Part of our process before an opportunity is closed won, we need to create contact roles, until now if a contact is related to 2 different companies we create both accounts and we duplicate the contact, this way we can select them as 2 different contact roles.
I have activated the Related contacts for the account, this way I can add the same contact to 2 different accounts without having to duplicate this contact, this works perfect, however I am unable to select the second account when creating contact roles.
I am wondering if there is a setting that I need to activate to be able to select the other account, for example the image below, the contact named fab man is related to companies dummy 1 and dummy 2, but the only option that I have in the list is the contact from dummy 2 as this is the one marked as direct
In case some one is wondering why this? From the contact roles we generate a PDF and we need to bring the account name into the document