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

Discussion of the "CRM" module
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pee
Posts: 19
Joined: Sat Nov 08, 2014 6:52 pm

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

Post by 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

Alexander
Posts: 66
Joined: Mon Sep 29, 2014 11:38 am

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

Post by 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.

pee
Posts: 19
Joined: Sat Nov 08, 2014 6:52 pm

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

Post by 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 .

Alexander
Posts: 66
Joined: Mon Sep 29, 2014 11:38 am

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

Post by 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.

Pelicanandme
Posts: 3
Joined: Fri Aug 10, 2018 3:35 am

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

Post by Pelicanandme » Tue Aug 14, 2018 8:45 pm

Hi

I have exactly the same requirement - is it possible by now (4 years later)? it will save heaps of time when an opportunity converts into a project.

Kate
Posts: 200
Joined: Mon Feb 09, 2015 11:17 am

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

Post by Kate » Wed Aug 29, 2018 1:30 pm

Hello,

We do not plan to realize this option, because these are two completely opposite entities. As mentioned in the previous post in the People module is meant that there are company employees and in the CRM module - company clients.

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