Losing Notes when merging Contacts. Bug or feature?

I am having an issue with losing Notes when merging duplicate Contact 
records.  If I create a record with a duplicate already in the system, the 
de-dupe dialogue box comes up and I am asked how I want to handle it.  If I 
merge the 2 records, both of which have at least 1 Note, I lose the Note 
from the record which becomes the deactivated one.  Not only is the Note not 
merged with the active record, if you go to the deactivated record and look 
in its Notes, any Note that was there before is gone.  On the other hand, if 
I merge two Account records in the same manner, Notes are merged and 
preserved in the remaining active Account record.

Can anyone confirm that this IS or IS NOT normal behavior?  Any ideas why I 
may be getting this behavior?

Thanks for any assistance you can offer!

Andy. 

0
andys (19)
10/6/2009 6:54:04 PM
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I don't have my system in front of me, but my recollection is what you are 
seeing on Accounts is correct, ie Notes (annotation records) are moved across 
to the merged, active record.

Is it possible that you have an issue with your cascade behaviour so the 
notes a rebeing trnasferred but ownership is breaking, and this makes the 
transferred notes 'invisible' due to restrictions on the user's view / 
security role?
Just a thought.
0
AdamV (25)
10/8/2009 2:30:01 PM
Thanks Adam, that makes sense to me now.

Andy.

"AdamV" <AdamV@discussions.microsoft.com> wrote in message 
news:7D67607D-3321-497F-93B5-17EEBFA967F0@microsoft.com...
> I don't have my system in front of me, but my recollection is what you are
> seeing on Accounts is correct, ie Notes (annotation records) are moved 
> across
> to the merged, active record.
>
> Is it possible that you have an issue with your cascade behaviour so the
> notes a rebeing trnasferred but ownership is breaking, and this makes the
> transferred notes 'invisible' due to restrictions on the user's view /
> security role?
> Just a thought. 

0
andys (19)
10/23/2009 6:09:14 PM
Reply:

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