CRM 3.0 & SQL Add Account address to contacts

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CRM 3.0 & SQL Add Account address to contacts

Author

Topic

Slysi
Starting Member

2 Posts

Posted - 2009-01-13 : 06:46:40

Hello,

Im new to CRM and SQL server.

We have a fairly large (too large for me to sit there and do this manually)
database.

Unfortunately most of the contacts have been added to CRM under Contacts >
new contact.

Instead of the Account being opened and then the new contacts added via the
"new contacts" button. (Which adds the account details to the contact)

This means that most of the Contacts do not have their Accounts address
details.

Is there a way (probably an SQL statement on the SQL server?) to add Account
address details to all contacts associated to the account?

All help greatly appreciated

svicky9
Posting Yak Master

232 Posts

Posted - 2009-01-13 : 12:35:48

Get all the Contacts that do not have accounts and try to populate the accounts table and all the tables that link to the accounts table..

Vic

http://vicdba.blogspot.com

Slysi
Starting Member

2 Posts

Posted - 2009-01-14 : 05:18:54

Thanks for you reply Svicky,

All the contacts have accounts.

The problem lies in the fact that the contacts were created under the contacts page and then the account they belong to was added to the contacts details.

What they should have done was to create the accounts first and then add the accounts contacts via the accounts page, this way all the accounts details (in this case addresses) are added behind the scenes to the contacts data.

My problem is not knowing where CRM database keeps the accounts and contacts data. I've tried looking for it but all the $names made my eyes spin. Does anyone have expirence with SQL side of CRM 3.0

---------------------UPDATE------------------------

If I export all contacts to excel very few contacts have their account address details filled in. (Most are just blank, some are filled in though, mainly the primary account contact, plus a few others which I have added via method 2 below)

I have found what I believe to be the cause of this problem which is;
1) If you click on contacts, add a new contact, enter contact details and assign the contact to their account the account details aren’t copied to the contacts details.

2) If however you open the account details and then add new contact from this page the accounts details are copied to the contacts details.

So what I need to do is copy the account address into the contacts details for each contact that is part of that account.

ill try and illustrate this below
-------------------------------------------------------
Currently I have

Account 1 - Account 1 address

Account 1 - Contact 1 - Account 1 address
Account 1 - Contact 2 - blank
Account 1 - Contact 3 - blank
Account 1 - Contact 4 - blank

Account 2 - Account 2 address

Account 2 - Contact 1 - Account 2 address
Account 2 - Contact 2 - blank
Account 2 - Contact 3 - blank
Account 2 - Contact 4 - blank
-----------------------------------------------------------------

And what I need is

Account 1 - Account 1 address

Account 1 - Contact 1 - Account 1 address
Account 1 - Contact 2 - Account 1 address
Account 1 - Contact 3 - Account 1 address
Account 1 - Contact 4 - Account 1 address

Account 2 - Account 2 address

Account 2 - Contact 1 - Account 2 address
Account 2 - Contact 2 - Account 2 address
Account 2 - Contact 3 - Account 2 address
Account 2 - Contact 4 - Account 2 address

hope this explains it a little more

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