Merging account records

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Hi, all:



We've noticed that, when two accounts are combined, their activities history 
is not redirected to the master record, so some activities are lost (they 
remain related to the inactive record). Has anybody a suggestion about how 
to make the system behaves in a different way? (We'd like all the activities 
done for the combined record are updated so they start to point to the 
remaining record when the merging is completed).



Thanks a lot in advance.




0
Reply Andreu 6/5/2007 8:54:03 AM

Something is wrong.  Try to create two new accounts with some history 
activity and then merge.  Does this work ok?

Frank Lee, Microsoft CRM MVP
Workopia, Inc.
http://microsoft-crm.spaces.live.com
http://www.workopia.com/Links.htm

"Andreu Garcia" wrote:

> Hi, all:
> 
> 
> 
> We've noticed that, when two accounts are combined, their activities history 
> is not redirected to the master record, so some activities are lost (they 
> remain related to the inactive record). Has anybody a suggestion about how 
> to make the system behaves in a different way? (We'd like all the activities 
> done for the combined record are updated so they start to point to the 
> remaining record when the merging is completed).
> 
> 
> 
> Thanks a lot in advance.
> 
> 
> 
> 
> 
0
Reply Utf 6/5/2007 7:21:04 PM


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