Sunday, November 7, 2010

Checking Occupant Integrity

A recent exchange with a customer sparked an idea for an interesting report. Theoretically any Contact File name that has a relationship of "OCCUPANT" should have the same address listed in both their Contact File record and the property that they are the occupant of. A quick way to find records that break that rule is to run the "Basic" report in the Contact File Report Screen and use an Advanced Filter like this:

CFTYPE = "OCCUPANT" AND ST_NR <> P_ST_NR
This filter just checks the street numbers listed in the Contact record and the Property record, but that should be enough. Any Contact records that show up in this list probably need a correction, either to their Relationship type or to their address.

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