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Removing related Contacts from Accounts Entity details area RRS feed

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    Hi
    I have an account record and some  related Contact records which are listed it Account Contacts.

    I want one of them to be removed from Account Contacts list.
    From Account Contacts list i can only delete contact records.

    Is it there any option (Button or action) on Account so that i can remove a related Contact from Account Contacts List.

    I have to do this with many Account records so i cant edit each Contact record.

    Thanks
    Sunday, November 22, 2009 4:07 PM

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    The simplest/fastest solution is to create an on demand workflow on the contact entity e.g. Disassociate Contact (Requires Grid Refresh). This will add the WF button to the contact associated view and enable the user to asynchronously disassociate contacts.

     

    In the WF select the contact entity and only check available to run: on demand then add step: update record. Click the set properties  button and in the parent customer lookup select the clear operator.

     

     

    GI CRM Blog * GI Website
    Sunday, November 22, 2009 11:09 PM

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    The Account's list of Contacts represents the 1-to-Many relationship between the Account and Contact records.  Such as it is, there is only one way to modify this relationship, and that's through the "Parent Customer" field of the Contact record.  Unfortunately this field isn't valid for Bulk Edit operations, so you'll need to use a Workflow to empty that field.  Then, run an Advanced Find (or access each desired Account directly), and apply the Workflow to every Contact you wish to disassociate from its  "Parent Customer".  This, you can do in bulk.
    Dave Berry
    • Proposed as answer by Mayank Pujara Sunday, November 22, 2009 6:09 PM
    Sunday, November 22, 2009 5:53 PM
    Moderator
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    But how i gave as input [Selected Contact records] In [Parent Customer] Contacts list

    Sorry to say MayankP its not solution of my question

    Sunday, November 22, 2009 6:22 PM
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    You're working at it from the wrong side of the problem.  You do not supply a list of Contacts to the Workflow, you supply the Workflow to a list of Contacts.  However you wish to gather those Contacts, is up to you.  I recommend using an Advanced Find.
    Dave Berry
    Sunday, November 22, 2009 6:26 PM
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    The simplest/fastest solution is to create an on demand workflow on the contact entity e.g. Disassociate Contact (Requires Grid Refresh). This will add the WF button to the contact associated view and enable the user to asynchronously disassociate contacts.

     

    In the WF select the contact entity and only check available to run: on demand then add step: update record. Click the set properties  button and in the parent customer lookup select the clear operator.

     

     

    GI CRM Blog * GI Website
    Sunday, November 22, 2009 11:09 PM