@cwiersum The issue is that both the role and the primary contact indicator isn’t stored on the contact, it’s stored in the join between the entity and the contact. I’ve done this previously by sourcing the contact into a custom field on the transaction, and including it from there.

@markderrick Oh okay.. I'm trying to get the primary contact as defined on the transaction, not the entity, but I assume it's similar. How would you source this? Using Script or can you use the Source List/Source From fields on the transaction body field? Thank you

Custom field on the Sales Order - Type=List, Contacts

@markderrick We are currently doing this but we have contacts that belong to more than one customer (e.g. parent & child) so we are ending up with lots of duplicate contacts. Is it possible to filter by the relationships > companies sublist instead of the company field on a contact?

Are you filtering the contacts by the customer on the transaction?