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List: vtigercrm-developers
Subject: Re: [Vtigercrm-developers] Merging duplicate contacts - orphans comments
From: Prasad <prasad () vtiger ! com>
Date: 2023-07-01 18:12:54
Message-ID: CAMeS7pnf09OU+_BKnvqdZHUL3TwG1usYopoY6jJ8spWe5xSDPA () mail ! gmail ! com
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👍 - thanks for the ref.
On Thu, Jun 29, 2023 at 9:20 PM Steve Kenow <skenow@rdspos.com> wrote:
> I was going to look to see if it had already been reported since it
> appears to be fixed. I didn't see anything in the issues list, but I did
> find this - https://code.vtiger.com/vtiger/vtigercrm/-/merge_requests/799
>
> Looks like it was addressed in 7.4
>
>
> *Steve *
>
>
> On Thu, Jun 29, 2023 at 2:00 AM Prasad <prasad@vtiger.com> wrote:
>
>> Steve,
>>
>> Can you file the issue details on code.vtiger.com/vtiger/vtigercrm
>> It helps in tracking through MR
>>
>> On Thu, Jun 29, 2023 at 3:15 AM Steve Kenow <skenow@rdspos.com> wrote:
>>
>>> FWIW - merging contacts in v7.5.0 does appear to handle comments
>>> correctly. I tested by reactivating merged contacts with orphaned comments
>>> and merging them. After the merge, they didn't show up on my list of
>>> comments linked to contacts marked as deleted.
>>>
>>> I have a way to correct in v6.5.0 through some SQL queries and I'm
>>> holding off on merging any others until migrated to v7.5.0
>>>
>>> *Steve Kenow*
>>> Retail Data Systems of Minnesota
>>> End-User Services & Support Manager
>>> Direct: (952) 392-2686
>>> Office: (952) 934-4002
>>> skenow@rdspos.com
>>>
>>>
>>>
>>> Support Questions/Issues? Email rdshelp@rdspos.com (non-emergencies) or
>>> call (952) 934-4002 24/7
>>>
>>>
>>> On Mon, Jun 5, 2023 at 11:01 AM Steve Kenow <skenow@rdspos.com> wrote:
>>>
>>>> This is occurring in v6.5.0. Haven't tested in later versions.
>>>>
>>>> In the Contacts module, select Find Duplicates from the Actions list,
>>>> choose your fields and then Find Duplicates. Review the list, select
>>>> contacts to merge and Merge.
>>>>
>>>> We are set up to allow customers (contacts) to email our inbox and open
>>>> and update tickets. When they reply to a ticket, it adds their reply as a
>>>> comment. Works great.
>>>>
>>>> The problem arises when they use another email address, or we've added
>>>> them without an email address and they send an email, creating a new
>>>> contact. To keep things neat and clean, I'll merge the duplicates. The
>>>> tickets they're connected to do move to the records they're linked to. I
>>>> had an agent recently tell me all the comments disappeared from one of his
>>>> tickets. Looking into it, some of the comments were from the customer - one
>>>> I had just merged with another record. Updating the customer field to match
>>>> the remaining ID of the customer restored all the comments. They had been
>>>> showing as deleted in the ticket view.
>>>>
>>>> Anything I can do? Has this been addressed in later versions?
>>>>
>>>> *Steve Kenow*
>>>>
>>>> _______________________________________________
>>> http://www.vtiger.com/
>>
>> _______________________________________________
>> http://www.vtiger.com/
>
> _______________________________________________
> http://www.vtiger.com/
[Attachment #5 (text/html)]
<div dir="ltr"><div class="gmail_default" \
style="font-family:arial,helvetica,sans-serif">👍 - thanks for the \
ref.<br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On \
Thu, Jun 29, 2023 at 9:20 PM Steve Kenow <<a \
href="mailto:skenow@rdspos.com">skenow@rdspos.com</a>> wrote:<br></div><blockquote \
class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid \
rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div>I was going to look to see if \
it had already been reported since it appears to be fixed. I didn't see anything \
in the issues list, but I did find this - <a \
href="https://code.vtiger.com/vtiger/vtigercrm/-/merge_requests/799" \
target="_blank">https://code.vtiger.com/vtiger/vtigercrm/-/merge_requests/799</a></div><div><br></div><div>Looks \
like it was addressed in 7.4<br></div><div><br></div><div><div dir="ltr" \
class="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div \
dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div \
dir="ltr"><div><i><b>Steve \
<br></b></i></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><br></div><br><div \
class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Jun 29, 2023 at \
2:00 AM Prasad <<a href="mailto:prasad@vtiger.com" \
target="_blank">prasad@vtiger.com</a>> wrote:<br></div><blockquote \
class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid \
rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div class="gmail_default" \
style="font-family:arial,helvetica,sans-serif">Steve,</div><div class="gmail_default" \
style="font-family:arial,helvetica,sans-serif"><br></div><div class="gmail_default" \
style="font-family:arial,helvetica,sans-serif">Can you file the issue details on <a \
href="https://code.vtiger.com/vtiger/vtigercrm" \
target="_blank">code.vtiger.com/vtiger/vtigercrm</a></div><div class="gmail_default" \
style="font-family:arial,helvetica,sans-serif">It helps in tracking through \
MR</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, \
Jun 29, 2023 at 3:15 AM Steve Kenow <<a href="mailto:skenow@rdspos.com" \
target="_blank">skenow@rdspos.com</a>> wrote:<br></div><blockquote \
class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid \
rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div>FWIW - merging contacts in \
v7.5.0 does appear to handle comments correctly. I tested by reactivating merged \
contacts with orphaned comments and merging them. After the merge, they didn't \
show up on my list of comments linked to contacts marked as \
deleted.</div><div><br></div><div>I have a way to correct in v6.5.0 through some SQL \
queries and I'm holding off on merging any others until migrated to \
v7.5.0<br></div><div><br></div><div><div dir="ltr" class="gmail_signature"><div \
dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div \
dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><i><b>Steve \
Kenow</b></i><br></div><div>Retail Data Systems of Minnesota<br></div><span>End-User \
Services & Support Manager</span><br><div>Direct: (952) \
392-2686</div><div>Office: (952) 934-4002</div><div><a \
href="mailto:skenow@rdspos.com" \
target="_blank">skenow@rdspos.com</a></div><div><br><img \
src="http://rdspos.com/Portals/0/Web-RDS-Logo.jpg" width="96" \
height="39"><br><br>Support Questions/Issues? Email <a \
href="mailto:rdshelp@rdspos.com" target="_blank">rdshelp@rdspos.com</a> \
(non-emergencies) or call (952) 934-4002 \
24/7</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><br></div><br><div \
class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, Jun 5, 2023 at \
11:01 AM Steve Kenow <<a href="mailto:skenow@rdspos.com" \
target="_blank">skenow@rdspos.com</a>> wrote:<br></div><blockquote \
class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid \
rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div>This is occurring in v6.5.0. \
Haven't tested in later versions.<br></div><div><br></div><div>In the Contacts \
module, select Find Duplicates from the Actions list, choose your fields and then \
Find Duplicates. Review the list, select contacts to merge and \
Merge.</div><div><br></div><div>We are set up to allow customers (contacts) to email \
our inbox and open and update tickets. When they reply to a ticket, it adds their \
reply as a comment. Works great.</div><div><br></div><div>The problem arises when \
they use another email address, or we've added them without an email address and \
they send an email, creating a new contact. To keep things neat and clean, I'll \
merge the duplicates. The tickets they're connected to do move to the records \
they're linked to. I had an agent recently tell me all the comments disappeared \
from one of his tickets. Looking into it, some of the comments were from the customer \
- one I had just merged with another record. Updating the customer field to match the \
remaining ID of the customer restored all the comments. They had been showing as \
deleted in the ticket view.</div><div><br></div><div>Anything I can do? Has this been \
addressed in later versions?<br></div><div><br></div><div><div dir="ltr" \
class="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div \
dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div \
dir="ltr"><div><i><b>Steve \
Kenow</b></i><br></div><br></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
</blockquote></div>
_______________________________________________<br>
<a href="http://www.vtiger.com/" rel="noreferrer" \
target="_blank">http://www.vtiger.com/</a></blockquote></div> \
_______________________________________________<br> <a href="http://www.vtiger.com/" \
rel="noreferrer" target="_blank">http://www.vtiger.com/</a></blockquote></div> \
_______________________________________________<br> <a href="http://www.vtiger.com/" \
rel="noreferrer" target="_blank">http://www.vtiger.com/</a></blockquote></div>
_______________________________________________
http://www.vtiger.com/
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