User vs Contact
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06-03-2019 10:27 AM
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06-06-2019 07:43 AM
Technically a user is a record of the table sys_user and contact is a record of a customer_contact table . Due to conditions and constraints along the platform, you should assign the class accordin to their functions eg. if you want to assign to a specific person it can or can't be visible on your list depending of the class. (this happened before, between incident and case).
Best practises say all technician should be a user class and all customers should be customer.
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06-06-2019 07:40 PM
I didn't know it would have this much of an impact

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06-06-2019 07:54 PM
Hi ,
sys_user(User), User is a part of the organization, in one organization is handling so many projects so those employee are working on that project hey will register as a user of that organization. but Customer is different from the user .
customer are using the our build services, they are not part of the organization.
That is a main difference and it will impacting on the org.
Please don't think both are the same.
Customer need when we are giving external services.
user is a internal resources for the organization/projects.
Please mark as correct and also helpful if it is helping to you .
Thanks
Sanjay Bagri
Dxsherpa.com
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02-09-2021 01:07 AM
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