RE: How is Primarycontact set during upgrade?

I would like to know as well. We have seen companies without any contacts, getting 'Main Contact' set as a person from an entirely different company.

RE: How is Primarycontact set during upgrade?

Hi
Interesting...
May this is why the Download page has been turned off ? 

OOPS... An owl is missing!

is all I get 

a found out that it is possible, via release page

/Anders

RE: How is Primarycontact set during upgrade?

Hi, please report the details on your findings to us asap.

We are extremely interested in hearing oubout this.

RE: How is Primarycontact set during upgrade?

@Anders.

This has been moved to the release page, to centralize the place to look for releases in general :).

RE: How is Primarycontact set during upgrade?

Ok,

Please remove "download" from Popular Technical Resurces page :-)
https://community.superoffice.com/en/technical/

I did like the "download" section, easy to find different builds.
But this new way of downloading is a bit hidden under details. 
I would like a dowload link in the table-view here:
https://community.superoffice.com/en/product-releases/release-notes/

Also when dicsussing the release page. I would be very nice with an API over the releases. 
It would then be easy to use Powershell or build a simple application to fetch certain releases and details.

I can eleborate on this if needed.

Best regards
Anders

RE: How is Primarycontact set during upgrade?

Product releases and download you find here:  Product releases

RE: How is Primarycontact set during upgrade?

Hi Frode,

When upgrading from using rank 1 to 'main contact', the upgrade will fill the 'main contact' field with the persons having rank 1 today (or next if rank 1 is missing). Former employees will be skipped, getting next person with lowest rank.
For those already using this field in Service, we will keep current data in this field,  and not replace it with data from rank 1.

Would be nice if you could send us some detailed information. Could it be that the 'main contact', former 'primary contact' in Service was in use and had data in the field before upgrade?

Best regards,

Trude

RE: How is Primarycontact set during upgrade?

What will happen if there are multiple rank1 contact persons on a company?
(Should not be the case but I have seen company-cards at customers, might be old imports gone wrong etc. 

Will the upgrade trigger a clean up of contact person rank before it actually sets this new main contact?
Or do you sugest analyzing the person-table before upgrade and correct Rank-problems? 
Run dbsetup => Database consitenscy checks => Person: Rank ?

/Anders

RE: How is Primarycontact set during upgrade?

Hi Anders,

If there are multiple rank1 contact persons on a company, we use the first we find for main contact. (The first which is not a former employee). Upgrade will not trigger a clean up of person rank. You may run db consistency checks before you upgrade if you want to make sure there are not a lot of mulitple rank1 in the db. 

Best regards, 

Trude

RE: How is Primarycontact set during upgrade?

Thanks Trude!

Then I know, and will add a step before upgrading to 8.5 R10 to investigate rank of contact persons and if needed run the dbsetup consistency checks for person ranks.

Is this new field Primary Contact supposed to be available as a searchfield in selections in 8.5 R10 ? 

I can not find it in search or new selection?

/Anders

RE: How is Primarycontact set during upgrade?

Hi!

Will this be fixed automatically for Online customers? This is wrong today. (Shows retired people as primary contact etc)

Anne Lene

RE: How is Primarycontact set during upgrade?

This is caused by the fact that this field had data stored from Service before we started using it as Main Contact. We will not replace existing data.

RE: How is Primarycontact set during upgrade?

Hi

Does this mean that primary contact is not actually a new field in the contact table, but an old field in Service repurposed for primary contact in Sales?

If so, am I correct in assuming that this field is "contact.supportPersonId" ?

Espen

RE: How is Primarycontact set during upgrade?

Yes - this is correct. This is the Customer Service "Service Contact" field.

supportPersonId in Contact table.