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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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Leads & Activities Development
Posted: 08 Nov 07 9:44 AM
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| I need to develop them Activity functionality for Leads. Has anyone done this here? Any tips? |
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Re: Leads & Activities Development
Posted: 08 Nov 07 5:13 PM
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I started to do something with it... BUT, It's coming in a "future" version of SalesLogix.. How soon I cannot say for obvious reasons.
So I dropped working on it. Not worth the effort.
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rjl |
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Re: Leads & Activities Development
Posted: 09 Nov 07 6:09 AM
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I am not sure when it will be released, but there has been talk about SLX adding this functionality to Leads. I never could understand the logic behind never having this. Many people have complained and I've put in my share of feature requests for it.
The answer to me was that a lead should become a contact if it gets to a point of needing to create activities, blah, blah, blah. I will contend this 'technical' decision vehemently. Unless you are able to speak with a contact you will never be able to qualify them. How many calls does it take to ever speak with a contact directly? A lot more than just one!
If you have 10,000 lead contacts and NO traceability or ability to create follow-up phone calls you are going to waste a lot of time and start duplicating efforts over time because you haven't a clue what has been done with the lead in the past and no ability to schedule calls with a lead in the future.
John G.
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Re: Leads & Activities Development
Posted: 12 Nov 07 4:11 AM
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Hi Corey,
I've done a 'hash' for this whereby PhoneCalls, Meetings, Notes, To-Do's can be scheduled in the normal way. (v7.01)
In order to achieve this, there are a few requirements:
1. A standard Account is created (in my case i've called it 'LEADS'
2. The ACCOUNTID (for the aforementioned Account) is needed in the script/s
The way it works:
When a Lead is created, either manually or from the 'Import Leads' methods, a 'dummy' contact is created (and flagged as 'Inactive') under the 'LEADS' Account, mentioned above
This then allows PhoneCalls, Meetings, Notes, To-Do's to be scheduled in the standard fashion
When the Lead is Converted, any History and/or Activities are migrated to the proper Contact that is created and the 'dummy' Contact is then deleted
As I have done this in a simple way, there are a few ommissions to bear in mind though:
An address record is not created for the 'dummy' Contact (I only wanted to be able to do PhoneCalls, Meetings etc) so literature etc cannot be mailed. This could obviously be done through further coding.
If, when the Lead is Converted, a merge occurs, I have not included functionality for this (this would not happen in our particular environment (my personal view being, if user is going to start phoning a Lead, shouldn't we check if we're not phoning somebody we already deal with?) so, being lazy(!) I haven't bothered with this coding)
There is (bizazarely enough) a Notes/History tab already under the Leads Main View so I have bastardised this to show History from the 'dummy' contact that relates to the Lead.
To sum up though:
PhoneCalls, Meetings, Notes, To-Do's are catered for in the standard way
Lead conversion keeps these history & activities and migrates them to the newly created Contact
'Dummy' Contact is then cleared down
An Activity button is shown on the Lead Main View to create standard activities for the Lead (Standard Toolbar button will not invoke as standard from the Lead View)
I'm by no means saying that this is a definitive Lead Contact Management piece but works perfectly for the standard PhoneCalls, Meetings, Notes, To-Do's
I can send a bundle and Script & Form changes upon request should you want to take a look.
Mark |
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Re: Leads & Activities Development
Posted: 13 Nov 07 5:12 AM
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| I just did a leads tab for a customer that allows them to schedule calls, meetings and to dos on the right click menu of the grid. The main toolbar buttons still do not work on a lead. It also allows them to complete the activity or delete it on a right click. Not as elegant as the solution above, but it works. I also added lead information to the edit activity view and to the activities main view so that when an activity is selected you can see the lead information and go to the lead. I could probably separate these items out in a bundle if it would help. |
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