When converting an additional contact to a primary contact and checking the option to "Include converted contacts in the organization tree" it converts the additional but may not create it's org chart/relationship
0. Make sure the record does not already have a relationship tree
1. In the relationship tab, click the button "Add Contact"
2. Select the relation drop down and create a new relationship
3. Create an additional contact in the additional contacts tab
1. Click in the additional contacts tab
2. Right click on the contact
3. Select Options >> Convert to record
4. Make sure the option "Include converted contacts in the organization tree" is ticked
The new contact to be a part of the Relationship tree
The new contact is not part of the relationship tree
The reason the new contact is not in the tree is because of how the Org. tree was created.
The add contact button is NOT the correct way to create a new Org. Tree so therefore should be grayed out if there is no org. tree defined.
The behavior doesn't occur on brand new contacts that have additional contacts that are being converted to primary contacts but can reproduce on existing contacts.
This is RM # 223356
[WORK-AROUND]After the additional contact is converted to a primary contact, you may manually add the converted contact to the relationship tree or you may recreate the relationship tree/org chart so that it will now be included.
To Add the contact to the relationship tree:
1. Open the Relationship tab on a contact that you want to add the relationship to
2. Right-click in the Relationship tab and select "New Contact"
3. Select "Look up an existing Contact and add it to the Section..."
4. Lookup the newly converted contact record from the Contact Search Center and select it so that it is added
That the best way to get past this is to provide the user with some training: Please make sure that Relationships are created with proper steps via >> Right Click >> New Relationship Tree