tricky merge question!

[Ian]

Hi,
We are trying to link some business contacts to the correct accounts. These
contacts seem to have become orphaned for some reason. There are around 5,500
BCM Business Contacts. The BCM contacts each have “company†names tagged, but
are not linked to an “accountâ€. In parallel, the existing account records all
have other contacts still present ok.

We are trying to automate either a way to link these 5,500 to their
respective accounts (i.e. the existing company name in the field), or to
create new accounts for them all and then "merge" so that each account has
all the right contacts. We would rather not do the latter since we may create
say, 4 new accounts for 4 new contacts and then have to de-duplicate etc.

Put simply, any way to link a large number of BCM contacts in one go would
be great.

All ideas welcome and thanks in advance for any help.

Many thanks.

 

[AnnieBrown]

Maybe export them to a csv file and then fill in the appropriate account name
in the "account" column, then import them all back in.

Just a thought.
Annie

 

[Ian]

Thanks. We'll give this a go.

Much appreciated.

Ian

 

[Luther]

Thanks. We'll give this a go.

Much appreciated.

Ian







- Show quoted text -

In most places in BCM, the Account field contains the id of the
Account and not the name.