Add New Contact to Multiple Customers

Kinetic ERP
1

Looking to see if anyone has had to add a contact to multiple customers? We have about 300 customers we need to add the Same contact and Phone Number.

Concerned using DMT while maintaining the contact ID’s, so might need another option?

2

DMT or write something to use the API. But DMT is going to be the easiest and quickest.

3

Make sure you understand how the PerCon table works. To add the same contact to multiple customers you reference a unique PerConID. Also critical to make sure your users understand this and processes are in place to avoid creating duplicates.

3 Likes
4

My concern is a DMT will not automatically grab new ID numbers. Will we have to manually add those?

5

I’ve never actually DMT’d CustCnt records, but have done a lot of BPMs/Functions with them…

There are sort of two paths to create CustCnt records thru code or thru the UI:

  1. New button (calls CustCnt.GetNewCustCnt) → search for an existing PerCon and select it (calls CustCnt.GetPerConData). This will pull in the data fields linked to PerCon. → enter/edit other fields on CustCnt → Click Save (calls CustCnt.Update). You’ve created a new CustCnt referencing an existing PerCon.

  2. New button (calls CustCnt.GetNewCustCnt) → enter data fields → Click Save (calls CustCnt.Update). You’ve created a new CustCnt and created a new PerConID at the same time (you’ll see a new PerConID pop into the CustCnt dataset).

For DMT, I would guess the difference between 1 and 2 is referencing an actual PerConID vs leaving the field = 0 to create a new PerConID. Also be careful that if you are referencing an existing PerConID that you don’t incorrectly override linked fields like email and phone numbers. Definitely test thoroughly!