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Update the existing flow - Usyd move contacts related to Account to Contact Roles => To add contact role when Opportunity is created (where Account record type = Household and has only one contact linked)
Remove the code logic to add contact automatically to Opps when a new contact created
Add a logic and validation to throw an error when an Opportunity stage changed
Add contact role tab to the page in GIW
Move the contact role tab up in the page related to Gift/Pledge record type
Test Scenario:
Create an Opportunity where Account Record Type = Household and Contact count > 1
The contact roles shouldn’t be created automatically
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When we try to change the stage there should be an error asking us to create a contact role with Primary
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TestTest Scenario 2:
Create a Contact Role without Primary check and change the stage.
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Test Scenario 3:
Update the existing contact role created in scenario 2 Primary checkbox to “True” and try changing the stage
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Test Scenario 4:
Choose an Account of record type = Household and Has only one contact
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Create an Opportunity using the account
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The Opportunity should has Contact Role created automatically with Primary = True
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When we change the Stage it shouldn’t throw an error
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