How to identify Merged Companies in Sage CRM

By | November 18, 2013

Sage CRM provides us Merge Company features for Company entity. When Merge Company is merged, Source Company gets deleted and all of its Cases, Communication, and Opportunities are moved into the destination company.

New Stuff: Mail Merge and CRM Performance
Since the merged company gets deleted, one cannot identify Companies which are merged in Sage CRM. During Company merging, addresses of Source Company also get transferred to Destination Company. Hence we can identify them by querying Company and Address on the Sage CRM database. Here is the query.

Merged Companies in Sage CRM

SELECT DISTINCT(s.Comp_Name) [Source],s.Comp_CompanyId [Source ID],

d.Comp_Name [Destination],d.Comp_CompanyId [Destination ID]
FROM Company s
LEFT JOIN Address_link on AdLi_AddressId = s.Comp_PrimaryAddressId
LEFT JOIN Company d on d.Comp_CompanyId = AdLi_CompanyID
WHERE s.Comp_companyId <> AdLi_CompanyID

Data returned by above query is nothing but the Source and Destination companies in Sage CRM.

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