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Problems with address not copying into "More Addresses" in nav pane for Contact - CRM 4 On Premise RRS feed

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    Hi,

    We are having a problem with addresses not being created in the "More Addresses" area as well when using our Custom Tab (LCQ Tab)....

    We have this Custom Tab called LCQ, which becomes visible when we select LCQ option on the contact main front page (LCQ Option is a check box/bit attrib in Contact Entity) and on that tab we have Address Fields that are copied across to the main address fields on the Address Tab, which all works fine......however when a Contact is set-up using this LCQ tab, it does not create an address record under More Addresses in the Nav Pane on the left.

    When we create a contact without this option, everything works fine and the address is also under the More Addresses nav pane....

    Hope that explains everything clear enough...but if you want screen shots to look at , then let me know and I will post links to them.

    Cheers and regards Rossco
    Monday, December 6, 2010 10:56 PM

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    Hi,

    Entering an address in the address fields on the main contact form does not automatically create an address in the "More Addresses" tab by default. I suspect that you have either a plug-in that is doing it or you have a custom view/page that displays data on the "More Addresses" tab.

    Please post back if either is true.

    Hassan.

     

    Hassan Hussain | http://hassanhussain.wordpress.com/
    Tuesday, December 7, 2010 5:41 AM
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    Contacts and accounts each have two sets of address fields associated with the entity. One set of address fields is shown on the form, the other set is not shown on the form. If you create an address using either of these two sets of address fields, the address values will also be written to the customeraddressbase table with AddressNumber = 1 or 2.

    If you create an additional address for a contact or an account using the New Address feature in the More Addresses area, then these addresses will be saved in the customeraddressbase table with AddressNumber = 3, 4, 5 and so on. Only addresses with AddressNumbers greater than 2 are displayed in the More Addresses area.

    All the account's or contact's addresses are stored in the customeraddressbase table and are displayed when you use the Look Up Address... feature on quotes and orders (as long as the address has an Address Name).

    So, I'm not sure how your system has been customised to make use of the address features of CRM, but I hope this background might explain what's going on.

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Tuesday, December 7, 2010 9:48 AM
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  • Question
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    Hi,

    Entering an address in the address fields on the main contact form does not automatically create an address in the "More Addresses" tab by default. I suspect that you have either a plug-in that is doing it or you have a custom view/page that displays data on the "More Addresses" tab.

    Please post back if either is true.

    Hassan.

     

    Hassan Hussain | http://hassanhussain.wordpress.com/
    Tuesday, December 7, 2010 5:41 AM
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    Hi,

    Entering an address in the address fields on the main contact form does not automatically create an address in the "More Addresses" tab by default. I suspect that you have either a plug-in that is doing it or you have a custom view/page that displays data on the "More Addresses" tab.

    Please post back if either is true.

    Hassan.

     

    Hassan Hussain | http://hassanhussain.wordpress.com/

    Hi Hassan,

    thanks for getting back to me....actually, yes you are correct, we had a ISV develope the backend DB/CRM system for us, and looking at the JS on the contact form, they have renamed "More Addresses" to "Addresses".

    Is there a way I can get around this and alter it? or should we go back to them? Ideally we would prefer to make this sort of basic change ourselves, however I am only a beginner developer/customization person.

    Cheers and regards Rossco
    Tuesday, December 7, 2010 6:21 AM
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    Depends on how the solution has been implemented. You'll need to describe in details how the solution currently works and how you would like to change it. You'll also need to provide screenshots.

    Do you have a test environment? I would advise stronly against making any changes to the live environment.

     

    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    Tuesday, December 7, 2010 6:37 AM
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    Hi Hassan,

    yes we do have a test environment and I would never do anything to the live environment until everything was tested :-)

    I can get some screen-shots together and post links to them if you like and explain how things work in the live system etc....

    May not get to this for a day though....but will get back to you.

    Cheers and regards Rossco
    Tuesday, December 7, 2010 7:02 AM
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    Great. Look forward to your post.

    Please also provide as much detail as you can about the plug-ins and the JavaScript. I'm sure modifying the code wouldn't be a problem.

    Hassan.

     

    Hassan Hussain | http://hassanhussain.wordpress.com/
    Tuesday, December 7, 2010 9:27 AM
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    Contacts and accounts each have two sets of address fields associated with the entity. One set of address fields is shown on the form, the other set is not shown on the form. If you create an address using either of these two sets of address fields, the address values will also be written to the customeraddressbase table with AddressNumber = 1 or 2.

    If you create an additional address for a contact or an account using the New Address feature in the More Addresses area, then these addresses will be saved in the customeraddressbase table with AddressNumber = 3, 4, 5 and so on. Only addresses with AddressNumbers greater than 2 are displayed in the More Addresses area.

    All the account's or contact's addresses are stored in the customeraddressbase table and are displayed when you use the Look Up Address... feature on quotes and orders (as long as the address has an Address Name).

    So, I'm not sure how your system has been customised to make use of the address features of CRM, but I hope this background might explain what's going on.

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Tuesday, December 7, 2010 9:48 AM
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    Hi Neil/Hassan,

    Neil,

    we have found out that it is a plugin they are using to perform this function for all addresses 1, 2 3 etc....

    Hassan,

    my boss has decided that he will get the developers to do this as he is wanting it done quickly.....which is not good for me as I was hoping to do this, but I can't do this change in the time that they can do it (will only take 30 - 60 minutes for them to change the plugin. :-(

    Thanks you both for your help and for getting back to me, very much appreciated :-)

    Cheers and regards Rossco
    Tuesday, December 7, 2010 11:51 PM