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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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Thread: Send SLX

Andrew Grandin
Posts: 272

Send SLX Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 04 Nov 09 9:35 AM

I have created a custom opportunity tab. This tab contains a text box for Name and a text box for Email Address.

I have a button that when its clicked uses Application.BasicFunctions.QueMessage to create an email. The recipient is populated with the email address from the Tab text box for the To:.

This emal address will be independant and not linked to any account, contact or opportunity on the system.

The problem i am having is when the user clicks my button and uses Send SLX to send the email, saleslogix tries to record the email against the Notes/History of a contact with that email address, which does not exist.

Is there a way to tell SLX that, if my button is clicked to invoke the email, record the notes/history against the related opportunity?

[Reply][Quote]

Raul A. Chavez
Posts: 1300

Re: Send SLX Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 04 Nov 09 10:56 AM

No. The Send SLX functionality cannot be modfiied, and it will only work againt Contact email addresses.
You could create your custom "Send SLX" Outlook Plugin and incorporate those features. Otherwise, just train the users to Drag and Drop the email onto the correct Opportunity.

[Reply][Quote]

Todd Daskal
Posts: 31

Re: Send SLX Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 19 Jul 10 7:13 PM

Hi Andrew just curious if you found a solution to your problem? I have a similiar issuue with using the email address located at the account level and want to deploy the sendSLX feature to point to that email address. Any suggestions?

[Reply][Quote]

John Gundrum
Posts: 632

Re: Send SLX Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 19 Jul 10 7:24 PM

I'm curious. Why wouldn't you have the contact in SalesLogix and be a contact for the opportunity? Not having the contact in the system goes against the basics of having the system.

Just my .02 cents.

[Reply][Quote]

Raul A. Chavez
Posts: 1300

Re: Send SLX Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 21 Jul 10 7:09 AM

Quote:

Originally posted by Todd Daskal

Hi Andrew just curious if you found a solution to your problem? I have a similiar issuue with using the email address located at the account level and want to deploy the sendSLX feature to point to that email address. Any suggestions?

The Send SLX feature is not Customizable. It works at the contact level.

In the past I have built my own Outlook AddIns to Replace Send SLX. Now, this isn't a quick fix, but it is doable and would help you Implement the functionality that you are looking for.

[Reply][Quote]

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