[Vtigercrm-developers] Merging duplicate contacts - orphans comments

[Prasad]

👍 - thanks for the ref.

On Thu, Jun 29, 2023 at 9:20 PM Steve Kenow <skenow at 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 at 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 at 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 at rdspos.com
>>>
>>>
>>>
>>> Support Questions/Issues? Email rdshelp at rdspos.com (non-emergencies) or
>>> call (952) 934-4002 24/7
>>>
>>>
>>> On Mon, Jun 5, 2023 at 11:01 AM Steve Kenow <skenow at 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/
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20230701/c5f2ce52/attachment.html>