Opportunity Primary Contact Required

Dos what it says on the tin.

Works as expected. Solved the problem. Thankyou.

Good app to solve a common business problem

I've installed in our sandbox and it works as described. Customize for your Org's opportunity stages to require a Primary Contact at the desired stages. Instructions for how to customize for use could have been clearer. The sample formula provided does provide guidance but overall there could have been better instructions on how to use this app.

Does not work with Clone with Related Contacts

After doing some searching I found this app which creates a custom field called "contact_required"  where you edit the formula to which stages you want to make it required and a trigger that populates the field with a 1 if a primary contact is added and 0 if not. Well it works fine until your try the option to Clone an Opportunity and even if you select the option to clone with related contacts the trigger still throws the error message that no primary contact has been selected if you try to clone at a stage that it is required, so the error message can be confusing for users.

Great

This App saved my life and made my work easy. If this is not available in App Exchange, I would have needed to create a trigger.

How to use Primary Contact field as shown??

I have installed this in my sandbox and it appears to be working well. However, I would like to have a "Primary Contact" field on my Opportunity page just like the app shows in the second screenshot instead of requiring users to go into the Contact Roles, enter one, then make that person the Primary Contact. That is really cumbersome. I created a custom field called "Primary Contact", but that field isn't what the App is looking for. To make the entry of the Primary Contact easier for my users, is there a way for me to create a formula to make the contact that is entered in the custom "Primary Contact" field be entered into the Contact Role related list as the "Decision Maker" and Primary Contact? Seems like this should be built into the app.

How set up and use ?

I've installed this app in my sandbox but I have no instructions for set up and use... ? Could you help me ?

Setup instructions

Hi folks, I just installed it, and had to read the trigger code to identify how it is set up. Installation adds a trigger and a custom formula field named "contact required" (contact_required__c). Edit this newly created formula field to identify the stages where primary contact is required: CASE(StageName, "Proposal",1, "Verbal",1,"Id. Closed Won",1,0) Substitute your stage names for "Proposal" etc. Or you can modify the sample formula code provided from installation. But in any case, it's a formula field, not a validation rule. Enjoy!

There's no documentation..

Can anyone share a full formula they used to create a validation rule, I just don't know how to set this up as I am not an expert at formulas.

How do I set this tool up?

I've installed this app however I have no clue how to set this up?

Works great...kind of

I've been able to successful install and configure this app in our Test and Production environments. Other than one small hiccup, it's a great addition to our environment. It wasn't until I got it installed into Production that we found issues involving Person Accounts. I have been unsuccessful in adding the right instructions into the contact_required formula to overlook Person Accounts. If anyone has suggestions on how I can do this, I will be one happy camper! Thanks so much.