Create an "Employer" Contact from a Custom Field.
In some systems, contacts do not have an Employer relation and only have a text field that represents the employer. This script will help when moving firms into platforms that allow an actual contact to be specified for the employer.
- --Create Company Contacts
- --out of all the distinct company names
- --that are in the 'Employer Name' custom field.
- INSERT INTO __M_Contacts(
- Id,
- Final_Kind,
- Final_FullName
- )
SELECT DISTINCT
- V2.Final_Value,
- 'Company',
- V2.Final_Value
- FROM
- __M_CustomField_Definitions V1,
- __M_CustomField_Values V2,
- __M_Contacts V3
- WHERE 1=1
- AND V1.Final_Subject = 'Employer Name'
- AND V1.Id = V2.Final_CustomFieldDefinition_Id
- AND V2.Final_Parent_Type = '__M_Contacts'
- AND V2.Final_Parent_Id = V3.Id
-
--Create Employer <=> Employee relationships
- --For all the values above
- INSERT INTO __M_Contacts_Related_Contacts(
- Id,
- Final_ParentContact_Id,
- Final_ParentContact_Kind,
- Final_ChildContact_Id,
- Final_ChildContact_Kind
- )
- SELECT DISTINCT
- V2.Id,
- V2.Final_Value,
- 'Employer',
- V2.Final_Parent_Id,
- 'Employee'
- FROM
- __M_CustomField_Definitions V1,
- __M_CustomField_Values V2,
- __M_Contacts V3
- WHERE 1=1
- AND V1.Final_Subject = 'Employer Name'
- AND V1.Id = V2.Final_CustomFieldDefinition_Id
- AND V2.Final_Parent_Type = '__M_Contacts'
- AND V2.Final_Parent_Id = V3.Id
Related Articles
Create a "Legacy Matter Number" Custom Field
Some firms rely heavily on Matter Numbers to search for a specific matter. Sometimes when they migrate to a new system it can't replicate the automatic numbering system from their old system so they want to renumber all their matters to a new scheme ...
Create a "Legacy Client Number" Custom Field
Some firms rely heavily on Client Numbers to search for a specific client. Sometimes when they migrate to a new system it can't replicate the automatic numbering system from their old system so they want to renumber all their matters to a new scheme ...
Custom Fields: Creating Custom Fields via Queries
Sometimes you may need to create a new custom field to handle an unmapped column in a database. The queries below will help you do that. -- This is the ID we are giving our custom field definition. DECLARE @FieldId NVARCHAR(MAX) = 'ConNo --- CUSTOM' ...
Copy a Custom Field into a Core Field
Some systems don't have certain core fields and clients often create a custom field that they use instead. The following script will let you copy values from a custom field named 'Opened' into __M_Matters.Final_Date_Opened . You can adjust this ...
Copy Calendar Entry Dates into Custom Field Values
Some systems let you create custom fields that reference a Calendar Entry. When moving custom fields into a system that does not support this, an easy workaround would be to turn these custom fields into DateTime custom fields by copying in the start ...