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  • Adding Emails and EmailLink records using SOAP web services.

    Adding Companies and Persons with their associated email address is a pretty easy thing to do in the SOAP web services. I have covered the adding companies with their child records in the article " Adding a Company Entity using the Web Service API ".…
  • Inserting Emails from Outside Source - Person Record Exists, No Phone/Email

    A customer of mine has their Sage CRM integrated with Sage PRO (retired ERP product in North America). The custom integration for the product creates the Person records, but has not required a Phone or Email value for the record. Therefore there’s no…
  • REST-API - Search for the connected persons of an email-address

    Hi everyone, we are developing a Test-REST-Api-App to connect Zendesk-"Users" and CRM-Persons. Zendesk Users are identified Via the E-Mail-Adress and therefore need to Search for the Person with the current Mail-Adress. We are able to identify the "email…
  • Email and Phone Data Duplicated and Not Synced For Updates Made Either By Admin or by Web Service

    There is a rabbit hole that is the CRMEmailPhoneData table and its non interaction with webservice updates to Email and Phone links tables. We had been testing cases where the EmailLink is deleted, (user deletes the email address for an entity but the…
  • Error saving EmaiLink record on 7.2 web service

    Hi, We are trying to create a record in the Email table (and of course, the EmailLink table) on a newly upgraded 7.2 (upgraded from 7.0 to 7.1SP2 to 7.2g). We identified the bug where the 'EmailLink' table does not have the 'Bord_WebServicesTable…
  • Updating emaillink

    I have a list of email addresses that were uploaded against the wrong Person records and am trying to run a query updating the emaillink ELink_RecordID column with the correct person IDs, but the query fails consistently. Any idea why the update fails…