Is it possible to create a new contact person via the CRM Panel if the contact already exists under the Communication Method tab? Currently, in this scenario, the panel only provides an option to edit the name linked to the communication method
Question
CRM Panel / Is it possible to create a new person contact if the individual already exits under the Communication Method Tab but not in the Person screen
+4
Hi
Since E-mail is already registered as customer comm method you won't able to see the option to register as person contact.
If you want register as person contact then first you have to remove customer comm method record from IFS cloud web.
Best regards,
Masheesh
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