When setting up a Customer Portal user, the e-mail address assigned to the Contact/User must be unique. Occasionally you might receive an error message saying “There is an existing Consumer user with the same Partner and Primary Email Address in the database already”.
There are two ways you can find out which Customers already have Contacts & Users with this e-mail address set up.
Using the CRM to search:
- Navigate to Customers in the top menu bar
- Use the Advanced Search box to search for the e-mail you are trying to currently set up
- Click Search Customers
This will return a list of all the customers who have a Contact/User set up with the e-mail address
Using Data Export to search:
- Navigate to Analytics > Export Data
- Click the Contact tab
- Click Export to Excel
- Go to Download Data > Select action > Download File and open the file on your computer
- Find the column named ‘Email’ and filter the results on that column to the e-mail address that you are trying to add
This will return a list of all the customers who have a Contact/User set up with the e-mail address
If you would still like to set up the Customer portal user with this address, then you will need to edit any contacts/users who currently have this address assigned to them.