06 Kasım 2008 Perşembe 21:17
I noticed an interesting issue in our crm system.
a staff member updated an account, changing the primary address, and Business Phone number. (telephone1)
someone from the account looked at the data through a webportal interface, that pulls the data from the customerAddress view and saw that the telephone number was wrong.
when I looked it up, the customerAddress table had been updated with everything but the phone numbers, those where updated in the accountbase table only. It looks like data that is part of both tables, accountbase and customerAddress, like telephone1 2 and 3 and fax aren't being updated in the related customerAddress field when the account is updated.
has anyone else encountered this? do you know of a fix?
we are running Protech crm4m version 3.2
07 Kasım 2008 Cuma 02:48ModeratörThat is pretty much the expected behaviour. Mapped fields between related entities, like Account and associated Contacts do not update as they are changed in one entity. The only purpose of such mapping is to facilitate data entry when adding an associated record from the parent. in other words, when you create a new Contact by first going to the Account, clicking on Contacts in the Navigation Pane, and then selecting New will COPY the mapped fields from the Account record to the new Contact. Any subsequent changes to fields in either entity will have no effect on the mapped fields in the other entity.
07 Kasım 2008 Cuma 03:38
Thank you for the explanation.
I was hoping the answer was something like that, it's much easier to fix the website than the crm.
I will rewrite the stored procedure that pulls this data to get it from the account, instead of from the address table.
07 Kasım 2008 Cuma 03:47ModeratörGlad I was able to help.