Hello,
We were working through using CRM Panel and identified that when a contact is in the database multiple times, you can see that person tied to multiple customers (we have not tested what happens if contact is in as person twice). Since you cannot delete contacts once they have content on them, we use the block contact as a way to remove them from selection in IFS. Is there a way to mitigate this issue in CRM Panel?
Thanks,
Carrie
+5
Hi Carrie,
Please note that there is no option in CRM Panel to block nor delete the contact. As you have said, when you block the contact in CRM use, the blocked contact will not be visible in CRM Panel when you try to add a business activity and a contact. Please refer the below screen capture to get a more clear understanding.
There are two defined contacts for the below customer where one is blocked.
In the CRM Panel, when you try to add a business activity and contact, the blocked contact is not visible.
Only 1 contact is visible which is the unblocked one.
Thank you!
Anushi Seneviratne
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