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Jonathan Hart 48 How to link person account to case created in LiveAgent w/ findOrCreate.map.doCreate
Hi,
I did find this post that mentions this is possible, but it does not seem to be working.
We are using person accounts, which may be relevant. When a liveagent client fills out the preform, I'm able to create a case and find a contact to link it succesfully to the case. But I wish to link the person account because that is very important to the way we conduct business.
Does anyone have any hints on what I may be doing wrong? Is it possible to link a person account to a case from the LiveAgent code? If the action is failing, is there a way to log or debug what the issue might be?
THANK YOU!
Relevant code:
I did find this post that mentions this is possible, but it does not seem to be working.
We are using person accounts, which may be relevant. When a liveagent client fills out the preform, I'm able to create a case and find a contact to link it succesfully to the case. But I wish to link the person account because that is very important to the way we conduct business.
Does anyone have any hints on what I may be doing wrong? Is it possible to link a person account to a case from the LiveAgent code? If the action is failing, is there a way to log or debug what the issue might be?
THANK YOU!
Relevant code:
<table> <tr><td> <b> First name: </b> <font color="red">*</font> </td><td><input type='text' required="true" name='liveagent.prechat:ContactFirstName' id='firstName' /></td></tr> <tr><td> <b> Last name: </b> <font color="red">*</font> </td><td><input type='text' required="true" name='liveagent.prechat:ContactLastName' id='lastName' /></td></tr> <tr><td> <b> Email: </b> <font color="red">*</font> </td><td><input type='text' required="true" name='liveagent.prechat:ContactEmail' id='email' /></td></tr> <tr><td> <b> Local Name: </b> </td><td><input type='text' name='liveagent.prechat:LocalName' id='localname' /></td></tr> <tr><td> <b> Topic for Chat: </b> <font color="red">*</font> </td><td><input type='text' required="true" name='liveagent.prechat:CaseSubject' id='subject' /></td></tr> <tr><td> </td><td> <input type='submit' value='Chat Now' id='prechat_submit' onclick="setName()"/></td></tr> </table> <input type="hidden" name="liveagent.prechat.AccountRecordTypeID" value="HIDDENFORPOST" /> <input type="hidden" name="liveagent.prechat.findorcreate.map:Account" value="FirstName,ContactFirstName;LastName,ContactLastName;PersonEmail,ContactEmail;RecordTypeID,AccountRecordTypeID" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Account" value="Email,true" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Account" value="Email,true" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Account" value="FirstName,true;LastName,true;Email,true;RecordTypeID,true" /> <input type="hidden" name="liveagent.prechat.findorcreate.linkToEntity:Account" value="Case,AccountId" />