[Vtigercrm-developers] Merging duplicate contacts - orphans comments

[Steve Kenow]

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/
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20230629/930ac7b1/attachment.html>