Update Contact User Record When Email Changes - 09/01/2022 [RN]

 

What?

We improved Contacts so that when users change the email address on a profile, the system will prompt them to update the user record email address as well.

Why did we do that?

Customers noted that this is how the talent profile works, and it ensures the profile and the user record are kept in sync. They requested that the same functionality be added to contacts.

Why does this matter to you, as a client/customer/user?

Thanks to this enhancement, when users are editing contacts, and attempt to edit the email address on the contact profile, the system will prompt them to ask if they would like to update the user record for the contact as well.

Now What?

Here is a more detailed outline of a scenario where this would be useful:

 

Scenario: A user is editing a contact
 
If a contact exists under a company, and:
- The contact profile has a valid email address
- A user record has been created for the contact
 
When a user attempts to update an email address on a contact profile:
 
The system will prompt the user if they would like to update the user record for the contact.
- If the user chooses to update the user record, the user record email address will be changed to match the contact profile's updated email address.

 

 

To edit a contact email, follow these steps:

  1. Navigate to Companies.
  2. Search for the desired contact and click the Contacts search button.
  3. Bring up the Contact detail by clicking on their name. The Contact information page appears. The Contact Information widget is on the lower left-hand side.
    Contact_information_page.png

  4. Hover over Contact Information, and click the "edit" button (an icon that looks like a paper and pencil).
    Contact_information_widget.png

  5. The fields will change to become editable. Click in the email field you wish to update and make the changes, then click on the "save" button (an icon that looks like a floppy disk).
    Contact_information_widget_-_Save.png

 

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