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Someone on my team noticed today that when they are creating a case for an account, they can see 2 separate account names with the same account number. In the pic below attached, the first instance is the correct account to select as it has all of the contacts listed under it. The second listed account does not have any contacts loaded.
How to resolve this?
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Sorry Sandeep,
Have not use CozyRoc.
The code above is not updating CRM, but a temp table. Not sure what you SSIS package does exactly, but look at your CRM Destination component (if using KingswaySoft).
update dbo.z_temp_kgpcrm_account_customer
set dbo.z_temp_kgpcrm_account_customer.[Parent_Account] =
(select top 1 p.new_UniqueID
from dbo.AccountBase p
where dbo.z_temp_kgpcrm_account_customer.[Parent_Account_no] = p.accountnumber COLLATE DATABASE_DEFAULT and p.new_UniqueID IS NOT NULL
and p.new_UniqueID like '%-C' and [Relationship Type] not like 'BlueStream%')
where exists(
select '1'
from dbo.AccountBase p2
where dbo.z_temp_kgpcrm_account_customer.[Parent_Account_no] COLLATE DATABASE_DEFAULT = p2.accountnumber COLLATE DATABASE_DEFAULT
and dbo.z_temp_kgpcrm_account_customer.[Parent_Account_no] COLLATE DATABASE_DEFAULT <> dbo.z_temp_kgpcrm_account_customer.[Account Number] COLLATE DATABASE_DEFAULT
and ISNUMERIC( dbo.z_temp_kgpcrm_account_customer.[Parent_Account_no]) = 1
and p2.new_UniqueID like '%-C' and [Relationship Type] not like 'BlueStream%' ) ;
update dbo.z_temp_kgpcrm_account_customer
set [Parent_Account] = ''
, Parent_Account_no = ''
where ([Parent_Account] = [UNIQUE ID] or
[Parent_Account_no] = [Account Number] or
ISNUMERIC( dbo.z_temp_kgpcrm_account_customer.[Parent_Account_no]) <> 1 or
[Parent_Account] not in (select p.new_UniqueID
from dbo.AccountBase p
where dbo.z_temp_kgpcrm_account_customer.[Parent_Account_no] = p.accountnumber COLLATE DATABASE_DEFAULT and p.new_UniqueID IS NOT NULL
and p.new_UniqueID like '%-C' and [Relationship Type] not like 'BlueStream%'))
and
[Parent_Account_no] > ' ';
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