Combining Account Activities

We had a customer (Acme) buy another customer (Widco).  Now the sales
rep wants all the activity history information from Widco to move over
to Acme so it all shows together. Then we'll delete Widco.

Is this possible?

0
klawson
3/28/2005 7:45:57 PM
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it is possible but you need to know the data source for widco. what are they
running for a CRM tool if any?

-- 
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


<klawson@aetinc.com> wrote in message
news:1112039157.568633.45770@f14g2000cwb.googlegroups.com...
> We had a customer (Acme) buy another customer (Widco).  Now the sales
> rep wants all the activity history information from Widco to move over
> to Acme so it all shows together. Then we'll delete Widco.
>
> Is this possible?
>


0
John
3/28/2005 11:17:19 PM
I'm sorry, I don't mean we want 'their' data.  I mean I want to take
two Account records in our CRM and put them together.  Widco no longer
exists, so we want to remove the Account record.  However, since they
were bought by Acme, we want the history of Widco to show up under the
Acme Account record.

0
klawson
3/29/2005 12:49:44 PM
Hey:

Yeah, as you know, you cannot re-associate closed Activities within the GUI 
(which makes no sense). There is only one product of which I am aware, that 
that targets your need

c360 Solutions (www.c360.com) has an add-on product called "SearchPac" that 
comes with 2 wonderfully powerfull search tools. Each Searching tool comes 
with 2 bonus "Actions" menu Items: "Update Field" a bulk update tool for your 
query results, and "Merge Records" to do exactly what you need to do.

I don't want to give you a pitch for the product, but my company bought the 
product for the Merge functionality, and after we started using their custom 
searching tools, we couldn't understand how we ever did without them. Their 
"Multi-Field Search" is much like the ACT! lookup tool. It takes the most 
important Account data fields (not just Address and phone number fields, but 
accounttypecode, accountnumber, and a custom field of your choosing). Their 
"Query Manager" build relational fetchXML queries (though the results only 
display columns within the parent entity).

Anyway, look into this product. or wait for CRM 2005, which may not be 
released until 1q06...

--Dodd

"klawson@aetinc.com" wrote:

> I'm sorry, I don't mean we want 'their' data.  I mean I want to take
> two Account records in our CRM and put them together.  Widco no longer
> exists, so we want to remove the Account record.  However, since they
> were bought by Acme, we want the history of Widco to show up under the
> Acme Account record.
> 
> 
0
Utf
3/29/2005 8:41:07 PM
Dodd,
We already have c360.  I didn't realize it could do the merging though.
 I'll give it a try.

0
klawson
4/6/2005 8:07:59 PM
Reply:

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