- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
- Labels:
-
Customer Service Management

- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
12-19-2018 08:47 PM
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
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
12-20-2018 05:30 AM
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.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
12-19-2018 10:04 PM
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
12-19-2018 10:31 PM
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?