On instances when a recent Mass Update conducted caused issues on contact and prospect records because the entityid no longer matches the First Name/Last Name.
Sample Record Setup:
Original Record = Aaaa Bbbb
Contact ID (entityid) = Aaaa Bbbb
Name (firstname) = Cccc Dddd
Email = cdddd@xxx.com
System Notes:
Date = mm/dd/20xx
Set Contact = Aaaa Bbbb
Set Email = abbbb@xxx.com
Change Email = Old Value: abbbb@xxx.com New Value = cdddd@xxx.com
Same scenario may happen to Prospects or Leads. To help identify records incorrectly updated, create a Saved Search that filters the result showing records with entityid not matching the firstname/lastname.
1. Edit the Contact Saved Search.
2. Criteria tab > Add Filters:
- Date Created = enter preferred date
- Formula (Numeric)
- Saved Contact Search Pop-Up Window
- Formula = CASE WHEN {entityid} not LIKE '%'||{firstname}||'%' THEN 1 ELSE 0 END
- Formula Numeric = equal to
- Value = 1
3. Results tab > Add Fields:
- Name
- First Name
- Last Name
- Add other fields
4. Save.
The search result only shows the Contacts that do not have a matching Contact ID and First Name/Last Name.
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