

Similarly I want to not associate a new contact with any household but it still 
creates and assign the new contact even when the SystemHouseholdProcesser 
default value is on "no Contact" (see attached)

What steps will reproduce the problem?
1. I create a new contact with name Jane Doe and leave the organisation name as 
well as the household name blank
2. When I save the new contact I am expecting it to assign the new contact to 
an organisation called Individual and leave the household blank but it does 
not. it still assigns it to "Doe Household" and it also creates a "Jane Doe" 
organization & associate the contact to that.
3. Neither of these should happen

What version of the packages are you using?
we currently use version 2.0.2 of the Contacts and Organisations managed 
package. 

Please provide any additional information below.
The problem also exist when one tries to upload data with the DataLoader ie it 
also creates 1:1 accounts & households for all new contacts.

Original issue reported on code.google.com by samvos.u...@gmail.com on 1 Sep 2011 at 10:38

Attachments:

GoogleCodeExporter commented 9 years ago
Contacts & Organizations 2.x and above uses Custom Settings to define the 
package behavior, and will ignore the older settings you're trying to use. You 
can adjust those custom settings either through the Contacts Settings and 
Households Settings tabs, or directly in the Custom Settings link through the 
setup menu.

HTH-
Kevin

Original comment by kbro...@gmail.com on 1 Sep 2011 at 2:50

GoogleCodeExporter commented 9 years ago
Issue 293 has been merged into this issue.

Original comment by kbro...@gmail.com on 7 Sep 2011 at 3:46

GoogleCodeExporter commented 9 years ago
Some more documentation on working with the Account model:
http://salesforcefoundation.screenstepslive.com/s/npsp/m/contacts/l/28669-Unders
tanding-the-Account-Model

http://salesforcefoundation.screenstepslive.com/s/npsp/m/contacts/l/20011-Change
-Settings-for-Contacts-and-Organizations

I'm going to mark this as invalid. If you run into issues, please feel free to 
re-open or log another ticket. 

Original comment by kbro...@gmail.com on 7 Sep 2011 at 3:47