I have created a button in one of Saleslogix screen forms that opens up an Excel spreadsheet, from there, there are some macro's that work out some formula's and then forward the email on (to the correct department), what I would like to know is if anyone can advise on whether I can get Outlook to use Send SLX, instead of just the standard Send function. (This allows email threads to then be recorded in Saleslogix).

My current macro works very well (I have shown the VB below), I just want the .send to activate the send slx, but I don't know what the code is for it.

Can anyone help?

Public Sub Sales()

Range("F22").Value = Now()

Filename = InputBox("Please Enter Customer Name and Reference")

ActiveWorkbook.SaveAs Filename:="\\***.***.*.*\***\" & Filename

'ThisWorkbook.SaveAs (Environ("userprofile") & Application.PathSeparator & "Desktop" & Application.PathSeparator & FileName)'

Dim myOutlook As Object

Dim myMailItem As Object

Set otlApp = CreateObject("Outlook.Application")

Set otlNewMail = otlApp.CreateItem(olMailItem)

fname = ActiveWorkbook.Path & "\" & ActiveWorkbook.Name

With otlNewMail

.To = "****@*****.com"

.Subject = "***" & Filename

.Body = "Please find attached ***" & Filename

.Attachments.Add fname

.Send

End With

Set otlNewMail = Nothing

Set otlApp = Nothing

Set otlAttach = Nothing

Set otlMess = Nothing

Set otlNSpace = Nothing

End Sub

Thanks

Heather

Here are a few things you can experiment with

1. Get the debugger going from Excel and see if you can find the Add In for SalesLogix in Outlook.

2. If you can, then poke around until you can find the method to invoke it.

Plan B

3. Stop your code before the email send, and look to see if Send SLX is in your outlook message window

4. If it is, then you may want to consider just commenting out your code for the send, and setting focus to the message body in case the user wants to add anything to the automated email & then have them send slx from there.

Plan C

5. Write the history and attachment records via code.

Walter,

Thanks for the advice, used the debugger as suggested, found the code and it works great.

I don't suppose you would have any hints as to how I get it to use Send SLX whilst dumping the attachment into Saleslogix too?

It records the email in Notes/History under the contact, but doesn't record the attachment?

I know it's probably an unusual request but I am trying to improve traceability within my system.

Thanks

Since SendSLX normally handles attachments for you, i would go back to the debugger and look at the add in to see if there is some additional functionality you might have missed.

ws

Hi Heather,

Would you be willing to share the code you uncovered for the SendSLX function.  I seem to be working on a similar project and would love to not have to reinvent the wheel with this one.

Thank you for your consideration.

Alex

Hi Alex,

I am happy to share with you, what I have at the moment. I have an excel form, that our users complete, then they press a button at the bottom of the form, once completed, that holds the following macro.

I spent a lot of time on this, and it has built in error checking for empty fields, and also saves a copy of the file you intend to email, to a specified location. 

All this works really well, the only thing I have not successfully managed to do, is to add the attachment into Saleslogix. I'm not sure how good you are at debugging etc, but if you manage to find the 'tweek' that allows to send using Saleslogix rather than the standard Outlook Send, I would appreciate your feedback!

FYI : I did try various alterations of the final part of the macro, I believe the .Send needs to be something else, I tried the obvious .SendSLX etc, but couldn't get any joy with that. (I am, however, running Saleslogix 6.1 here).

Public Sub xyz()

Dim toAddress

toAddress = Range("c41").Value

If Range("d21").Value = "" Then

MsgBox "Error:  'Requested by' box is not completed."

End

Else

End If

MsgBox "Running:  Sending to " & toAddress

Range("F21").Value = Now()

Filename = InputBox("Please Enter Customer Name and Reference")

ActiveWorkbook.SaveAs Filename:="\\IP of Server\and path\" & "RFQ_" & Filename   ****This is for saving a copy of the file you are emailing to a folder****

'ThisWorkbook.SaveAs (Environ("userprofile") & Application.PathSeparator & "Desktop" & Application.PathSeparator & "RFQ_" & FileName)'

Dim myOutlook As Object

Dim myMailItem As Object

Set otlApp = CreateObject("Outlook.Application")

Set otlNewMail = otlApp.CreateItem(olMailItem)

fname = ActiveWorkbook.Path & "\" & ActiveWorkbook.Name

With otlNewMail

.To = toAddress

.Subject = "RFQ " & Filename

.Body = "Please find attached RFQ" & Filename

.Attachments.Add fname

.Send

End With

Set otlNewMail = Nothing

Set otlApp = Nothing

Set otlAttach = Nothing

Set otlMess = Nothing

Set otlNSpace = Nothing

End Sub