PLEASE NOTE: These forums are no longer utilized and are provided as an archive for informational purposes only. All support issues will be handled via email using our support ticket system. For more detailed information on this change, please see this blog post.

Duplication of accounts

  1. Each time a customer fills out my form for an order, an estimate (or invoice - depending on what they order) is created in Freshbooks. However if it is a repeat customer, Freshbooks creates another account profile for them - even if they use the same email address. Is there any way the form to recognize a returning customer via their email?

    Posted 5 years ago on Monday November 12, 2012 | Permalink
  2. When you map the Freshbooks feed, for the email address field, their is a note: "Update an exisiting client if email addresses match" - is that checked in your feed and if so, does this still not work for you? Freshbooks should not create a new account if the email address matches the one currently in the account.

    Posted 5 years ago on Monday November 12, 2012 | Permalink
  3. I have that box checked. Duplicate accounts, that use the same email, are still made.

    Posted 5 years ago on Monday November 12, 2012 | Permalink
  4. That should not be happening. We're going to have to take a look at the configuration of your WordPress site, form, Freshbooks add-on and the Freshbooks feed. Please open a Priority Support request and include a link to this topic for reference.

    Posted 5 years ago on Tuesday November 13, 2012 | Permalink
  5. That should not be happening. We're going to have to take a look at the configuration of your WordPress site, form, Freshbooks add-on and the Freshbooks feed. Please open a Priority Support request and include a link to this topic for reference.

    Posted 5 years ago on Tuesday November 13, 2012 | Permalink