After Merging Contact Records the Notes are displayed in an unexpected order, they are displayed after their update date and updated user, instead as desired for the original creation date and creating user
- It is highly recommended to perform these steps only on demo data / records as the merge cannot be simply undone.
- Having to contact records with several notes from several users and several dates
- Merging the two contact records using a merge feature of GoldMine, for example 'Merge Tagged Records'
- Review the Notes in the surviving contact
- All original Notes from the merged record were modified with the current date/time and merging user information, so that the original creator's name seems to be lost, but also that the chronological sequence of Notes is disrupted.
- The Notes from the surviving record remain unchanged
- Since GoldMine Premium Edition 8.5.x this is the intended functionality. Notes are displayed by their last updated information (date/time and user) and not as it was before solely by the Creation date/time.
- While not actively touched by the user in the above scenario, GoldMine needs to adjust the ACCOUNTNO for the Notes of the not surviving record and therefor updates the date/time and username who is performing the merge of the contact records.
- Looking at the back end data the original information about the Creation date/time and the original creator is still stored in the Notes records but GoldMine displays the records after their Update information.
- While officially not supported and it will not be sync aware, the only possibility would be to change the back end data by updating the specific records in the NOTES table.
- Please keep in mind that a full running back up prior to this attempt is absolutely recommended
- Recommended to identify the ACCOUNTNO via the dBase expression tester
1. With master rights
2. Browse to the specific contact record (making sure not to be in a field)
3. CTRL + SHIFT + D (this opens the dBase expression tester)
4. Enter Accountno >> Eval
5. Copy (which copies the accountno into the Windows clipboard >> paste for example into a txt file)
- on the MS SQL back end in the SQL Server Management Studio
1. Browse to the GoldMine database
2. Button New Query
3. Make sure that the database drop down is set to the GoldMine database, if not already set
4. Copy and paste and adjust the following queries into the query pane
Update Notes set Modifieddate = Createddate where accountno = 'accountno from result from dBase expression tester' and Rectype = 'C1'
Update Notes set Modifiedby = USERID where accountno = 'accountno from result from dBase expression tester' and Rectype = 'C1'
5. Execute the query
6. Verify the result in GoldMine (you may need to switch to a different tab and then back to Notes tab of the specific contact record)