Can you combine a Contact and User record into one user?

marclindsay
Tera Guru

We are currently using Account/Contact users to assign to our CSM Cases. Sometimes there are cases where an Internal employee might send a request to Customer Service. Right now all the Internal Users are defined in the sys_user table. Right now we are having to create a Contact for the internal user, resulting in two records in the sys_user table for that person. 

Since customer_contact table extends the sys_user table, it seems redundant to have to create a customer_contact for someone who is already in the sys_user table.

How can we create a Contact user (customer_contact) and tie that the Internal user (sys_user)? Or is there a way to assign a user to the Contact field on the case?   

Thanks

Marc...

1 ACCEPTED SOLUTION

David Stutter
Tera Guru

Just display the field "Class" in the list view of users and change the value from "user" to "contact".

Congrats you have transformed an user into a contact.

 

@kanchank

boo, just boo

View solution in original post

7 REPLIES 7

Ct111
Giga Sage

Why don't you use reference of  User table for populating details in Customer COntact like

location,address, email in that way Customer COntact will get binded automatically to sys_user without any redundancy.

 

Note : In order to populate details of user in Customer contact you can use dotwalking (+) concept or via script

 

Mark my ANSWER as CORRECT and HELPFUL if it helped

I have a general idea of what you are saying, but not sure how you would actually do this that would prevent you from creating a duplicate user record.

Goran WitchDoc
ServiceNow Employee
ServiceNow Employee

Just to put some ideas in your head. If and internal user comes the the CSM, does that count as a B2B or a B2C?