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CRM 2013 - Find all associated records for a specific record RRS feed

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  • Question

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    Problem:

    Can't delete a contact record because it has associated records with 'restrict delete' behaviour (e.g. Contract)

    Goal:

    Find all associated records with 'restrict delete' behaviour

    Comment:

    Looking for a 'codeless' out of box solution.

    Otherwise, I could write a query to search through records of all entities with 'restrict delete' relationship to Contact.




    • Edited by kjs335 Thursday, April 24, 2014 2:09 AM
    Thursday, April 24, 2014 1:17 AM

Answers

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    1. If it is just a few contacts that are posing this error then I would just open the records and delete the associated records. Set the relationship to display if it is not already showing associated records.

    2. Change the relationship behavior from restrict delete temporarily and then delete the records. This wouldn't be an good option if there are a lot of such relationships!

    3. Alternatively deactivate the contact record.

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Marked as answer by kjs335 Monday, April 28, 2014 2:30 AM
    Thursday, April 24, 2014 2:19 AM