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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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One Contact to Multiple Accounts
Posted: 25 Aug 07 3:16 AM
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V 6.2
Is it possible to set one contact with relationship to multiple accounts?
At moment we enter the contact for each account but this creates duplicate errors when saving mail and makes look up difficult
Association does not work as we can only associate contact to contact and account to account
Any ideas?
Also when we move contact to another account the address does not update - is there any quick way to update the address details (and tel/fax) for the contact so they are the same as the account?
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Re: One Contact to Multiple Accounts
Posted: 27 Aug 07 11:49 AM
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Currently the database structure does not allow for multiple accounts per contact, as the database is very much account-centric. What you'll need to do is create your own association table that ties the contact to all the different accounts. As far as the contact information is concerned, if it is different for every account it is attached to, you'll need to track that in the new association table. Then, every time you associate a contact to another account, automatically (programmatically) grab the primary address, main phone, fax number, and maybe even email from the associated account record, and populate the association record with that information. The new association table could look like this: ContactAccount (ContactAccountID, CreateDate, CreateUser, ModifyDate, ModifyUser, ContactID, AccountID, Phone, Fax, Email, Address1, Address2, City, State, PostalCode, Country). If you wanted to follow the SalesLogix model a little more, you could use the Address table, store the addressID in the ContactAccount table, and store the ContactAccountID in the EntityID field in the address table.
Either way, the answer to your first question is "Yes, but you'll have some work to do." 
Jeff |
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Re: One Contact to Multiple Accounts
Posted: 27 Aug 07 12:15 PM
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We've done this a lot......we call it WorksFor or Involved With......use it to store what Boy Scout Troop, Church, Choir, 3 businesses a contact is Involved With. Title, role, employment status, email, etc. are all good fields to add to this 'associations' table. You have to develop your own Address population stuff, but we use the ADDRESS table, EntityID = contactID...and then add an ADDRESSID to the WorksFor table that points at this one address. If you need more addresses, we usually have them use Account Addresses.
Oh, we use SLX_AccountID instead of ACCOUNTID which is one of those magic SLX field names.......helps for the dual Sync rules you may have to establish.
As a rule, multiple rows merge and move over to Contacts and Accounts....unfortunately this has NEVEr been the case with Addresses...... so Sales Numbers, History moves over (isn't wiped out in a Merge.....). You'll have to come up with your own mover script......and get rid of the SLX Move Menu item.....
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