The online scheduler creates a contact and an account to own it. The Contact tab allows contact fields but the only account field it allows is Account Name. That may work for corporate clients and for person accounts, but we use a household account model (NPSP) that automatically creates a contact’s account and names it. So we chose Customer Scheduling (Business Contacts) in the Online Scheduler.
Sumo creates an account and adds the contact under it. If it were a corporate customer, they would be creating a duplicate account anyway. If it’s a household account (our default) it bypasses the household naming protocol and forces customer to enter an unnecessary, confusing field.
Solutions: Sumo could have an option to make the account name field a default formula, or change order of DML operations to not override NPSP triggers.
I solved this by marking Account Name not required and hidden in the Online Scheduler Contact tab.
December 31, 2024 at 6:24 pmAt first the required field was greyed out and not editable, I don’t know what I did to open it up.