How to restore a "logically deleted" deactivated record or permanently delete this record in CRM 4.0
Posted on 2011-10-11
I've got a question about deleted CRM Records. I allready found out that there is a difference between completely deleted or just logically deleted. When it's only logically deleted I may be able to get the data I need from there.
The situation: An employee created a new record for "Customer B". In a specific field the account number is filled in. Let's say 1176D. At some point she figered out that "Customer B" is actual "Customer A" with only a new company name, but with still the same address and all other details. This "Customer A" has the account number 600D. Knowing this, she deactivated the new created "Customer B" (1176D) and the account number is still available for future use.
Then "Customer C" comes around and must be created in CRM. She creates a new record and gives this customer the next available account number witch is 1176D.
The Problem: The customer uses the CRM database to fill in certain forms in ELO. When searching for account name "Customer A", two account numbers are found (1176D and 600D). When searching for account number 1176D two entries pop up. The wrongly created "Customer B" and the correct "Customer C". Off cause by default the wrong one is the default selection. Since archiving in ELO is automated by this selection, the documents are stored under the wrong Customer Name.
Action taken: The next thing she does is deleting the deactivated record for Customer B, but that does nog solve this issue.
Now what? : The solution could be: Restoring this "deleted" record and remove the account number from the account number field, or permanently delete this "deleted" record.
I'm not to experianced in SQL but I can find my way around in it. Does anybody have an idea how to start with this?