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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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Account: Change Regional Manager of all Contacts
Posted: 30 Jun 09 3:14 AM
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Hi,
If you change the Account Manager of an account SLX (7.5) asks, if you want to change the AM of all account contacts as well.
I would like to have the same feature for the Regional Manger - is there a way to call this function? How does this work / where is it coded?
Of course I could easily script this, but I am just curious how this works in SLX. I cant find a function, an event, nothing which handles this one. And the Regional Manager lookup does not seems to be special?!
Thanks  |
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Re: Account: Change Regional Manager of all Contacts
Posted: 01 Jul 09 10:42 AM
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| I assume this is for LAN and not using the 7.5 entity model. I think that code must be in the application as I have never been able to find it either. IN order to do what you want we have always had to script it. |
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Re: Account: Change Regional Manager of all Contacts
Posted: 01 Jul 09 11:48 AM
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I agree with Kris.
The code on the LAN client is embeded on the Application, so you won't find it on a Script.
Never the less, the flow is very simple:
- Are there any Contacts under this Account that have a Manager different than the Target Manager?
- If Yes, Prompt the User if he/she wants to update them.
And,
- Are there any Opportunities under this Account that have a Manager different than the Target Manager?
- If Yes, Prompt the User if he/she wants to update them.
If the user chooses yes on either prompt, then you just update the records. |
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