Many Questions- Need help!!

[J9]

Ok here goes. Lets start with I did get the BCM for Dummies book and I 'm
still needing help.

I have imported over 3000 accounts and none of the street # or street name
show up in the account.
Also I'm tring to link business contacts to Acounts and again same program
on the address and the 2 are not sharing info that is the same on both. I
then go in and start changing things press save and close. reopen and the
chages are not there.

Can you re import info to the same accounts that didn't show up or that you
now want to add to all.

Can you change the look of all business contacts with out editing each one

Or do I need to delete all and start over?

Thanks to all that help!!

 

[gamer2k4]

I have imported over 3000 accounts and none of the street # or street name

show up in the account.

Which field did you map that to? If it's Address, then that might be
the source of the problem. When data is entered into a composite
field like Full Name or Address, BCM tries to parse it into small
fields, like Title and First Name. For whatever reason, this caused
us to lose the street data when we tried to import the street to the
Address field instead of the Street field. So check your mappings;
that might be the source of the problem.

Also I'm tring to link business contacts to Acounts and again same program
on the address and the 2 are not sharing info that is the same on both.  I
then go in and start changing things press save and close.  reopen and the
chages are not there.

I'm not sure why that is, but I'm pretty sure that Accounts and
Contacts don't explicitly share data. That is, they may have the same
information (such as when you create an Account from a Contact window,
or vice versa), but there's no link between them.

Can you re import info to the same accounts that didn't show up or that you
now want to add to all.

In my experience, no; I posted this question earlier but no one
responded.

Can you change the look of all business contacts with out editing each one

If you mean the layout, then the answer is "sort of". You can add or
remove user-defined fields to any of the pages, but I don't think you
can work with anything else, short of using the form editor in the
Developer tab (which I've heard is significantly less powerful than it
appears).

Or do I need to delete all and start over?

That was the approach I settled on.

 

[J9]

Thank you! So on the check your mappings;

that might be the source of the problem. Can I do that and remap with out deleting and mapping the right way and importing again?
--
J9





Which field did you map that to? If it's Address, then that might be
the source of the problem. When data is entered into a composite
field like Full Name or Address, BCM tries to parse it into small
fields, like Title and First Name. For whatever reason, this caused
us to lose the street data when we tried to import the street to the
Address field instead of the Street field. So check your mappings;
that might be the source of the problem.


I'm not sure why that is, but I'm pretty sure that Accounts and
Contacts don't explicitly share data. That is, they may have the same
information (such as when you create an Account from a Contact window,
or vice versa), but there's no link between them.


In my experience, no; I posted this question earlier but no one
responded.


If you mean the layout, then the answer is "sort of". You can add or
remove user-defined fields to any of the pages, but I don't think you
can work with anything else, short of using the form editor in the
Developer tab (which I've heard is significantly less powerful than it
appears).


That was the approach I settled on.

 

[gamer2k4]

Thank you!  So on the check your mappings; that might be the source of the
problem.  Can I do that and remap with out deleting and mapping the right
way and importing again?

Like I said, if you can, I don't know how to do it. I posted the same
question here:
http://groups.google.com/group/microsoft.public.outlook.bcm/browse_frm/thread/a473eb885e1fc9c7#
but no one replied. My guess would be that either there's not a big
enough demand/interest in update imports (most decent migration
procedures would involve enough testing to know all the fields
beforehand) to warrant such a feature being added, or there's some
external program that's able to work with the databases, or it's
already a feature in BCM and no one knows about it. Sorry I can't
offer any more help with that.

 

[J9]

Thank you!
--
J9

Like I said, if you can, I don't know how to do it. I posted the same
question here:
http://groups.google.com/group/microsoft.public.outlook.bcm/browse_frm/thread/a473eb885e1fc9c7#
but no one replied. My guess would be that either there's not a big
enough demand/interest in update imports (most decent migration
procedures would involve enough testing to know all the fields
beforehand) to warrant such a feature being added, or there's some
external program that's able to work with the databases, or it's
already a feature in BCM and no one knows about it. Sorry I can't
offer any more help with that.