Account Manager and Contact Account Manager

[JBC]

Hi

I'm the new SLX admin at my work, and our system is really messy.  I'm new to SLX too, so perhaps this is a stupid question, but I haven't been able to find anything on the web or the Sage KB.

Here's the situation, I had a bunch of accounts where the Account Manager was set to one user (Mr A), and in some of the contacts for these accounts, the Contact Account Manager was also set to the same user.  I was asked to reassign the account management.  So I used the Territory Realignment tool to change the Account Manager from Mr A to Ms B.  However, I also need to change the Contact Account Manager field from Mr A to Ms B.  I can't find any way to do this, because the fields don't show up in the Replace Data Wizard.

Is Contact Account Manager a default field or custom?  Nobody here can tell me.  Am I going to have to manually change these over? 

[RJLedger]

By default, the Contact Account manger (and Opportunity Account Manager) are all the same as the Account Account Manager.

However, they can be manually overridden.

Remember, the Account Manager does not "own" the Account Record - the "Owner" does (usually a team).

You should do the realignment and then you can run the Integrity checker to set the Contact to match the account (Account Manager).

WARNING - be careful on using the IC to do this since it will realign ALL contact records Account Managers to their respective Accounts. 

Suggestion: SageU.com has a SalesLogix Admin course - you might want to take it. 

[JBC]

Thanks for the suggestion, I think I may end up having to run my own custom SQL to fix this case, but this Integrity Checker is useful.

[RJLedger]

The IC is customizable (SQL and/or VBScripting). It's one of the best kept secret tools in the SalesLogix system ;-)

[wshpuntoff]

If you are new to SalesLogix and you have remotes - you need to be careful not to do your updates using database level tools.

This means that your SQL needs to be run from Administrator, or using a tool like QueryExpress, ADO Explorer and connecting to the database via the SalesLogix OLEDB Provider

Otherwise, your changes will happen on your main database, but never be sent out to your remote users.

This can make the phone ring, and will be the beginnings of a really bad day.

ws