c360 Forums / Version 3 Product Questions / Relationship Explorer / Core Productivity Pack

Version 3.0.12 of Relationship Explorer has been released

Arvind Raman — Tue, 26 Feb 2008 13:57:26 GMT

Version 3.0.12 of Relationship Explorer has been released.

Release Notes

Relationship Explorer will display multiple column names
associated with an Entity.For every Entity, Administrator can choose the attributes to be displayed in Relationship Explorer Tree.

Active versus Not Active records

pklingens — Tue, 16 Oct 2007 11:28:58 GMT

Is it possble to show/hide Not Active records in the relationship exlorer?

We have merged some accounts/contacts (we had duplicates..) and the duplicates are shown in the relationship explorer.
Would be nice if they somehow could be hidden...

Version 3.0.9 of Relationship Explorer has been released

Arvind Raman — Mon, 06 Aug 2007 22:30:37 GMT

Version 3.0.9 of Relationship Explorer has been released today. The products can be found on the regular product download page

http://www.c360.com/DownloadRegister.aspx

Release Notes

Fixed Issues

· Custom entities in the relationship tree should show the custom icon. This feature allows the user to see the custom icons for the custom entity in the Relationship Explorer tree rather than the default icon.

· Save and New option not working on editing any existing c360 relationships. This fix resolves the issue of the Save and New option, which was not working when it was clicked from the form of an existing c360 relationship.

Moving production database. Need to reinstall?

philm — Wed, 11 Jul 2007 21:30:56 GMT

I would like some advice on moving c360 sql database as part of changing our CRM infrastructure.

I have seen the article: KBA-01149 : Transitioning a Server and Changes to c360 Tools ([url]http://www.c360.com/Support/Default.aspx?tabid=23a72820577a443aac45d2bbbe95e706&linkId=2bac9bd3dbc3464d86273ab33f0efbf4&Number=KBA-01149&operation=KBDETAILS&subject=1[/url])

But this doesn't really cover moving an existing database and keeping the data. If I uninstall and reinstall, wouldn't I lose the data?

Can someone provide some specific instructions on the steps to perform these two different tasks...
Task 1. Change just the database server of c360 keeping the CRM web server the same. (Is this just connection strings in config files and if so which ones?)
Task 2. Change both the database server and the web server.

We have Core Productivity Pack, mainly just using Relationship Explorer.

Cheers,
Phil M.

Importing c360 Relationships

Murdock — Mon, 14 May 2007 12:31:21 GMT

I am currently planning a deployment of a CRM solution which involves using c360 relationship explorer for its many to many possibilities. However there is one thing which is puzzling me...

When i have finished (or even during) my data migration into this system how on earth am i going to create the thousands of relationships between entities without having to hire a small team of monkeys?

I Know that I am not the first to come up against this and I was wandering if anyone has written any code to populate the c360 table appropriately?

Thanks

Murdock

Missing More Actions button in Relationship Explorer

JoeKing — Wed, 09 May 2007 14:36:39 GMT

When we installed, there was a more actions button on the relationship explorer and I was able to add c360 relations. The button disappeared and we reinstalled and it came back. It has now disappeared again. This is happening from multiple logins and all other functionality seems valid. I would like to set up a few relationships for a run through this afternoon. Have you seen this before?

Viewing Relationship Explorer in other Areas

marko — Fri, 30 Mar 2007 14:45:51 GMT

I have some custom entities that are above the account level. Ex) Region -> Country -> Account

I would like to access the relationship explorer from these other entities rather than from just the account. Is there a way to do this?

Thanks!

Mark

Relationship Explorer - Campaign Responses not showing up

Brian Newman — Wed, 07 Mar 2007 13:25:36 GMT

On the relationship explorer, I have campaign responses checked for both display and roll-up but they are not showing up.

This is when I am on a contact record.

Relationship explorer and custom entities

elueckel — Mon, 05 Feb 2007 05:53:47 GMT

Hi,

in our CRM deployment I created a custom entity, which I would like to use together with the Relationship Explorer. I added a relation Account -> Entity, which I can define from an Account perspective.

When I am at the Custom Entity, I do not see the relationship explorer by default, so I added the coresponding part in the ISV config, which also help to make this section visible at the entity. The problem now occurs when I click on it, because then I get a nice .Net error and I can not do anything.

The error is:

Server Error in '/c360' Application.
Object reference not set to an instance of an object.

[NullReferenceException: Object reference not set to an instance of an object.]
c360.RelationshipExplorer.ExplorerView.ᜀ() +1802
c360.RelationshipExplorer.ExplorerView.ᜁ() +48
c360.RelationshipExplorer.ExplorerView.BuildContentArea() +5
c360.Toolkit.MsCrm.Pages.Area.ᜀ() +363
c360.Toolkit.MsCrm.Pages.Dialog.OnInit(EventArgs e) +27
System.Web.UI.Control.InitRecursive(Control namingContainer) +240
System.Web.UI.Page.ProcessRequestMain() +197

What did I do wrong?

Thanks for some help

Enno

Change info in view

cresch — Wed, 30 Aug 2006 12:13:48 GMT

Is there any way to control what is displayed in the explorer tree, or is it always restricted to just the primary key? We would like to be able to show a few add'l attributes directly in the tree view...

Order of the Relationships displayed in the picklist

vishnua — Fri, 23 Jun 2006 16:47:37 GMT

I would like to know if there is a way to order the relatioships that get displayed in the picklist when I try to create a new c360 relationship in the system using the Relationship Explorer.

The items do not seem to ordered alphabetically. Is the data being ordered on some other key?

Thanks

Vishnu

Rollup of entities under a c360 Relationship

vishnua — Thu, 15 Jun 2006 16:45:22 GMT

One of our client has a business requirement where they would like to rollup the entity information under a c360 relationship.

For example, I define a c360 relationship named "Decison Maker" with the Opportunity as the parent entity and the contact as the child entity. There are multiple "decision makers" for a particular opportunity in the system. So the user wants to see the items grouped by the relationship.

I have shown a diagramatic representation below

Campaign1

Contacts(3)

Decision Maker (3)

Contact name 1 , Decision Maker

Contact name 2 , Decision Maker

Contact name 3, Decision Maker

I am pretty sure that we had this feature in the previous version of Relationship explorer. Is this still possible in the new version?

Thanks

Vishnu

Turning off Viewing relationships from reverse direction

vishnua — Wed, 29 Mar 2006 12:56:56 GMT

Can the relationship explorer be configured turn off display of the relationships in the reverse direction and show only the relationships in the forward direction?

Vishnu

Error upon open of relationship explorer

joesterm — Sun, 30 Apr 2006 09:22:00 GMT

We are receiving the following error when the tool is opened:

Server error in ‘/c360’ Application.
‘Entity name’ cannot be an empty string. Parameter name: entityName

We have deleted an entity, and it was working before this was deleted. I have tried to un-install and re-install to no avail.

thanks,
Jon

Custom View of the relationship data

vishnua — Mon, 27 Mar 2006 16:41:44 GMT

We have a client requirement where the client needs a report containing all the contacts and their associated opportunities. We are using the c360 Relationship Explorer to define some of these relationships. So, in order to generate the report we need to query the relationship explorer data source.

Is there a supported way (like SDK) to query the relationship explorer data and present this data in a custom view?

Vishnu

KB articles

Jeremie Desautels — Tue, 31 Jan 2006 13:52:28 GMT

Please read the following articles to learn about the known issues and possible workarounds related to Relationship Explorer for Microsoft CRM v3: http://www.c360.com/Support/?subjectid={E5936DD7-9E2C-4BCC-A01A-A45F253779F9}&name=CRM%20v3.0%20-%20Relationship%20Explor...