How to create and modify "Partner" - Powered by Kayako Help Desk Software
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How to create and modify "Partner"
Posted by The Team at Mindmatrix on 14 March 2018 04:49 PM

Feature:

This is to enable the Users of AMP to behave as contact so that there can be an interaction between Users and reporting, smart list, drip and scoring for Users based on their Internal and External activities.

Who will be using this?

This functionality will automatically create a partner contact for every User created in the company. Whenever in any install a User is created or edited it will pass through this process.

Benefits:

This will enable interactions within Users, to view User activities and to perform actions based on the stats obtained from them. Marketing User can check on the performance and interaction of all Sales Users, efficiency of the Assets and even convert contacts (prospective Partners) into Users.

Process:

When a User is being created, the following validation must be checked.

  • The Username is unique across the whole install.
  • The email and the mobile number is unique across the company.
  • If the User’s current company and the base company are same, then check for email and mobile number in the contacts of the User and if it exists convert it into Partner contact. If not create a new Partner contact.
  • If the User’s current company and the base company are different (i.e. Site Admin is creating User in new company or Super Admin has switched to child company and is creating User), then first create the User and then create Partner contact in the newly created User’s account.
  • Once all validations are satisfied, create the User, create the Partner, create/convert the contact to Partner contact, create User Stats record and create Partner fields record.
    Note: For one-of-User creation from within AMP do not use task but do it directly. Use task only for import Users.
  • If any of the above-mentioned transaction fails, do not complete the process.

When a User is being edited,

  • The email and the mobile number should unique across the company.
  • Update the Partner record fields along with Users for common fields.
  • Update the already associated Partner contact and check for email and mobile number in the contacts of the distribution list same as that of Partner contact.
    e. If User A has created the User and User B is editing, then it will check for contacts of A and not B.
  • If any of the above-mentioned transaction fails, do not complete the process.

Note: Same process for converting a contact to Partner.

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