Update all Contacts of an Account on change to Account

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Posted on by rmcanally65

Hi all:

Is it possible to change all (not just the Primary Contact) Contacts associated to an Account upon a change to the Account itself? I'd like to automate when addresses, etc. change; I have a on-demand Process for this, but we are finding that many times, the execution of that Process is forgotten.

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Hi Robert,

I use Quick view forms for this on the Account that shows all the applicable (address) lines I want to keep in sync between an account and it's related contacts. In addition, i have an 'alternative visit address' on the contact entity that isn't even mapped between account and contact (though you could, but only oncreate then).

Hope it's something you can work with!

Kind regards,

Robin

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We actually use the same process as Robin. It's the simplest and most effective solution, in my opinion.

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rmcanally65 on at

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Thanks, Robin:

We have a subgrid of associated Contacts, but not sure how you are pushing changes from the Account to the associated Contacts.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

I believe you can use this extension - crm2011distributewf.codeplex.com

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Is your on-demand process a background workflow? You could just trigger it on field updates on Account and write them to related Contancts. If it's not working I'd re-evaluate the WF.

Another option would be to write a plugin to run on Account Update. But a WF should do the trick.

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rmcanally65 on at

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Erik:

The on-demand workflow is working as designed (based on a saved View where Contact's Company Name = X).

I may be missing something, but I do not see what condition to assign to monitor a change to a field's value.

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Hi Robert,

In response to what I do - I dont push the actual data over, I merely show location stuff from the account contacts are assigned to on the contact form itself, because I dont need the (somewhat redundant) actual data on my contact form again.

I believe that Andrii's suggestion is what you are looking for if you want the actual data to be present on the contact form. What you want is to loop through all contacts assigned to an account and update their information that should be in synch with the account.

However:

1. Dependant on how many contacts are ususally assigned to your accounts, this workflow can impact performance.

2. It's custom code that needs testing upon every MS update, big or small.

3. Why display this type of information in a subgrid on the account form, if it's allready present on the account form itself? The columns from my 'contacts-subgrid-on-account' contain tings like email-address, phone number, job title and department, and not stuff that can be taken over from the account itself!

Hope this helps.

kind regards,

Robin

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rmcanally65 on at

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Andrii:

This looks extremely promising (and is 20156 OL compatible as well). Thanks for the suggestion.

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rmcanally65 on at

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Robin:

I looked at Andrii's suggestion and that looks promising.

As for #3: I agree, and am going to be modifying the form tonight; since Accounting and Sales Managers are the only ones allowed to modify Account addresses, I am now debating between Andrii's suggestion and just leaving it as an on-demand Process.

Thanks for the input!

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