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Manage Relationships Between Accounts and Contacts

Comments

15 comments

  • Kris Corrigan

    When creating a relationship between a contact and a event should the activities come over from the contact to the account?

  • Barbara Key

    Hi Kris,

    Activities of a contact can be seen on the activities tab of their organization. You have to make sure to allow the display of related activities in your view to be able to see them. If you have a specific example where this doesn't work please consider submitting a ticket to Support so we can review.

    Thanks!

  • Kris Corrigan

    Thanks Barbara

    I have submitted a ticket #49783

  • R.C. Chancy

    Please confirm: Deleting the contact relationship on a specific account does not delete the contact from other accounts. Correct?

  • Barbara Key

    This is correct.

  • Eileen Durand

    Can someone please help out with the following:

    I used an update import to change the status of 350 contacts to Inactive.  After I did so, I went back and looked at the record of the contact and saw that under the Account, it was not in italics.  I dug further and found that changing the Contact's Event Sales Status to Inactive did not make it inactive under the Account the way it would if I had done one manually.  Does anyone know how I can now update the 350 to make their Relationship Designation to the Account inactive which will then make their relationship status Retired?

    And does anyone know how I can do this through the import next time so that it's all done in one step?

    Thank you

  • Carrie Spalding

    Eileen,

    I just wanted you to know I'm working on this, but it might be a day or two before I have an answer.

    Thank you!

    --Carrie

  • Eileen, the following will identify any relationships which don't match the contact's status and indicate the status "we think they should be";

    SELECT 
    EV870_ACCT_CODE
    CONTACT_ACCOUNT_CODE
    , EV870_NAME
    CONTACT_NAME
    , EV870_STATUS
    ACCOUNT_STATUS
    , EV875_LINK
    LINK_TYPE
    , EV875_STATUS
    CURRENT_LINK_STATUS
    , CASE WHEN EV870_STATUS = 'A' THEN 'A' ELSE 'I' END
    NEW_LINK_STATUS
    FROM
    EV870_ACCT_MASTER
    JOIN
    EV875_ACCT_LINKS
    ON
    EV875_ORG_CODE2 = EV870_ORG_CODE
    AND EV875_ACCT_CODE2 = EV870_ACCT_CODE
    WHERE
    (
    EV870_STATUS != 'A'
    AND EV875_STATUS = 'A'
    )
    OR (
    EV870_STATUS = 'A'
    AND EV875_STATUS != 'A'
    )

    You may or may not want to treat prospect status'd accounts differently...

    Hopefully USI will come back with something but if you agree with the output of the above you can run the following to update/fix them (obviously run on your test system and past USI before running it on production);

    UPDATE
    EV875_ACCT_LINKS
    SET
    EV875_STATUS = CASE WHEN EV870_STATUS = 'A' THEN 'A' ELSE 'I' END
    FROM
    EV870_ACCT_MASTER
    JOIN
    EV875_ACCT_LINKS
    ON
    EV875_ORG_CODE2 = EV870_ORG_CODE
    AND EV875_ACCT_CODE2 = EV870_ACCT_CODE
    WHERE
    (
    EV870_STATUS != 'A'
    AND EV875_STATUS = 'A'
    )
    OR (
    EV870_STATUS = 'A'
    AND EV875_STATUS != 'A'
    )
  • Eileen Durand

    Lee, thanks a lot for this - really appreciate it.  Unfortunately for us we are hosted so I cannot do any updates myself, I can only do it through an import or an "edit multiple".  Hopefully UB can help me out with what I should do.

    thanks to all, Eileen

  • Carrie Spalding

    Eileen,

    Per Development:

    • The import process is not currently set up with the functionality you seek.
    • There is a way to get it done, however.
      • You can configure the import to set the keyword field and have somebody on your side write the UPDATE statement.
      • Or USI Services could assist you with the process.
      • Or USI Services could do the whole process for you.

    Thanks,

    --Carrie

  • Andreas Langer

    Hi,

     

    we have a lot of contacts with always changing organizations. Now it is important for us to keep the information from the last company relationship (e.g. telefon number, email, position, some UDFs). They should be specifically linked to the relationship with the company.

     

    So contact 'A' is working for company 'XYZ' ('A' is a contact of 'XYZ'). 'A' has a certain position and field of work in company 'XYZ', a telefon number to their office, an email address, etc.

    But now 'A' changes the company to 'WVU'. So all the main information needs to be changed (new telefon number, email address, position, ....). But we need to keep all the former information as well.

     

    Is there a way to do this?

    I think it should be possible to add all the former information in this space, but I can't add anything other than "relationship notes":

     

    Thanks all,

    Andreas

  • Heather Gruppelaar

    How do you create a relationship between two accounts, ie the parent account (Head office) and the subsidiary (branch) account please.

  • Ryan Canny

    Hi Heather,

    This can be found under the following article:

    https://supportcenter.ungerboeck.com/hc/en-us/articles/204848098-Accounts-and-Contacts

    Thanks,

    Ryan

  • Nina Dennison

    IS there a way to edit Relationship Status for multiple Contacts in an Account from "Retired" to "Active" ??  We have up to 5 contacts in an account that was marked Inactive, but now changed back to Active. We'd like to Edit Multiple instead of one by one.

  • Sam Wilson

    Hello Nina,

    I can confirm that the software does not currently support editing the Relationship Status for multiple contacts at once. 

    Please consider entering an enhancement request. If you have a particular mechanism in mind, please add it so our development team members can evaluate its feasibility. 

    Here are the steps to add a product idea.

    1. Go to the Community by clicking on the The Community button in the Support Center Quick-links section displayed at the top of this page.

    2. Click on the Product Ideas tab.

    3. Click the Enter the Forum button for the CRM Product Ideas forum.

    4. Click the Create a Post in this Topic button.

    5. Complete the form and click the Submit button.

    Regards,

    Sam

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