I have about 400 existing records that I need to update one contact permission on.
I was looking to see if anyone has a found a utility for the job. Can I co-opt the Migration tool? Or is using SQL my best bet?
Hey Seth - you may want to take a look at this utility? Sounds like it may be exactly what you need:
www.tessituranetwork.com/.../Manage Contact Point Purpose.htm
EDITED To add - I mis-read the question. Seth was asking about Contact Permissions, not contact point purposes, and he and I exploring custom solutions for this as part of Mount Vernon's Extended Services agreement, as there would be no standard utility for this.
Jennifer McClure can you share. We have set up our Migration but on testing it is not going to do what we thought. We have all of our restriction on Household and want to move to individual only for contact purposes. However, I would expect that what is on the household for restriction would migrate to both individuals when we switch to individual only, but that is not the case. I don't see where migrating at all is going to help us. The only solution I see is for us to use a Contact Permission management tool to manually move our restrictions from the household to the individual records in the household. Am I missing something or is this the case? I think we will need that custom solution you are talking about.
I said '...move to individual only for contact purposes" but meant to say contact permissions. We are trying to do the contact permission migration moving from household to individual but nothing will migrate from household to individual when using the migrate utility unless I am missing something.
Hi Terry,
I work with Seth regularly as part of Mount Vernon's Extended Services consulting agreement, so we are exploring custom options through that. It sounds like submitting a ticket would be a good next step for the issues/questions you're having with the standard migration utility.
Will do, thanks Jennifer.