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

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

That is what I was hoping for. Thanks.

Just did a quick test that looks to be what I needed. Thank you.

Hi @David Stutter 

 

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