Hi,

when we're merging two Accounts or two Contacts, the custom fields of these entities won't appear in the merge properties list. When being merged, they get 'deleted'. How can we add our custom Properties to the property list so they can be checked and will be merged?

Updating to SLX 8 is not an option.

I already did some research and found the class Sage.SalesLogix.Services.PotentialMatch.MergePropertyMap. However I cannot find the place where the data (a.k.a. the XML file?) is stored that will be read through this class. If someone could point me to right direction, I'd appreciate that.

After further inpecting the DLLs coming with SLX I found the DLL Sage.SalesLogix.Services.PotentialMatch containingthe class Sage.SalesLogix.Services.PotentialMatch.Configuration.MergeConfiguration which again contains the private methods AccountToAccountConfiguration (see at the of this post) and ContactToContactConfiguration. These methods seem to define which fields should be checked against each other but I don't know how to change it accordingly. Maybe someone can tell me how to change or overwrite these methods.

private static MergeSet AccountToAccountConfiguration()
 {
     return new MergeSet
     {
         Name = "IAccount.To.IAccount",
         DisplayName = "Account To Account Merge Set",
         SourceType = typeof(IAccount),
         TargetType = typeof(IAccount),
         RecordOverwrite = MergeOverwrite.targetWins,
         MergePropertyMaps = 
         {
             new MergePropertyMap("CreateDate", "Create Date", "CreateDate", "CreateDate", MergeOverwrite.targetWins, MergeDataOption.DisplayOnly),
             new MergePropertyMap("AccountName", "Account Name", "AccountName", "AccountName", MergeOverwrite.targetWins),
             new MergePropertyMap("Division", "Division", "Division", "Division", MergeOverwrite.targetWins),
             new MergePropertyMap("AddressDescription", "Address Description", "Address.Description", "Address.Description", MergeOverwrite.targetWins),
             new MergePropertyMap("Address1", "Address1", "Address.Address1", "Address.Address1", MergeOverwrite.targetWins),
             new MergePropertyMap("Address2", "Address2", "Address.Address2", "Address.Address2", MergeOverwrite.targetWins),
             new MergePropertyMap("Address3", "Address3", "Address.Address3", "Address.Address3", MergeOverwrite.targetWins),
             new MergePropertyMap("City", "City", "Address.City", "Address.City", MergeOverwrite.targetWins),
             new MergePropertyMap("State", "State", "Address.State", "Address.State", MergeOverwrite.targetWins),
             new MergePropertyMap("PostalCode", "Postal Code/Zip", "Address.PostalCode", "Address.PostalCode", MergeOverwrite.targetWins),
             new MergePropertyMap("Country", "Country", "Address.Country", "Address.Country", MergeOverwrite.targetWins),
             new MergePropertyMap("County", "County", "Address.County", "Address.County", MergeOverwrite.targetWins),
             new MergePropertyMap("MainPhone", "Main Phone", "MainPhone", "MainPhone", MergeOverwrite.targetWins),
             new MergePropertyMap("Fax", "Fax", "Fax", "Fax", MergeOverwrite.targetWins),
             new MergePropertyMap("TollFree", "Toll Free", "TollFree", "TollFree", MergeOverwrite.targetWins),
             new MergePropertyMap("AlternatePhone", "Misc. Phone", "AlternatePhone", "AlternatePhone", MergeOverwrite.targetWins),
             new MergePropertyMap("Email", "E-mail", "Email", "Email", MergeOverwrite.targetWins),
             new MergePropertyMap("WebAddress", "Web URL", "WebAddress", "WebAddress", MergeOverwrite.targetWins),
             new MergePropertyMap("Owner", "Owner", "Owner", "Owner", MergeOverwrite.targetWins),
             new MergePropertyMap("AccountManager", "Account Manager", "AccountManager", "AccountManager", MergeOverwrite.targetWins),
             new MergePropertyMap("Type", "Type", "Type", "Type", MergeOverwrite.targetWins),
             new MergePropertyMap("SubType", "Sub Type", "SubType", "SubType", MergeOverwrite.targetWins),
             new MergePropertyMap("Status", "Status", "Status", "Status", MergeOverwrite.targetWins),
             new MergePropertyMap("DoNotSolicit", "Do Not Solicit", "DoNotSolicit", "DoNotSolicit", MergeOverwrite.targetWins),
             new MergePropertyMap("Industry", "Industry", "Industry", "Industry", MergeOverwrite.targetWins),
             new MergePropertyMap("Region", "Region", "Region", "Region", MergeOverwrite.targetWins),
             new MergePropertyMap("Ticker", "Ticker Symbol", "Ticker", "Ticker", MergeOverwrite.targetWins),
             new MergePropertyMap("CreditRating", "Credit Rating", "CreditRating", "CreditRating", MergeOverwrite.targetWins),
             new MergePropertyMap("SicCode", "SIC Code", "SicCode", "SicCode", MergeOverwrite.targetWins),
             new MergePropertyMap("Employees", "Employees", "Employees", "Employees", MergeOverwrite.targetWins),
             new MergePropertyMap("Revenue", "Yearly Revenue", "Revenue", "Revenue", MergeOverwrite.targetWins),
             new MergePropertyMap("LeadSource", "Lead Source", "LeadSource", "LeadSource", MergeOverwrite.targetWins),
             new MergePropertyMap("ShortNotes", "Short Notes", "ShortNotes", "ShortNotes", MergeOverwrite.targetWins, MergeDataOption.AfterTargetSource),
             new MergePropertyMap("Notes", "Notes", "Notes", "Notes", MergeOverwrite.targetWins, MergeDataOption.AfterTargetSource),
             new MergePropertyMap("Description", "Description", "Description", "Description", MergeOverwrite.targetWins, MergeDataOption.AfterTargetSource),
             new MergePropertyMap("TimeZone", "Time Zone", "Address.TimeZone", "Address.TimeZone", MergeOverwrite.targetWins)
         }
     };
 }

Take a look at the MergeConfiguration.xml file located in the Virtual File System Explorer in AA (expand configuration folder, then global to locate). You can modify the XML there to add custom definitions for the merge wizard.

Hey, thank you Ryan! I just found the xml file you refer to, modified it and it works.

We added new custom entities related to Accounts as well. Will they be considered as well when merging two Accounts or do we have to make changes elsewhere?

Nevermind, I found it. This is handled in the Post Execute steps on Account.MergeAccount and Contact.MergeContact.

Thanks a lot!