Hello!
Dose anybody know existing tool for the following task: search for contacts belonging to accounts given as a list of records? I mean, let's imagine, we have list of account records with some data (name, corporate email, corporate web-site etc.) in Excel. And the task is to find all contact which are connected in some sence (ont only in the sence of records connection in database) with that accounts. The flow might be the following
- External list of Account records is imported in some object in Creatio - >
- Search for appropriate Contacts (with different search rules: fullname matching & company name matching or email domain matching etc. ) - >
- Making new static folder with found Contacts
The similar task can be formulated for Contact list as well. I can solve the task with help of SQL queries directly into database, but is there any solution for Creatio appropriate for end users?
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Dear Artem,
Could you provide us with an example of SQL query that would accomplish this goal?
We would need more specific example of this goal.
Thank you in advance!
Best regards,
Alina
Dear Alina, thanks for your responce.
Ok, lets assume, one has list of Account records (L) with the following columns
Customer name
Website
Country
City
Then sql query might be (for simple including to the folder I've added Id column only, but, of course, the list of the columns could be extended, if necessary)
SELECT C.id
FROM Contact C
INNER JOIN L
ON (L.[Customer name]=C.[Account name] --search by account's name coincidence
OR C.Email LIKE '%'+REPLACE(L.Website,'http://')
- -- search by email domain of a contact equality to web-domain of an account
- )
- AND C.Country = L.Country
- AND C.City = L.City
Condition on email domain search has to be more complex and include replacement of https, www and etc. substrings as well, I've not included them for beeing more clear
Artem Evdokimenko,
Thank you for the clarification!
You can achieve this functionality by using business processes. For example, the process can start when the Account record is created/modified, and then you read the necessary column.
You can then parse the values of these columns into a process parameter.
Then, you can read all contacts to compare the values. We recommend using a sub-process for contact for better optimization.
After the necessary comparison, you can use the "Add data" element to add a contact to a particular folder using the "ContactInFolder" object.
You can use the following folder tree for reference when configuring the business process: https://academy.creatio.com/docs/8.x/no-code-customization/category/business-process-setup
Have a great day!
Alina Yakovlieva,
Thanks for explanation, I'll try to do that as you recommended