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Thread: Move accounts and contacts from one sales person to another

  1. #1
    indyracer is offline Junior Member
    Join Date
    Jul 2010
    Posts
    2

    Default Move accounts and contacts from one sales person to another

    Hello,

    We had a new sales person come on board and they are taking over accounts that another account manager had. I guess the old admin for the company would run a query to move the sugar accounts and contacts assigned to one user to another user. I have found text files this person made when he did this, but I don't know where to perform this so I can do it. Here is an example of one of the text files.

    __________________________________________________ _____________________________
    update project
    set assigned_user_id = 'd4ae5666-c5dc-293c-3bd8-4a9d43f207c1'
    where assigned_user_id = 'e7cc2abf-6c46-93a2-0318-4a2d4938380a'

    update accounts
    set assigned_user_id = 'd4ae5666-c5dc-293c-3bd8-4a9d43f207c1'
    where assigned_user_id = 'e7cc2abf-6c46-93a2-0318-4a2d4938380a'

    update contacts
    set assigned_user_id = 'd4ae5666-c5dc-293c-3bd8-4a9d43f207c1'
    where assigned_user_id = 'e7cc2abf-6c46-93a2-0318-4a2d4938380a'

    update calls
    set assigned_user_id = 'd4ae5666-c5dc-293c-3bd8-4a9d43f207c1'
    where assigned_user_id = 'e7cc2abf-6c46-93a2-0318-4a2d4938380a'

    update leads
    set assigned_user_id = 'd4ae5666-c5dc-293c-3bd8-4a9d43f207c1'
    where assigned_user_id = 'e7cc2abf-6c46-93a2-0318-4a2d4938380a'

    update prospects
    set assigned_user_id = 'd4ae5666-c5dc-293c-3bd8-4a9d43f207c1'
    where assigned_user_id = 'e7cc2abf-6c46-93a2-0318-4a2d4938380a'

    update address_book
    set assigned_user_id = 'd4ae5666-c5dc-293c-3bd8-4a9d43f207c1'
    where assigned_user_id = 'e7cc2abf-6c46-93a2-0318-4a2d4938380a'

    update cases
    set assigned_user_id = 'd4ae5666-c5dc-293c-3bd8-4a9d43f207c1'
    where assigned_user_id = 'e7cc2abf-6c46-93a2-0318-4a2d4938380a'
    __________________________________________________ __________________________________

    I don't know a lot about MySQL, so if someone could point me in the right direction to accomplish this task I would much appreciate it.

    Thanks,
    Tony

  2. #2
    robertbmirth is offline Sugar Community Member
    Join Date
    Jun 2010
    Location
    Irvine, CA
    Posts
    345

    Default Re: Move accounts and contacts from one sales person to another

    If you don't know much about mysql then its probably best to just manually make the adjustments in sugar by modifying all the records. If your sugar is set up properly you can do this through a search and then a mass update.

    The script itself was run directly against the database, so if you wanted to do the mysql you'd have to get a mysql client that connects directly to the database.
    Robert Beckman
    Software Engineer
    Mirth Corporation

  3. #3
    kinshibuya's Avatar
    kinshibuya is offline A Sugar Hero
    Join Date
    Jul 2008
    Location
    brasil
    Posts
    521

    Default Re: Move accounts and contacts from one sales person to another

    Hi there,

    if u decide to do this manually youo dont need to go into each record, you can do this by mass update.
    Priscila Kin Yamamoto Joranhezon
    Phone: +55 61 32010000
    priscila.joranhezon@nct.com.br
    NCT Informática Ltda

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