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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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Mail merge "History Options" tab - Attached email to each Contact
Posted: 27 Jul 09 9:06 AM
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Hi all.
We have SLX LAN v7.2.1.
Whenever a user attaches an email or leaves a note, phone call etc. anything that creates a history to a contact or account it updates a custom field in the ACCOUNT table. We did this by adding some script to the "Sub Application_AfterCreateHistory(Activity, Sender)" procedure in the "Global Activity" plugin.
This works great when it's the end user, but it doesn't work when they do a mail merge and select either of the 2 History options in the second tab of the Mail Merge form:
1. Attach e-mail to each Contact
2. Add History record for each Contact
Is there another plugin that the mail merge uses that I can add our script? Or is there another way to do this?
Thank you in advance!
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