Customer has multiple primary contacts:
Customer has no primary contacts:
A - The first contact added for a customer by default is the primary, then the additional contacts added will be secondary. Even though you can choose to make the secondary contact a primary one, there should be one and only one primary contact for a customer.
So in theory, the scenario above should not have happened. The reason behind your scenario is not fully understood. It could be caused by bugs that have already been fixed. It is always a good idea to keep your Elliott program updated with the latest revision. It could be that the records were added externally without going through Elliott. It could also be caused by bugs waiting to be discovered and fixed. If you can share a scenario in which you can duplicate the above situation, please contact us.
As for how to identify the customers that have these kinds of problems, you can use the following procedures:
(1) To identify customers that have multiple primary contacts:
We suggest you use PSQL Control Center and execute the following SQL statement:
SYCONREL_REF_ID, COUNT(*) FROM SYCONREL
WHERE SYCONREL_DETAIL_FILE = 'ARCUSFIL' AND SYCONREL_PRIMARY_CT = 'Y'
GROUP BY SYCONREL_REF_ID
(2) To identify the customer that has no primary contact:
We suggest you use PSQL Control Center with the following SQL statement:
SYCONREL_REF_ID, COUNT(DISTINCT SYCONREL_PRIMARY_CT) FROM SYCONREL
WHERE SYCONREL_DETAIL_FILE = 'ARCUSFIL' AND SYCONREL_REF_ID IN
(SELECT DISTINCT SYCONREL_REF_ID FROM SYCONREL
WHERE SYCONREL_DETAIL_FILE = 'ARCUSFIL' AND SYCONREL_PRIMARY_CT = 'N')
GROUP BY SYCONREL_REF_ID;
You can fix these records by bringing up the eContact screen in the customer file maintenance or inquiry. Highlight the contact you wish to make primary, and click on the "primary" button. See sample screen below:
The you will see the highlighted contact become primary: