Once Contact Web Role records are created for a new contact , this same plugin automatically manages the Contact Web Role records based on changes to the ‘ Primary Contact ’ field in an account record and changes to the ‘ Member ’ bit field in a contact record .
Creating Contact Web Role records for existing contact records
In previous versions of UX Online , Contact Web Roles were created for existing contact records , typically following data conversion or import into a new CRM environment , by a Dev or IT resource who ran a series of SQL scripts on the database .
In UX 365 , this function is managed by a new UX System Job named ‘ Sync Contact Web Roles ’ that is run directly from the UX 365 User Interface in the Alliance by Protech Customization solution . This job can be run at any time , by any user who has the System Administrator security role .
This is an important change because the stored procedures in earlier versions of UX Online typically were used only for first-time initialization of roles on existing records and required scheduling with Dev or IT .
The ‘ Sync Contact Web Roles ’ improves on this functionality because it can be run at any time to synchronize the contact web role records without involving IT or Dev . As such , running this system job on a regular basis greatly improves the data integrity of the contact web role records needed by contacts for appropriate access to MX Online .
Important
This process no longer requires an IT or Dev resource . Project Managers should add running this system job to the project schedule and assign an appropriate resource for first-time initialization . Thereafter , the job can be run as needed to ensure that records remain synchronized .
Running the ‘ Sync Contact Web Roles ’ system job
There are no restrictions for running this new UX System Job other than the security role mentioned above . It can be run at any time – after final data conversion for Go Live – after importing contact records – or at any time to ensure that the requisite Contact Web Role records exist for every contact in the database .
The job will create the requisite Contact Web Role records for any existing contact record that does not have at least the two required Contact Web Roles records : Member or Non-Member and Registered Users . If one or more requisite Contact Web Role records are missing , the ‘ Sync Contact Web Roles ’ system job will create the missing Contact Web Role records for that contact .
To access ‘ Sync Contact Web Roles ’, navigate to Settings > UX Settings > Activate .
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