We want to DMT contacts into EPICOR for the sales & marketing team to use in the CRM Module. Is there a difference between contacts for CRM and contacts for customer maintenance? I noticed there are also call contacts in CRM. Are these contacts from CRM or customer contacts OR are they completely separate? Most of the contacts in Customer Maintenance are for AR,Order Entry, Purchasing, Shipping, etc. Please advise. Lastly, when I look at the tables for DMT, I only see Customer Contacts NOT specifically CRM Contacts. Please advise. Thanks Tony
Hi Tony. In DMT, you will want to search for “Person Contact” and update the records in the “PerCon” table, which holds common contact information for Shop Employee, Work Force, Buyer, Customer, Ship To, Supplier and Purchase Point contacts. After you do that, then update your Customer Contact records in the CustCnt table using references to the PerConIDs in the PerCon table.
Hi Scott, Great Info! I found the “Person Contact” in DMT under System (of all places). I queried the table PerCon to find I have about 17,000 contacts. I gather that doing the DMT to this table creates the unique PerConID. I am unsure about the 2nd part. I know the CustCnt table; and I see the PerConID is one of the fields. When you say “update customer contact records”, do you mean do a DMT or is there a way to do the update with the PerConID? Please advise. Thanks Tony
Yes, doing a DMT import to add new records to the PerCon table will create unique PerConIDs, but adding new records to the CustCnt table will also create new PerCon records with unique PerConIDs if the application doesn’t find matching PerCon records. That’s a problem that users (us included!) find they have created when they don’t realize the relationships between the tables… they end up with duplicate, or nearly duplicate, PerCon records. If you create PerCon records first, then you can simply relate/link those PerCon records to the records in the other tables, via either maintenance functions or DMT imports. You just need to link the unique PerConIDs carefully!!!
When I said “update customer contact records”, “update” was a poor choice of words. What I really meant was “add customer contact records”. Updating either Person Contact records or Customer Contact records may or may not affect the other depending upon the settings of the various “Sync” checkboxes.
If you have a test environment, then I suggest thoroughly testing your DMT imports there to ensure that you get the results that you want!