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Contact conversion to Individual Customer in Cloud for Customer 1705

Jul 23, 2017 at 01:10 PM

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Former Member

Hi All,

I have one Contact in the C4C system and i want to convert this Contact to Individual Customer. Is this possible?

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2 Answers

Santosh Kumar Vadicherla Jul 24, 2017 at 07:07 AM
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Hi Muzeyyen

your requirement is to convert Contact to Individual Customer.

We cannot remove or delete the relationship of contact with the customer.

As 'Contact' is the master data you do not have option to be 'Deleted' only you can set it to 'Obselete' and create a new Individual Customer for that contact.

If this answer satisfy your query, then please do not forget to click on “Accept” this answer as correct one.

Thanks

Santosh

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Amit Kumar
Jul 23, 2017 at 02:43 PM
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Contact is a master data which can not be converted to Individual customer. Even Individual customers are those, who are not associated with a corporate account and do business with your company directly, hence individual customer has no contact tab i.e. no relation with contact and individual customer.

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Hello,

What about in the case that an Individual Customer to be converted to Contact?

An individual customer could be linked to a corporate Account?

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