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New contacts - how do they work? (Read 8035 times)
David Waldmann
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New contacts - how do they work?
05/01/12 at 08:45:47
 
I think the concept is great, but I don't know if our conversion to the new system was flawed, or we don't have them set up right, or if there is some kind of problem. Here is an example:
 
In the Contacts screen from AR-A, we see 5 contacts - two with email addresses.
 
When we email a form, the two contacts with emails are shown, but each of those has 9 additional lines with just the name, no email. You wouldn't even know the second one was there unless you accidentally PageDown a couple times.
 
Here is the contacts screen:
 

 
 
And here is what we see when we do a lookup in the email utility:
 

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David N Waldmann
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Re: New contacts - how do they work?
Reply #1 - 05/01/12 at 10:17:58
 
It is because each contact can have up to 10 email addresses.  I have already asked Allen to suppress the ones that are not populated.  Strange thing is, I only see this sometimes, not always so I need to pay more attention & determine when I do and when I don't, a pattern will make it easier to resolve.
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Re: New contacts - how do they work?
Reply #2 - 05/01/12 at 11:18:57
 
I'll keep an eye out and see if I can spot a trend.
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David N Waldmann
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Re: New contacts - how do they work?
Reply #3 - 05/01/12 at 13:42:00
 
I think I fixed it. "BZ" Binary Zeros in the email addresses The code had  a check to see if the email field was <> '' but if there was a BZ in the field then it would not be blank and therefor show up in the list. I sent a fix to Lynn today.
 
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David Waldmann
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Re: New contacts - how do they work?
Reply #4 - 05/02/12 at 04:17:03
 
Sorry - still having the same issue after installing the updated nzemailtll. Just to make sure, I even tried entering a new Quote in case something is cached somewhere.
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David N Waldmann
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Re: New contacts - how do they work?
Reply #5 - 05/02/12 at 07:04:13
 
This may be related.
 
I was trying to figure out an issue with sending email from AR-A and found this. Even though there are many email addresses in Contacts, not a one is showing up in the drop-down when you click the email button.
 
I am using the new nzemailtll file so I don't know if that's part of the problem.
 
I have another customer with similar configuration/quantity of Contacts, and get just 1 email address in the drop-down.
All customers that I checked that have only one address seem ok.
 
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« Last Edit: 05/02/12 at 09:46:24 by David Waldmann »  

David N Waldmann
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Re: New contacts - how do they work?
Reply #6 - 05/02/12 at 07:38:37
 
The entire CO system does not make sense to me.
 
so each "Contact" has 10 phones? 10 emails? 10 Misc??????
 
??????
 
BTW, there is another programming problem here
each time we hit the CO button it adds a record to that table. The only way to stop it, was to add a contact for each customer (DO NOT  USE)
 
anyways, this is what we have
 

 
and  
 

 
 
 lips sealed
 
Kelloggs
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David Waldmann
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Re: New contacts - how do they work?
Reply #7 - 05/02/12 at 09:39:17
 
Quote from Kelloggs on 05/02/12 at 07:38:37:
The entire CO system does not make sense to me.

 
Agreed, but I thought maybe I just don't understand the proper setup. Maybe it works better when starting from scratch than when converting from Classic Contacts....?
 
There are a couple issues I'm having just trying to figure out how you're supposed to use it - maybe once I do I can tell if it's broke or not.
 
For one, and this is more a Feature related issue, why, when you Exit out of editing (or adding) a Contact, it goes back to the main customer screen, not the grid that shows the Contacts.
 
Next, the info on the Grid does not always correspond with what's shown when you Edit Contact. For instance, in the example below, the contact I select in the Grid shows no name, but an email and phone. When I "select" or edit it, I see Name, but no email or phone.
 

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David N Waldmann
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Re: New contacts - how do they work?
Reply #8 - 05/02/12 at 10:33:12
 
David,
 
If you don't mind, could you please go to Maintain Database and open the BKCMACCN table.  
 
Do you see  records without a customer code???
 
That can not be!!!! no wonder.....
 
 Tongue
 
Kelloggs
 
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Re: New contacts - how do they work?
Reply #9 - 05/02/12 at 10:41:08
 
Just had one.
 
I notice them occasionally as blank Customers in AR-A or Contacts in CM-A, and usually go in to delete them but hadn't recently.
 
I think it happens when someone starts to create a new customer/contact but doesn't complete it, but there must be some common feature that I haven't figured out as it doesn't always happen when you abort.
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David N Waldmann
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Re: New contacts - how do they work?
Reply #10 - 05/02/12 at 10:44:29
 
so it is happening to others
 
thanks!!!
 
 Smiley
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Re: New contacts - how do they work?
Reply #11 - 05/15/12 at 07:47:12
 
Another issue - it seems you can't edit or delete a "contact" that does not have a name. If you double-click it, the edit screen comes up with the Primary Contact in the Name field and NO email or phone...
 
Also, the multiple blank lines, I think, has been partially fixed. It seems ok in SO-B, SO-C, SO-F and ES-D, but not SO-P-B.
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David N Waldmann
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Re: New contacts - how do they work?
Reply #12 - 05/15/12 at 09:10:55
 
Just had another anomaly. On the below screen only the bottom line is correct. All the rest are from Customer 1200. It's pulling the email addresses from another customer, but saying they have the current Customer ID and phone number.
 
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Re: New contacts - how do they work?
Reply #13 - 06/04/12 at 08:09:52
 
We are having the same problems with CO.  
1. The email lookup is case-sensitive, and when we update the addresses to match our convention, they still pull up the old way in email lookup, even though within CO it is updated. This is making it more cumbersome to search, because some addresses were originally entered in all caps, all lower case, etc.
2. CM-A lists a non-primary contact on the main screen, even though there is another primary contact listed in CO.  
3. There are a lot of contacts being duplicated in CO somehow. When we try to delete the duplicates, the main contact deletes as well.
 
Has there been any resolution to these problems?
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Re: New contacts - how do they work?
Reply #14 - 08/07/12 at 09:05:58
 
We have similiar issues.   Customers contacts are duplicating same name contact information.   We tried once to pull out the data, clean up the file and then re-loaded the BKCMACCN file as directed.   It's back to the same issues.    Having so many of the same contacts makes it complicated when others trying to select the right contact to email.
 
Has there been a bug fix for this problem?
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