How to create contacts from existing users

[Tomko]

We have a large number of existing users (sys_user) who are, in effect, account managers for our customer accounts.  As we bring CSM online, we would like to be able to select these users as contacts for CSM Cases.  Of course, when I try to create a customer_contact record for an existing user, I get the message that the user already exists.

I get the relationship between customer_contact and sys_user, and I know I could swap the reference for contact on Case from customer_contact to sys_user, but I am hesitant to do so.  I also know that I could delete the existing user records for these people, and create fresh contact records, but that isn't appealing.

Any thoughts on this?  The end goal is really that we can select any of the account's contacts, as well as designated (for that account) users for the Case Contact.

[Fredrik Jacobs1]

Long time ago now, but did you convert your users to contacts? 

Did you run into any problems elsewhere after that?

[IbrahimVali]

Hi there,

Here is the simple way,

Step 1: Go to users list

step 2: Personalize list [edit gear icon] and add 'Class' field to the list and save

step 3: Edit Class value from 'User' to 'Contact' [as shown below]

step 4: It is converted as contact, now you can navigate to contacts and find this contact in the list.

NOTE: 1. We can also change a 'Contact' as 'User' by following the above steps.

2. A contact will store in Contact table and User table as well, since it is extended from User table.

- If my answer helps you, please mark it as "Correct Answer"

Regards,

Ibrahim

[Amarjeet Pal]

Hello @IbrahimVali ,

How you are managing the roles , which is given to the contact on creation?