Is this correct understanding that we should take multiple steps to make 1 person (Customer, Customer Type = individual ) to be fully provisioned like Customer with access to Customer portal (CRM module inside ERPnext v15):
User (email)
Contact (same email)
[via Links table]
Customer
Also add as portal user (tab in Customer)
so this is like keeping 3 records and several links to 1 particular individual-customer. also linking those:
user/jim.customer%40gmail.com
contact/Jim
customer/Jim%20Vorough
Any shortcut to avoid this manual duplication of work?
thanks a lot