Our normal sales process involves creating new opportunities off of a detail view for a Contact or an Account. When creating off of a Contact, using the Create button from the Oppotunities Subpanel, there is no trouble having the Contact automatically linked to the Opportunity. Viewing the Opportunity shows the appropriate contact in the detail view and in the Subpanel.
But if you create the Opportunity off of the Account using the Create button on the Subpanel and select the Contact there it will only link to the Contact field for the detail view. The Contact does not show as linked in the Contacts Subpanel.
This doesn’t feel right so correct me if this is the expected operation. Anything I can do to make sure the Contact is automatically linked and show in both places when creating a new Opportunity off of an Account?
Though I don’t think its needed for this post, I’m running 7.1.4 on IIS 8.5, PHP 5.3.29, SQL Server 11.