I have a problem in Web Client 8.0.0 where I have created custom fields (String 32) in the Account table but their contents get lost when I merge records.  For example:

• Account #1: 
  
  
  
  
  • Name: ABC Incorporated
  
  
  • Custom Field 1:  XXXXX
  
  
  
  

• Account #2:
  
  
  
  • Name: ABC Incorporated
  
  
  • Custom Field 1:  <blank or null>
  
  
  
  

When I select these two accounts in List View, then right-mouse Merge, I get the dialog up that shows the records side by side for fields that differ.  My issues are that:

1. Custom Field 1 never appears in that list


2. When I merge the records, even if I select Account #1 as the one to use as master, the resulting record no longer contains the contents of Custom Field 1 ("XXXXX")

The LAN Client works OK. 

I created Custom field 1 in the DB Admin in the LAN Administrator, then in the Application Architect Iupdated the properties of the ccount table so that Custom Field 1 is included.  I have successfuly done Control/Rebuild Interfaces and all the subsequent steps, including putting Custom Field 1 onto the web Account Detail screen.  Everything there looks normal.

Delving in to the Business Rules area for the Account package, I see no difference between, for example, Custom Field 1 and any other standard field in terms of things that are ticked.  I am not well-skilled in the App Architect, so that's about where my knowledge ends!!

Can anyone help please?  If someone want to tak this on as a consulting job, please email me (paul.roussell@theintegrators.com)

Hi Paul,

Out of curiosity I tested your scenario in our v8.2 eval demo environment and had the same results. I then upgraded my v8.2 environment to Update 01 (SNC, Core + Model) and it now works fine. However, I’m unable to see any reference to this issue being fixed within the defect list.

Regards, Adam

Hi Adam

Thanks for taking the time to do that testing!  Interesting, indeed. 

I am not sure what to do about it in this particular customer's case. They only really use SalesLogix as a means to an end to get the integration to Swiftpage.  Their back-end system is an accounting office Practice Management system and that's where they track most of their interactions with customers. We use TaskCentre to automate the one-way integration from

They are likely to reduce their user count from 5 Named, 4 Concurrent down to a bare minumum.  I can't see them going through an expensive upgrade, but if anyone on this group wants to quote to take a near-vanilla system (all on one server, LAN and Web, 8-10 new fields each on Account and Contact, no sync, I do the Client installs) then please feel free!  It would be accessed by Remote Desktop with me available as legs on the ground. 

Thanks again!

Paul

Brisbane, Australia