Edit contact to assign Company doesn't approve contact
Hi support, happy new year to you, hope you finally got a break!
This morning we had a support request logged into the system by a contact I didn't recognise.
It turned out that this contact was a new guy who had started at a company that we already have on the system.
When I looked at the call that had come in I clicked on the name of the contact on the top of the request that opens up a contact details box.
There is an option in this box to edit contact. As I was told that he was a new contact I chose to edit the contact and added him to the relevant Account.
However, this contact still shows in the Unapproved contacts list!!
Could you take a look please as I think this contact should automatically get approved if you add it manually to an Account.
Just as a note, I am sure I remember reading a while back that you were going to build into the system that if a domain name such as, bloggs.com was an account that had been setup on the system and newblokestartedtoday@bloggs.com logged a call he would automatically be put into the correct account, but remain on the unapproved list, think it was under something like email domain address check or something like that?!?
Cheers
Rich
This morning we had a support request logged into the system by a contact I didn't recognise.
It turned out that this contact was a new guy who had started at a company that we already have on the system.
When I looked at the call that had come in I clicked on the name of the contact on the top of the request that opens up a contact details box.
There is an option in this box to edit contact. As I was told that he was a new contact I chose to edit the contact and added him to the relevant Account.
However, this contact still shows in the Unapproved contacts list!!
Could you take a look please as I think this contact should automatically get approved if you add it manually to an Account.
Just as a note, I am sure I remember reading a while back that you were going to build into the system that if a domain name such as, bloggs.com was an account that had been setup on the system and newblokestartedtoday@bloggs.com logged a call he would automatically be put into the correct account, but remain on the unapproved list, think it was under something like email domain address check or something like that?!?
Cheers
Rich