PatronManager Help

Enable Auto-Filling for the Portal "Enable Customer User" Action

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Enable Auto-Filling for the Portal "Enable Customer User" Action: https://help.pm.leapevent.tech/a/1211490

When you create a Portal user from a Contact record, you don't want to have to fill out all their contact information again to create the user - you want that information to auto-fill from the Contact record! That saves a ton of time.

Once you follow the steps below, your "Enable Customer User" form will auto-fill with pertinent information when you click the action from a Contact record in Lightning. This will take approximately ten minutes to complete, so let's get started!

1. Go to Setup

2. In Object Manager, search for and click on Contact

4. Select "No override (use default)" and click Save

5. You'll get a pop-up - click OK

6. Hooray! Enabling Portal users is way faster now!

Badabing...

...badaboom! Auto-filled delightfulness.

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