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How do I track contacts on accounts RRS feed

  • Question

  • Can some help me...how do I track the account with even not a single contact.....should i do it manually or i can have any facility...????
    http://technetnepal.net/blogs/aerrow
    Monday, June 21, 2010 5:59 AM

Answers

  • yeah it will require some development. Actually u will have to create a new report.

    Anyway, if you are not willing to go that way, the one option is to use the idea "Leon Tribe" above explain. i.e.

    1) Create Marketing List from web client UI.

    2) Add all the accounts to the list

    3) Finally, remove those accounts that have the contacts

    I think there is a lot of manual steps involve in the above, but i am afraid that is the only possible (out of box) option i think.


    Muhammad Ali Khan
    http://malikhan.wordpress.com
    • Marked as answer by Jim Glass Jr Tuesday, June 22, 2010 5:41 PM
    Tuesday, June 22, 2010 8:58 AM
  • There is no effort at all. You create a new marketing list. You add all accounts. You then use 'remove members using Advanced Find' and select Accounts where the child contact contains data in a compulsoiry field. There is no manual removal.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, June 22, 2010 1:02 PM
    • Marked as answer by Jim Glass Jr Tuesday, June 22, 2010 5:42 PM
    Tuesday, June 22, 2010 1:01 PM
  • By the way, the previous suggestion of using 'Does not contain data' will not work. You cannot construct outer join queries in Advanced Find. They simply don't support them. In other words you cannot directly ask Advanced Find 'show me records without child records attached'. The marketing list will take 5 minutes and do the job.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Marked as answer by Jim Glass Jr Tuesday, June 22, 2010 5:42 PM
    Tuesday, June 22, 2010 1:04 PM

All replies

  • Hi,

    I don't understand what u mean Track the account? You can have account with No contacts. Account means Company where as Contact means Individual. You can create opportunities, quote/order etc with Account.

    Plus all the activities (email,fax, phone, etc) can be done against hte Account.


    Muhammad Ali Khan
    http://malikhan.wordpress.com
    Monday, June 21, 2010 6:05 AM
  • thankx for your response,

    Actually i am getting problem to search the account, that is to enlist the accounts that does not contains any contacts.....I have tried with the advance search option but still i am not getting the solution....so can anyone help me with this....to find i.e. to enlist all the accounts that does have 0(zero) contacts.


    http://technetnepal.net/blogs/aerrow
    Monday, June 21, 2010 10:00 AM
  • I am not sure but try this in Advanced Find for new account entity.

    Related Contacts(Parent Customer)

                    Parent Customer      Doesn't Contain Data


    Muhammad Ali Khan
    http://malikhan.wordpress.com
    Monday, June 21, 2010 11:07 AM
  • Muhammad,

                 Thankx for your support.But It's still not working....i have tried it but i am still unsuccess to find out my accounts with no contacts..


    http://technetnepal.net/blogs/aerrow
    Monday, June 21, 2010 11:24 AM
  • The simplest way is to create a marketing list. Add all accounts to it and then remove those with a contact.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, June 21, 2010 4:26 PM
    • Marked as answer by Jim Glass Jr Monday, June 21, 2010 4:40 PM
    • Unmarked as answer by Aerrow4 Tuesday, June 22, 2010 9:42 AM
    • Marked as answer by Jim Glass Jr Tuesday, June 22, 2010 5:41 PM
    • Unmarked as answer by Aerrow4 Thursday, July 8, 2010 1:46 PM
    Monday, June 21, 2010 4:26 PM
  • Thank you leon,

                Can I get a bit detail about this.


    http://technetnepal.net/blogs/aerrow
    Tuesday, June 22, 2010 7:19 AM
  • I think there will be a lot of manual work with creating a marketing list, adding accounts and then first know which account have zero contact and then delete them manually.

    I think you can create a  custom SQL Server Reports in Visual Studio for MS CRM against the Filtered Account & Filtered Contacts View.


    Muhammad Ali Khan
    http://malikhan.wordpress.com
    Tuesday, June 22, 2010 7:24 AM
  •  I think this is a bit tuff.....isn't there any easy solution....??? because customizing SQL server reports in visual studion for MS CRM is a different thing.


    http://technetnepal.net/blogs/aerrow
    Tuesday, June 22, 2010 7:40 AM
  • yeah it will require some development. Actually u will have to create a new report.

    Anyway, if you are not willing to go that way, the one option is to use the idea "Leon Tribe" above explain. i.e.

    1) Create Marketing List from web client UI.

    2) Add all the accounts to the list

    3) Finally, remove those accounts that have the contacts

    I think there is a lot of manual steps involve in the above, but i am afraid that is the only possible (out of box) option i think.


    Muhammad Ali Khan
    http://malikhan.wordpress.com
    • Marked as answer by Jim Glass Jr Tuesday, June 22, 2010 5:41 PM
    Tuesday, June 22, 2010 8:58 AM
  • I think this is no  more then that of manual process..... if someone have any idea about this please help me.
    http://technetnepal.net/blogs/aerrow
    Tuesday, June 22, 2010 9:37 AM
  • Hi,

    You can find this using Advanced Find on Accounts.

    The condition is

    Primary Contact          Does not Contain Data

    Regards,

    Kishan

    Tuesday, June 22, 2010 9:40 AM
  • Thank you kishan,

    I have tried this at first but i didn't get the account with no contacts....i do but there were some accounts too which do have contacts...so i leaved this process.....i think we can do it by using the advance search but i am not getting idea how to trigger the search.


    http://technetnepal.net/blogs/aerrow
    Tuesday, June 22, 2010 9:46 AM
  • hi,

    Do you have any Accounts with primary contact field blank value? If not insert a Account  with Primary Contact field blank value and try the advanced find.

    Tuesday, June 22, 2010 10:00 AM
  • thank you kishan,

    I will try this.


    http://technetnepal.net/blogs/aerrow
    Tuesday, June 22, 2010 11:11 AM
  • There is no effort at all. You create a new marketing list. You add all accounts. You then use 'remove members using Advanced Find' and select Accounts where the child contact contains data in a compulsoiry field. There is no manual removal.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, June 22, 2010 1:02 PM
    • Marked as answer by Jim Glass Jr Tuesday, June 22, 2010 5:42 PM
    Tuesday, June 22, 2010 1:01 PM
  • By the way, the previous suggestion of using 'Does not contain data' will not work. You cannot construct outer join queries in Advanced Find. They simply don't support them. In other words you cannot directly ask Advanced Find 'show me records without child records attached'. The marketing list will take 5 minutes and do the job.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Marked as answer by Jim Glass Jr Tuesday, June 22, 2010 5:42 PM
    Tuesday, June 22, 2010 1:04 PM
  • Leon,

    Can you give me anyother solution.....because i am getting in trouble to search and extract the account with no contacts..


    http://technetnepal.net/blogs/aerrow
    Wednesday, June 23, 2010 12:04 PM
  • Where are you having troubles? It should be a case of removing using advanced find and then setting the criterion as related contact last name contains data, for example.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Wednesday, June 23, 2010 1:31 PM
    Wednesday, June 23, 2010 1:31 PM
  • Leon,

    I just a problem while doing this experiment......I entered a lot of Accounts in my database without any contacts....now i need to find all those accounts which don't have any contacts so i can delete it....but this is making me trouble....i have tried with the advance search also but not getting any soultion.....here is the problem....i think i am not getting handle with advance search...i need help on it.


    http://technetnepal.net/blogs/aerrow
    Thursday, June 24, 2010 5:36 AM
  • You cannot find them directly with Advanced Find. It does not support 'no record' searches, also known as outer joins. You need to create a marketing list. Add all accounts and then use Advanced Find to remove accounts WITH contacts.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Thursday, June 24, 2010 12:10 PM
    Thursday, June 24, 2010 12:10 PM