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Forum to discuss SalesLogix synchronization and remote database management. View the code of conduct for posting guidelines.
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"Move Contact" not syncing to remotes
Posted: 11 Sep 08 3:13 PM
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V7.2.1. Contact under account A, owned by Bob. Moved to account B, owned by Steve(remote). Steve gets an UPDATE statement to a record not in his database instead of an INSERT. Has anyone else seen this? Does v7.5 fix this as SLX support keeps hinting? Anyone have a better Move/Merge package they are willing to share/Sell? 
Michael |
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Re: "Move Contact" not syncing to remotes
Posted: 03 Oct 08 7:11 PM
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We will be rebuidling this feature as it is lacking on many levels. The sync problem you have identified is a huge problem but there are other issues such as a lack of transaction support, custom tables related to Contact aren't accounted for, etc.
I will let you know when it is complete in case you are still looking for a solution.
Timmus |
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Re: "Move Contact" not syncing to remotes
Posted: 03 Oct 08 7:11 PM
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We will be rebuidling this feature as it is lacking on many levels. The sync problem you have identified is a huge problem but there are other issues such as a lack of transaction support, custom tables related to Contact aren't accounted for, etc.
I will let you know when it is complete in case you are still looking for a solution.
Timmus |
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Re: "Move Contact" not syncing to remotes
Posted: 04 Oct 08 3:28 AM
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Hi Timmus
We have redesigned this facility to make it more intuitive. This included making the default action to be "Move", not "Copy", allowing activities to follow the contact to their new account (e.g. if you created them against the wron account to start with), and several other things.
We also just noticed it doesn't handle custom one-to-one tables off Contact, so will probably also extend it to do this (by doing a chase through JOINDATA and RESYNCTABLEDEFS etc)
There are also some interesting issues around record ownership (realigning the CONTACT.SECCODEID ot match that of the ACCOUNT it is moving or being copied to).
Do you want to compare notes?
Regards
Paul Roussell
Adexio (Brisbane, Australia)
SalesLogix BP since July 1997 |
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Re: "Move Contact" not syncing to remotes
Posted: 04 Oct 08 4:32 AM
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Hi All,
I have handled this a few times and might have some code around somewhere - dunno if I am allowed post it though.
The basic approach is that you need to delete and then recreate the CONTACT record, and all the related records, to force it out to the new owners.
Actually, SalesLogix's default of having a client-side cursor makes this quite straightforward. What I do is have 2 recordsets - a read-only of the current Contact and a Static, Batch recordset for the insert. Something like:
rs1.Open "SELECT * FROM CONTACT WHERE CONTACTID = 'XYZ123'", cn
rs2.Open "SELECT * FROM CONTACT WHERE 1=0", cn, 3, 4
Then you can cycle through the fields collection and set one = the other:
rs2.AddNew
...
rs2.Fields(i).Value = rs1.Fields(i).Value
I will make sure that I set the rs2.Fields("ACCOUNTID") to the new AccountID (and generally SECCODEID, ACCOUNTMANAGERID, and maybe WORKPHONE too).
Finally, if you have no errors, you close rs1 and execute a DELETE of the contact record and then call rs2.UpdateBatch.
Neat, eh.
Then you have to cycle through all the tables that have related records - I normally use SECTABLEDEFS to get me the name of every table that has a CONTACTID field - and do the same thing on each record. With Address, I will normally default to set the primary Address to the Address of the new Account but leave any non-primary addresses as they are and just recreate the records as above.
Cheers,
Stephen
www.slxmaster.com
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Re: "Move Contact" not syncing to remotes
Posted: 04 Oct 08 8:27 AM
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| We are also in the process of re-doing the "move" using the same approach as Stephen. I'm thinking of "maybe" posting the bundle to the Partner NG after.. since it's really the only place one can post Sage IP based stuff. |
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