During the merge process, the following fields are updated to the value of the Retain ID if they contain the value of any ID from the IDs to Merge list.
|
Table |
Field(s) Updated |
|
Cert_Register |
STUDENT_ID, BT_ID |
|
Comment_Log |
ID |
|
Comment_Types |
ID |
|
Invoice |
BT_ID, ST_ID |
|
Invoice_Lines |
ST_ID |
|
Meet_Hotel |
ID |
|
Meet_Master |
CONTACT_ID |
|
Name |
CO_ID, BT_ID |
|
Name_Fin |
BT_ID |
|
Name_FR |
SOLICITOR_ID |
|
Name_Log |
ID |
|
Orders |
BT_ID, ST_ID, CO_ID (Non-meeting orders only) |
|
Ref_Client |
CLIENT_ID |
|
Ref_Provider |
PROVIDER_ID |
|
Referral |
CLIENT_ID, PROVIDER_ID |
|
Relationship |
ID, TARGET_ID |
|
Trans |
BT_ID, ST_ID, SOLICITOR_ID |
|
User-defined tables |
ID (If the Multiple Instances Allowed option for the table is enabled ) |
If the following fields contain the values of any of the IDs in the IDs to Merge list, they are also updated to the value of the Retain ID, but only if a record with the Retain ID value does not already exist.
|
Table |
Field Updated |
|
Name_FR |
ID |
|
Name_Picture |
ID |
|
Name_Note |
ID (if a note record with the same Name_Note.PURPOSE does not exist for the Retain ID) |
|
Name_Staff |
ID |
|
Subscriptions |
ID (If a subscription with the same PRODUCT_CODE does not exist for the Retain ID) |
|
User-defined tables |
ID (If the Multiple Instances Allowed option for the table is disabled and the Always Create option is not enabled) Note: If the Always Create option for a user-defined table is enabled, the table will never be merged. |
Merging records with open meeting records
When a Merge ID has open meeting records, records linked to the Merge ID in the Order_Badge and Orders tables may or may not be updated to the Retain ID, depending on whether the Disable Auto Flow Down of company address Information option is enabled (from Customers, select Set up module > General, and click Advanced). If the Disable Auto Flow Down of company address information option is enabled, these records are not updated to the Retain ID.
If the Update open meetings addresses with address changes option is enabled (from Customers, select Set up module > General, and click Advanced), the following fields in the Orders table are updated when SOURCE_SYSTEM=MEETING and ST_ID or CO_ID are being merged:
PREFIX
FIRST_NAME
MIDDLE_NAME
LAST_NAME
SUFFIX
DESIGNATION
INFORMAL
TITLE
COMPANY
ADDRESS_1
ADDRESS_2
CITY
STATE_PROVINCE
ZIP
BAR_CODE
COUNTRY
FULL_NAME
FULL_ADDRESS
CO_ID
ST_ID
COMPANY_SORT
DPB
CRRT
PHONE
FAX
LAST_FIRST
In addition, the following fields in the Order_Badge table are updated:
PREFIX FIRST_NAME
MIDDLE_NAME
LAST_NAME
SUFFIX DESIGNATION
INFORMAL
TITLE
COMPANY
ADDRESS_1
ADDRESS_2
CITY
STATE_PROVINCE
ZIP
BAR_CODE
COUNTRY
FULL_NAME
FULL_ADDRESS
If the Update open meetings addresses with address changes option is disabled (from Customers, select Set up module > General and click Advanced), none of these fields other than ST_ID and CO_ID in the Order_Badge and Orders tables are updated during a merge.
After the Merge IDs’ records have been copied to the Retain ID and the addresses have been updated as selected on the Action tab, the Merge IDs’ records are deleted from the following tables:
Name
Name_Address
Name_Fin
Name_FR
Name_Indexes
Name_Picture
Name_Security
Name_Security_Groups
Name_Staff