ISTech Support Forum - New contacts

SarahM Browser Posts: 3	Re: New contacts - how do they work? Reply #15 - 08/07/12 at 09:08:16 I've never gotten a response on this at all. It continues to be a problem for us too.
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TwinOaks Member I Love EvoERP! Posts: 83 Gender:	Re: New contacts - how do they work? Reply #16 - 10/24/12 at 13:26:16 Does anyone know if the new update fixed the email contact problem with duplications? We currently are on update 5/25/12 - we will be moving to the latest one this weekend.
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BurrKing_Mfg Member Computer repair can not be done with a hammer! Posts: 66 Gender:	Re: New contacts - how do they work? Reply #17 - 01/22/13 at 09:22:18 We also have many problems with the contact system. Seems like it hasn't mattered what we have done, the CM file always is a mess. Duplicate contacts and contacts that don't belong everywhere. Hoping for a solution.
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TwinOaks

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Re: New contacts - how do they work?
Reply #18 - 01/22/13 at 10:20:04

EVO TECH SUPPORT - has there been any resolution to the duplications in the contact lists? We can work around this issue but it would be nice to get fixed. Especially in our environment when someone wants to send an email that hasn't used this much, gets confused on the numerous selections listed.

Hope to see a fix soon!

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Camille
Twin Oaks Industries
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TwinOaks

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duplications of contacts in EVO
Reply #19 - 02/12/13 at 14:17:24

There still has not been anyone from EVO IT support responding on the issues of contact information duplicating. Now our system is actually putting other contacts into another company file.

We cleaned up and fixed once. Now it is back - we don't want to have to keep exporting and importing data to keep clean.

I see other EVO users have been having these issues. Can we get this fixed?

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Camille
Twin Oaks Industries
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BurrKing_Mfg Member Computer repair can not be done with a hammer! Posts: 66 Gender:	Re: New contacts - how do they work? Reply #20 - 03/25/14 at 14:33:41 I know this is an old thread, but I'm hoping there's at least one person out there that says they are not having any problems with contacts. Its getting to the point its really hurting our business Not sure what the next steps are....
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David Waldmann

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Re: New contacts - how do they work?
Reply #21 - 03/26/14 at 05:02:16

We are still having some problems, but they are rare.

Once thing we noticed the other day, and I don't know if it was coincidental or not, but we attempted to send an email from Evo to a customer that didn't have an email address set up, and the lookup in the email form showed emails from a different customer.

I'm wondering if blanks somehow mess it up...

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David N Waldmann
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Vermont Hardwoods
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BurrKing_Mfg Member Computer repair can not be done with a hammer! Posts: 66 Gender:	Re: New contacts - how do they work? Reply #22 - 03/26/14 at 06:11:08 David, thanks for the feedback.... That might be the one thing that makes sense. We often do not have email address in the CM when we go to send an email and manually put it in. Maybe this might be the connection.
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TwinOaks

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Re: New contacts - how do they work?
Reply #23 - 03/26/14 at 06:55:43

We finally got our cleaned up but we had to update to the latest update (2013.4) and loaded all the patches available (SM-V). Then Support helped me export and delete all the duplications. It's fixed now and we have not had any duplications.

I can provide you the instructions - but it might be best for IT Support to send you the export file and instructions how for you to clean up.

Are you on the latest update and have installed all the latest patches?

Good Luck!!
Camille

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Camille
Twin Oaks Industries
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BurrKing_Mfg Member Computer repair can not be done with a hammer! Posts: 66 Gender:	Re: New contacts - how do they work? Reply #24 - 03/26/14 at 07:20:07 I'm on all the latest and greatest. I love the new patch feature, I wish they would place a little, brief explanation on what was changed with the updated program. It would be nice to know if it was a problem that we had been experiencing or not. Do you have any blank email address?
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TwinOaks Member I Love EvoERP! Posts: 83 Gender:	Re: New contacts - how do they work? Reply #25 - 03/26/14 at 08:13:33 I agree the patch info is much better and info on changes would be helpful. We didn't have many issues with "blank" emails just duplicated and put customers on the wrong list. Did you look at your BKCMACCN file in "maintain database"? You might be able to clean up in that area...
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BurrKing_Mfg Member Computer repair can not be done with a hammer! Posts: 66 Gender:	Re: New contacts - how do they work? Reply #26 - 03/26/14 at 10:03:55 Camille, I'm glad to hear that its working well for you. BKCMACCN is a mess, the number of duplicates is kind of insane. I think that file has grown to over 15,000 lines.
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TwinOaks Member I Love EvoERP! Posts: 83 Gender:	Re: New contacts - how do they work? Reply #27 - 03/26/14 at 10:09:44 I would suggest you get intouch with Lynn or other EVO Support and get your file exported out and cleaned up and then put back....ours was huge too. Good luck!!!
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David Waldmann

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Re: New contacts - how do they work?
Reply #28 - 06/25/15 at 10:47:25

There are still issues with this. The duplicates are merely annoying, but getting an email address into a contact from a totally different customer is totally unacceptable IMO.

We are a small enough company that, when we are manually emailing, we can notice that the first one is wrong, and pick the right one. However, in a larger company, or if you want to AutoSend (which I am in the process of trying to set up) it would be disastrous.

Where is the fix???

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David N Waldmann
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Vermont Hardwoods
Chester, VT

Evo-ERP, 5 user
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BurrKing_Mfg

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Re: New contacts - how do they work?
Reply #29 - 06/25/15 at 11:07:42

David,

Knock on wood..... We have been good for months now. No more duplicates. We are clean and I haven't seen or heard of any contact popping up in the wrong places.

Back in February worked with Lynn and Mike and we were able to duplicate one of the issues where contact were being placed into other accounts. Since then we have been good

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