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Contacts not Converting to Customer

Posted on by 1,114

Trying to use the Create As Customer function on a contact card.  I select the option and nothing happens.  No pop-up.  No error.  And no customer gets created.  Does this function work?

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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 70,099 Super User 2024 Season 2 on at
    RE: Contacts not Converting to Customer

    Hi, just to add some info.

    https://yzhums.com/21949/

    Hope this also helps.

    Thanks.
    ZHU

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Contacts not Converting to Customer

    Hi

    1) First make sure in Marketing Setup you have the following setup 

    pastedimage1645915783053v1.png

    2) Then in Customer Template make sure you have template for both Contact Type Customer and Person. Basically if Contact is the company will use company template and if contact is a person will use contact template. You can create multiple template. 

    pastedimage1645915925515v2.png

     

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