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Thread: Best Way To Move Accounts/Contacts/Etc From An Inactive User To Another User

  1. #1
    m2sys is offline Junior Member
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    Sep 2011
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    6

    Default Best Way To Move Accounts/Contacts/Etc From An Inactive User To Another User

    So now that I've gotten a nice new install of SugarCRM setup with our existing data, my manager wants me to try and move/attach items like Accounts/Contacts/Leads from one user (Who is inactive/terminated) to another user (Active).

    So my first thought was to do this in the database, simply by finding all references to the inactive/terminated user and replacing it with the account he wants them transferred to. I looked in the user table, found the "user_name" of both accounts and then noted the "id" for each.

    At this point would it be as simple as constructing a query that basically finds all references to the inactive/terminated user's "id" and replacing it with the active user's "id"?

    I did this for an account in a test instance of SugarCRM I have, and it does seem to update the "Assigned To" area for the account, but I'm not sure if there are other aspects that I may be overlooking that would make this the wrong way to go at it.

    I saw some other links about modules and logic_hooks, but I'm not really understanding that concept and feel more comfortable with the SQL way...thoughts/suggestions? Thanx!!!

  2. #2
    Editha is offline Sugar Community Member
    Join Date
    Feb 2008
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    58

    Default Re: Best Way To Move Accounts/Contacts/Etc From An Inactive User To Another User

    "So my first thought was to do this in the database, simply by finding all references to the inactive/terminated user and replacing it with the account he wants them transferred to"
    If you found all references, then it is ok.
    My first thought would have been, to give the new user the same id of the previous.
    I had changed the username and the password in the table users for the old id to the new username and password.

  3. #3
    m2sys is offline Junior Member
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    Sep 2011
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    Default Re: Best Way To Move Accounts/Contacts/Etc From An Inactive User To Another User

    That would have probably been easier I went ahead and just replaced the "assigned_to" fields with the other user's userid and it looks like it did the trick.

    I just didn't know if there were some chain effects that would happen and mess up the environment, but so far it looks good to go!

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