3 Replies Latest reply: Aug 1, 2013 4:13 AM by Liam Dilley

Updating Customer Relationships via Webform/API

Jason Rankmore Jul 31, 2013 6:53 PM

Hi all,

Just throwing it out there to see if anyone has any info on the following:

I am building a Customer Management System for a site which utilises the BC CRM API to allow central "Management Users" the ability to edit other CRM Customers within the site and am having some trouble with the Customer/Company Relationships area when dealing with multiple relationships.

When new company/relationship are added to an existing Customer's CRM record (using either a webform or the CRM API) the Company itself will be created and attached as a relationship correctly however it will not be recognized as the Customer's main "Company" (i.e. the data that is output when using {module_company}), rather it is appending the relationship to the bottom of the list.

Has anyone else faced anything similar to this situation and found a way to recognize the new Company/Relationship as the Customer's {module_company} data?

1. Re: Updating Customer Relationships via Webform/API

Liam Dilley Jul 31, 2013 10:06 PM (in response to Jason Rankmore)

Not really Jason,
End up making custom CRM fields to show they belong to a company rather then trying to use the relationship aspect.
That aspect of the CRM needs a boost to be quite honest to cover your issue and also allow things like A company has access to a secure zone and all people under that share that access. OR if a company has catalog discounts, all the staff share that discount etc.
Relationship is as basic as it can be in BC.
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2. Re: Updating Customer Relationships via Webform/API

Jason Rankmore Jul 31, 2013 10:13 PM (in response to Liam Dilley)

Cheers Liam,

For simplicity I was trying to use the base BC functionality to achieve the task but it looks like a custom CRM field will have to do!
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3. Re: Updating Customer Relationships via Webform/API

Liam Dilley Aug 1, 2013 4:13 AM (in response to Jason Rankmore)

Yeah, it is what I end up doing. Actually got some nice things from using them considering though.
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Updating Customer Relationships via Webform/API

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