Contacts - Companies Details Link

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Hi all,

Our sales team use outlook when out and about on the road, which adds contacts to our CRM. Unfortunately it adds them as a contact and not a company, this would normally not be an issue, however if we look for a company rather than a contact it does not have all the details that the contact will have, it is missing the address, telephone etc., normally people will search under the company name rather than the contact name as not everyone will be familiar with the contacts. Is there a way to get the address to show up in the company view?

Many thanks for your help.

Nick

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Royal King 27,686 on at

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you could train your users to use CRM outlook client with offline feature to add all company details in crm itself rather creating it has contact in outlook. this way you can resolve the problem without doing anything.

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Hi Chitra,

We could, however it is from smartphones and not tablets or laptops they are doing this, I also need to know if there is a way of retrospectively transferring the information across as I have about 400 companies that do not have any more information than just the company name as all the details is actually in the contact,

Many thanks

Nick

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Royal King 27,686 on at

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One option would be having workflow on create of contact and create company based on some condition and deleting the contact.

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Many thanks Chitra,

Is there a way of taking the address details from the contact and adding them to the company without having to do it manually?

Many thanks

Nick

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Royal King 27,686 on at

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Yes while creating a company record in workflow , add address details as well part of the create action to map from contact to company.

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Sorry, I meant retrospectively

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mscrmba on at

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As Chitra has suggested, would recommend you create a workflow. You can run an on-demand workflow across a view (e.g. list of records missing information) retrospectively / as a one-off process to fix data.

Alternatively you could create a view of accounts with no address where their primary contact contains address 1 information (the view should show shows both lots of address fields) and export for reimport. Then fix the data in bulk and reimport to enrich the current Account records.

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Hi mscrmba,

Many thanks for the input, I need to look at how to create a workflow, unfortunately we are only a small company and I have been nominated to take on CRM. So let me get this right, what I need to do is:

1). Create a workflow that copies the address information from a contact to a company

2). Run an advance search to bring up all the companies that do not have addresses but the contacts do.

3). run the above workflow to populate the blank address fields in the company.

or option 2 is

1). Run an advance search to bring up all the records where the contact has address details input but the companies do not have addresses.

2). Export these records

3). Run an advance search to bring up all the companies that do not have addresses but the contacts do.

4). Input the data back in (which should populate the empty fields.

Let me know if I've missed the point.

And thank you for all your help on this.

Regards

Nick

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mscrmba on at

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You're pretty close / doing well if you're just starting out...

Option 1. I'd start the Workflow from the Account (target) record. This does assume that you've populated the Primary Contact for each Account.

Make sure you pick up all the address fields and put them into the Address 1 fields in the Additional Fields section of the Account form: Street 1, City, Zip/Postal Code fields etc. (see above for details) (The Address 1 field should auto-populate from the other fields.)

To run the workflow:

For Option 2 (which is probably harder if you're just starting out, unless you are really used to Excel/databases) the key is to find the company/account record that is missing the data so you start there.

Create a list of Accounts (with no Account address) that have a key contact who has an address.

For that you are exporting (tick the box to reimport) a file of accounts.

Note: For both you need to generate views that filter on or display fields from a second entity. To pick up the records / fields for display:

Hope the screenshots help to clarify.

Let me know if you have any further queries.

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Thanks mscrmba, I will work through it and come back with any queries

Regards

Nick

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