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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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Send Email
Posted: 20 Mar 08 4:22 PM
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Hello,
Does anyone know any SalesLogix function , to send an e-mail automatically without opening the Outlook?
Thanks for your help |
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Re: Send Email
Posted: 21 Mar 08 12:10 AM
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Hi Brian,
If you are trying to send the email from inside SLX, you can use the Application.BasicFunctions.QueMessage to send an email via script. |
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Re: Send Email
Posted: 21 Mar 08 8:58 AM
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I'm unfamiliar with Application.BasicFunctions.QueMessage. When I want to send emails behind the scences, I use CDO. I've copied in some bits and pieces from some code to give you an idea.
'Email constants
Const cdoSendUsingMethod = "http://schemas.microsoft.com/cdo/configuration/sendusing"
Const cdoSendUsingPort = 2
Const cdoSMTPServer = "http://schemas.microsoft.com/cdo/configuration/smtpserver"
Const cdoSMTPServerPort = "http://schemas.microsoft.com/cdo/configuration/smtpserverport"
Const cdoSMTPAuthenticate = "http://schemas.microsoft.com/cdo/configuration/smtpauthenticate"
Const cdoBasic = 1
Const cdoSendUserName = "http://schemas.microsoft.com/cdo/configuration/sendusername"
Const cdoSendPassword = "http://schemas.microsoft.com/cdo/configuration/sendpassword"
Sub something
iMsgBoxResult = MsgBox("Would you like to notify the appraiser via email?", vbYesNo, "Appraisal Notification")
If iMsgBoxResult = vbYes Then
Dim objConfig ' CDO.Configuration
Dim strToEmailAddress ' To Address
Dim strCCEmailAddress ' CC Address; for SLX User assigning appraiser
Dim strFromEmailAddress ' From Address
Dim strEmailSubject ' Email Subject
Dim strEmailBody ' Email body
' Get a handle on the config object and its fields
Set objConfig = CreateObject("CDO.Configuration")
' Set config fields we care about
objConfig.Fields.Item(cdoSendUsingMethod) = cdoSendUsingPort
objConfig.Fields.Item(cdoSMTPServer) = " objConfig.Fields.Item(cdoSMTPServerPort) = 25
objConfig.Fields.Item(cdoSMTPAuthenticate) = cdoBasic
objConfig.Fields.Item(cdoSendUserName) = ""
objConfig.Fields.Item(cdoSendPassword) = ""
objConfig.Fields.Update
strToEmailAddress = GetField("Email", "UserInfo", "Username = '" & cboAppraiser.Text & "'")
strCCEmailAddress = GetField("Email", "UserInfo", "UserID = '" & Application.BasicFunctions.CurrentUserID & "'")
strFromEmailAddress = ""
strEmailSubject = "Notification of Assignment"
strEmailBody = BuildAppraiserEmailBody
Sendmail strToEmailAddress, strCCEmailAddress, strFromEmailAddress, strEmailSubject, strEmailBody, 2, objConfig
Set objConfig = Nothing
Msgbox "Email sent to Appraiser.", vbOKOnly, "Email Notification"
End If
End sub
Function SendMail(strTo, strCC, strFrom, strSubject, strBody, msgType, objConfig)
On Error Resume Next
Dim objMail
set objMail = CreateObject("CDO.Message")
set objMail.Configuration = objConfig
objMail.To = strTo
objMail.CC = strCC
objMail.From = strFrom
objMail.Subject = strSubject
if msgType = 1 then
objMail.TextBody = strBody
end if
if msgType = 2 then
objMail.HTMLBody = strBody
end if
objMail.Send
set objConfig = Nothing
set objMail = Nothing
On Error Goto 0
End Function
Function BuildAppraiserEmailBody
Dim strAssigningUser
Dim strOpportunityIDLink
Dim strPropertyName 'Property name is opp. desc.
Dim objProducts_RS
Dim strSQL
Set objProducts_RS = objDB.GetNewRecordSet
strSQL = "SELECT Family, Name, op.ProductID, Quantity, ExtendedPrice " & _
"FROM Opportunity_Product op " & _
"INNER JOIN Product p on op.ProductID = p.ProductID " & _
"WHERE OpportunityID = '" & Application.BasicFunctions.CurrentOpportunityID & "'" & _
"ORDER BY Quantity * ExtendedPrice DESC"
objProducts_RS.Open strSQL, objDB.Connection
strAssigningUser = GetField("UserName", "UserInfo", "Userid = '" & Application.BasicFunctions.CurrentUserID & "'")
strPropertyName = GetField("Description", "Opportunity", "OpportunityID = '" & Application.BasicFunctions.CurrentOpportunityID & "'")
strOpportunityIDLink = " ">Click Here to View the Project in SalesLogix"
BuildAppraiserEmailBody = "You have assigned to the following project by " & _
strAssigningUser & ": " & _
"Appraisal Description:" & _
"
" & strPropertyName & " " & _
"Services:"
With objProducts_RS
While Not .EOF
BuildAppraiserEmailBody = BuildAppraiserEmailBody & "
" & _
.Fields("Family").Value & " - " & .Fields("Name").Value & _
"; Qty: " & .Fields("Quantity").Value & _
"; Fee: " & FormatCurrency(.Fields("ExtendedPrice").Value, 2, , True, True)
.MoveNext
Wend
End With
BuildAppraiserEmailBody = BuildAppraiserEmailBody & " Due Date:" & _
"
" & dteAppraisal.Text & " " & _
"Link to SalesLogix Opportunity:
" & _
strOpportunityIDLink & " " & _
"Troubleshooting Link Problems:" & _
"
(1) The link must be clicked on a computer with SalesLogix." & _
"
(2) If the link is not active in your email provider, ensure that the " & _
"host email account () is added to your Safe Sender's List." & _
"
(3) If your Link appears as text, you must change to the HTML version of the email. In some rare cases, your " & _
"email program may not support HTML." & _
"
(4) If an Appraiser has not received their notifications, their account may have an invalid email address " & _
"entered. Notify your SalesLogix Administrator. "
objProducts_RS.Close
Set objProducts_RS = Nothing
End Function
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Re: Send Email
Posted: 21 Mar 08 10:18 AM
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You can actually use CDONTS in SalesLogix, but it's problematic. Each machine that willl potentially send an e-mail behind the scenes must have CDONTS installed.
If you have it, the best solution for something like this would be to simply implement a knowledgesync event. Most business partners try and package knowledgesync with SalesLogix- which is why I recommend that option if possible. |
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Re: Send Email
Posted: 21 Mar 08 7:30 PM
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Originally posted by Matt Dockins
You can actually use CDONTS in SalesLogix, but it's problematic. Each machine that willl potentially send an e-mail behind the scenes must have CDONTS installed.
If you have it, the best solution for something like this would be to simply implement a knowledgesync event. Most business partners try and package knowledgesync with SalesLogix- which is why I recommend that option if possible. |
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.. and also TaskCentre.. there's a lot of partners now that have switched from KS to TaskCentre
BUT in the specific case in this thread I'd recommend QUEUEMESSAGE.... Look at the code in Ticket Detail on the Email button... This way you avoid security issues.
--
RJLedger - rjlSystems |
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Re: Send Email
Posted: 21 Mar 08 7:33 PM
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| QueMessage will pop up the outlook window though, which he's trying to avoid. I'll have to bone up on TaskCentre - any good resources out there RJ? |
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Re: Send Email
Posted: 21 Mar 08 7:50 PM
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Hi Matt.. yep.. visit my site 
--
RJLedger - rjlSystems |
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Re: Send Email
Posted: 22 Mar 08 2:13 AM
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Originally posted by Bob (RJ)Ledger
Hi Matt.. yep.. visit my site
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RJLedger - rjlSystems |
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Is there somewhere on your site that discusses TaskCentre in more detail? I can only find 6 bullet points. I'm not finding the resource you mention. |
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Re: Send Email
Posted: 22 Mar 08 8:21 PM
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On the Product(s) page if you click on what is Taskcentre you will get a diagram (pdf) that will show you architectire. At the very bottom of the page there is a small letter "a".. it's a hyperlink to an "swf" file.. more architecture info.. and it responds to "mouse-over/click". On the RHS.. click on items and it shows you more "pages". Also on the same page, click on the Orbis Software Consulting Partner logo.. takes you to the Orbis (TaskCentre) site.. and there's tons of stuff there.
I'll be adding a bit more to my site in the near future since TC v4.5 is now out....
Key things.... word merge, OLEDB connector that allows direct connection to ANY OLEDB source.. including the "provider" .. "workflow" that puts the human in the loop via an aspx page... and then there's the resilience option... sort of like "clustering".. you have a "second" TC "server" that will be there for "fail-over"... not many folks out there can do that!
--
RJLedger - rjlSystems |
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Re: Send Email
Posted: 22 Mar 08 11:25 PM
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Originally posted by Bob (RJ)Ledger
On the Product(s) page if you click on what is Taskcentre you will get a diagram (pdf) that will show you architectire. At the very bottom of the page there is a small letter "a".. it's a hyperlink to an "swf" file.. more architecture info.. and it responds to "mouse-over/click". On the RHS.. click on items and it shows you more "pages". |
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I did miss those since the links are so cleverly concealed  . Didn't think of clicking on that "a" link. I have seen those items before on the main TaskCentre site though, I just didn't know if I was missing some other resource.
The TC 4.5 stuff is pretty good. The provider support is *way* long overdue, so it is good that it is finally there.
-Ryan |
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Re: Send Email
Posted: 23 Mar 08 9:37 AM
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Yep.. things are a little "hidden"....
I've a new web site in design (same basic "theme" w/the USA flag....) and it will have a section with a lot of TaskCentre info on it... including screen shots of some really slick workflows.
Agree.. haveing the ability to just hook up to the SalesLogix provider with a few clicks.. and NO coding sure make this product stand tall!
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RJLedger - rjlSystems |
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