How set "Home" as default mailing address PRIOR to creating a cont

[bsharp]

I realize that once I start a new contact, it's very simple to check the box
for mailing address next to the home address.

I am importing records from Microsoft Dynamics CRM, and it is hard-coded to
synch the address1 fields into whatever is marked as the mailing address. So
it's putting my client's home address into the business record.

 

[Sue Mosher [MVP]]

That's not possible without writing code to create the item and then copy
data into the individual fields. And to do that, you'd have to know exactly
how MS CRM stores its data.

 

[Karl Timmermans]

Am not familair with the detailed workings of MS Dymanics CRM in terms of
import/export. With that said, just doing a quick check re: CRM
import/export - it appears that the process(es) differ for CRM 3.0 and
CRM 4.0

This may be of interest if using CRM 4.0:
http://blogs.msdn.com/b/crm/archive/2008/01/25/data-manipulation-tool.aspx

How exactly is the "importing records from Microsoft Dynamics CRM" being
done? A direct export from CRM to Outlook or via a manual process?

Some background info re: Outlook addresses & importing

#1 - The field that controls which of the 3 primary address groups
(Business/Home/Other) is controlled by the contact item field
"SelectedMailingAddress". When creating a new contact item via
either the UI or import wizard, the first address group populated
becomes the "Selected Mailing Address"

#2 - There is no way to "manually" import to the "mailing address" fields
directly nor can you define the default Mailing Address for a given contact
item at the time of import via the Outlook import wizard (any version)

#3 - As mentioned in item #1 - the "Mailing Address" field values are
determined by the value of the "SelectedMailingAddress" field which can be
one of 4 values

0 = None
1 = Home
2 = Business
3 = Other

If the SelectedMailingAddress field contains a value of 0 then the
mailing address fields can contain a different value then is contained in
any of the other 3 address groups (Biz/Home/Other)

#4 - Once you check any address group as the default - the mailing address
fields will contain the values of the selected group.

#5 - You can uncheck the "This is the mailing address" for all three
address
groups (Biz/Home/Other) but unfortunately, the Outlook UI does not allow
editing the "Mailing Street Address" (but you can edit the mailing city,
state
etc for some reason) - ergo you can no longer create a complete separate
mailing address

Getting back to CRM 3.0 or 4.0 - would be surprised that the
SelectedMailingAddress field is being modified.

You may find ContactGenie QuickPort/DataPort of interest - both of which
deal with 4 address groups and allow you to designate the value for the
SelectedMailingAddress.

QuickPort: http://www.contactgenie.com/quickport_4_outlook.htm
DataPort: http://www.contactgenie.com/dataport_4_outlook.htm
or you can use CG Toolkit to change the designated value for
SelectedMailingAddress for all contact items
Toolkit: http://www.contactgenie.com/toolkit_4_outlook.htm

Karl

--
____________________________________________________________
Karl Timmermans - The Claxton Group
ContactGenie - QuickPort/DataPort/Exporter/Toolkit/Duplicate Contact Mgr
"Contact import/export/data management tools for Outlook '2000/2010"
http://www.contactgenie.com