how to convert crm contacts in portal users and vice versa?

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how to convert crm contacts in portal users and vice versa?

Postby pee » Sat Nov 08, 2014 6:57 pm

Hi,

1) I want my portal users (people module) to show up in my crm contacts (to avoid to maintain two records for the same person.)
2) I want some of my crm contacts to show up under the "people" module

how can I do this, without creating seperate accounts?
tx
pee
 
Posts: 19
Joined: Sat Nov 08, 2014 6:52 pm

Re: how to convert crm contacts in portal users and vice ver

Postby Alexander » Tue Nov 11, 2014 1:15 pm

Hello,
In the current version of ONLYOFFICE it is not possible, because in the People module is meant that there are company employees and in the CRM module - company clients.
Thank you for your suggestion! We will forward it to our developers for further consideration.
Alexander
 
Posts: 66
Joined: Mon Sep 29, 2014 11:38 am

Re: how to convert crm contacts in portal users and vice ver

Postby pee » Wed Nov 19, 2014 12:49 am

I understand, but nevertheless it is strange to have two profiles for the same person.
so it should be possible to "share" persons between the two types of contacts .
pee
 
Posts: 19
Joined: Sat Nov 08, 2014 6:52 pm

Re: how to convert crm contacts in portal users and vice ver

Postby Alexander » Thu Nov 20, 2014 12:37 pm

Hello,
Thank you for your suggestion!
We have forwarded it to our specialists.
Please note, we appreciate all your comments and suggestions.
They would help us to make ONLYOFFICE even more useful.
Alexander
 
Posts: 66
Joined: Mon Sep 29, 2014 11:38 am


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