This query is based on which field you are using to determine if the contact is duplicate or not. Here is an example of contact duplicates search result via SQL-query by contact name:
Since emails may contain personal data its access rights are set up in different way. First of all the [Email] detail is not displayed for contacts who have the “Employee” value specified in the [Type] field. For all other contacts user can see emails if he has access to the mailbox and this can be set up in mailbox settings: http://prntscr.com/o2d47j
Can someone please let me where in the CRM are all the attachments stored in the database?
So say if I attach a file in the Attachment and Notes tab in the Contacts section, I know that the Attachments detail is called Contact's Detail but which object holds those attachments in the database?
Thanks for the response Dmytro. I am trying to copy the attachments from section A to section B. I have used "Add Data" element inside a BP to copy the data from A to B. The BP runs without any issue but when I try to open the same attachment from section B its throwing below error.
When I queried the object the attachments(both the sections) , it just shows the data type(System.Byte[]).
It looks like you cannot use "Add record" and "Read record" in this case because they cannot work with the "Data" type. You really need to use a script-task to read and add file:
var ESQ = new EntitySchemaQuery(manager, AccountFile);
ESQ .AddColumn("Name");
ESQ .AddColumn("Data");
ESQ .AddColumn("Type");
var dataQueryResult = ESQ.GetEntityCollection(userConnection);
foreach(Entity file in dataQueryResult) {
var fileName = file.GetTypedColumnValue<string>("Name");
var fileType = file.GetTypedColumnValue<Guid>("TypeId");
var fileData = file.GetBytesValue("Data");
var fileEntity = new ContactFile(userConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("CintactId", contact.Id);
fileEntity.SetColumnValue("TypeId", fileType);
fileEntity.SetColumnValue("Name", fileName);
fileEntity.SetColumnValue("Data", fileData);
fileEntity.Save();
}
I was able achieve it using the "Add data" itself. I missed to update/add the attachment type. After I added it I am able to open the attachment. Thanks for your input.
All contact emails are stored in the object Contact communication object, so in order to check if such record exists you need to count records with the email (http://prntscr.com/nu09fv). If the calculated number is 0 you can add email to Contact using Add data element adding the Contact communication option (http://prntscr.com/nu0btq)
This notification indicates that the process of duplicates search is finished, but there are two possible results: duplicates are found or duplicates are not found. To find out if duplicates were found you can go to "Setup duplicates rules" section of system designer and in "Actions" drop-down choose "Show duplicate contacts/accounts". This action will open the list of duplicated contacts or accounts. Or you can click on "Actions" in accounts or contacts section and click on "Show duplicate accounts/contacts" and it should return the list of duplicates.
This error can be received if there are some issues with duplicates search functionality like incorrect procedure (or errors in it) that is executed when the search is started. It is difficult to say without access to the application in which the issue can be reproduced. Please email us at support@bpmonline.com and provide us with access to the application and we will check it.
I am trying to get the details of leads from clickfunnels to google sheets and then using a zap to get them into the instance which are only coming in as contacts. But I want those details to enter the CRM as leads and not as contacts and accounts.
Is there a way to get the Leads into the instance? I can only see option for Contacts and Accounts in Zapier.
I created my own Webhook for this purpose and have Zapier call my webhook to pass the data, then I use OData in the webhook to create the lead in bpm'online. The webhook I created was very simple, it's basically just receiving the data from Zapier as fields in the form body from a POST - there really isn't much to a webhook, but you do need a place to host it.
I'd prefer not to do this, I would love to have the official Zapier tasks for bpm'online allow for more entity types.
I am pretty sure you could accomplish the same using a landing page and have Zapier call the endpoint for the landing page and you'd modify the payload in Zapier to match the field names of the landing page. I believe this should be possible, but I have not tried it yet.
I am trying to import the relationships via an excel file and have followed all the steps in making the file ready and matching the required data types etc.
The file is getting imported and I get a notification that my file has been imported but I can not see the relationships popping up under those accounts and contacts.
Could someone help me debug this or let me know if I am doing something wrong.
In order to import relations you need to populate the RelationTypeId, ReverseRelationTypeId, Active, AccountAId(ContactAId) and AccountBId(ContactBId) columns. Please note, that you need to fill in the columns with the precise names in order for these relations to be connected to the existing records. Else, the duplicates might be created.
