We have about 800 accounts that have 2 names, 2 email addresses, and one login, with an N!/N2 of "both". We would like to end up with an email address on each of the individual records created during the conversion, at least for those accounts where it is obvious who the email belongs to. Does anyone know the best way to go about doing this?
We were ready to review and edit the constituent records manually prior to the conversion, but even if we change the login to N1 or N2, I think we will still end up with the other email address on the household. Has anyone come up with a solution to this? Is there a good way to move an email address from the household to an individual after the conversion?
I believe that if your email address is attached to the login, the email address will follow to whichever account the login belongs to in V11.
We wanted our logins to live on the individual account, and had a problem as many of the flags on our logins were set to "both". As the email addresses were linked, they followed the login to the household (even though the email addresses were mapped to A1/A2).
To get around this our DBA Ben Gu was able to match the email addresses (which in their email types have name 1 or name 2 descriptions eg. "N1 Primary Email") and update the login flag in V10 as applicable to N1 or N2, so they can now be mapped to the individuals as desired.
Hi there, any chance you can post or send a copy of the script? We are attempting to do the same thing, but instead of re-inventing the wheel I thought I would see if anyone out there has a script already written to compare the email addresses to the names and then if there are two emails and two names the script can compare which is more likely to match.
Your help is appreciated.
Thank you Yvonne
Hi Yvonne,
The script Ben used does not compare the constituent names to the emails as such, rather matches the email address connected to the login with the email address stored on the addresses tab (which for us has a 'type' of N1 or N2), and updates N1/N2 flag on the login to match.
If this is of use to you contact Ben Gu and I'm sure he'll be happy to pass this on to you.
Good day.
SELECT b.eaddress_no, b.customer_no, b.eaddress_type, a.login_no, a.n1n2_indFROM T_CUST_LOGIN AS a INNER JOIN T_EADDRESS AS b ON a.eaddress_no = b.eaddress_noWHERE (a.eaddress_no <> 0)ORDER BY b.customer_no
SELECT id, description, email_ind, inactiveFROM TR_EADDRESS_TYPE /*
--- RUN This after assign the right values.
UPDATE T_CUST_LOGINSET n1n2_ind = CASE WHEN b.eaddress_type = 1 ---- Come from TR_EADDRESS_TYPE table for N1 THEN 1 ---- N1 login matches eaddress_type WHEN b.eaddress_type = 2 ----- Come from TR_EADDRESS_TYPE table for N2 THEN 2 ---- N2 login matches eaddress_type END FROM T_CUST_LOGIN INNER JOIN T_EADDRESS AS b ON T_CUST_LOGIN.eaddress_no = b.eaddress_noWHERE (T_CUST_LOGIN.eaddress_no <> 0) --and (T_CUST_LOGIN.customer_no=5)
*/
Please make sure email_type matches N1/N2 indicator.
You can update one record to check out, e.g. customer_no=5
have fun.
Thank you for your time.
Ben
Thank you for responding and posting the code!