Duplicated contacts

  • Resolved advertiseit

    (@advertiseit)


    8 years, 8 months ago

    When a CRM contact is made in into a WP user using the “Make WP User” button in the contact’s details, the contact is then duplicated as a new contact without a name.

    Is this default functionality or should I disable a setting?

    I’m using WP 4.8.1, the latest version of WPERP, PM Pro, Woo to CRM, and Payment Gateways.

    Thanks!

    Jason

Viewing 3 replies - 1 through 3 (of 3 total)
  • Thread Starter advertiseit

    (@advertiseit)

    8 years, 8 months ago

    Ok, I just saw the Auto Update option in the CRM settings.

    Is there a way to merge the contacts and users?

    Is there a way to pass the contact details to the new user? Ie. First/Last Name, Address, et.

    Thread Starter advertiseit

    (@advertiseit)

    8 years, 8 months ago

    Actually, cancel all of that. Switching off Auto Update fixed all of the issues.

    Sorry about that. Thanks for the great products.

    -Jason

    Thread Starter advertiseit

    (@advertiseit)

    8 years, 8 months ago

    Resolved

Viewing 3 replies - 1 through 3 (of 3 total)

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