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Simple update of Contact status
Posted: 16 Apr 09 2:24 PM
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My requirement is simply to change the status of all contacts to "Inactive" if there have been no History updates for the contact in the last six months.
I know how to do this directly on the SQL Server tables. However, I assume doing it through this "brute force" method may harm the integrity of SalesLogix (I don't know what business rules I would be bypassing). I would like to know what API I should be using to do this. I'm assuming the "Execute SQL" tool in Administrator would be the equivalent of running the SQL Statements directly on the SQL Server (or does it enforce business rules?).
This needs to be run once a month manually. It could be something in the UI (a button or menu item) or an external EXE or script, doesn't really matter.
I'm an experienced programmer and have worked with API's of other programs (Accounting systems, etc.), I'm just not familiar with the SalesLogix API's and would like a pointer to what is most relevant to my needs.
Thanks in advance. |
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Re: Simple update of Contact status
Posted: 16 Apr 09 2:28 PM
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Just reread my requirements and actually they want it as a menu item on the UI, so looks like I need to learn how to customize the UI.
And the SalesLogix version is 7.2.2 |
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Re: Simple update of Contact status
Posted: 16 Apr 09 2:36 PM
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You could achive this by using an SQL statement as long as it can be parsed by the SalesLogix Provider.
The Execute SQL functionality within the Administrator will send the statement via the provider, so you could use it to validate your statement.
Once you have a workable SQL statement, all you would want to do is execute it against the Database via the SalesLogix OLEDB provider (you could use ADO or ADO.NET to do this). |
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Re: Simple update of Contact status
Posted: 16 Apr 09 5:33 PM
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It doesn't protect you from harming the Integrity of the database per se, but handles synchronization.
I guess that is also "integrity" as ensuring that all users get accurate data. |
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Re: Simple update of Contact status
Posted: 18 Apr 09 8:03 PM
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| Whenever you have a requirement in SLX where you think there may be business rules in place, one thing to do is to run SLX Profiler and then perform the update manually through the SLX client, watching the SQL that is issued. Analysis of this SQL will highlight any additional logic or updates and put your mind at rest. |
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