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12-19-2018 07:33 PM
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...
Solved! Go to Solution.
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Customer Service Management

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12-20-2018 05:50 AM
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

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12-20-2018 05:50 AM
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
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12-20-2018 07:59 AM
That is what I was hoping for. Thanks.
Just did a quick test that looks to be what I needed. Thank you.
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11-03-2022 01:21 AM
If I want to have records in sys_user table as well as in customer_contact table, how can I achieve this? the records in user table should somehow reflect/link in customer_contact table as well.
Thank you