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Need an automated date reminder
Posted: 07 Sep 06 12:20 PM
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fiogf49gjkf0d Hello I am new to this forum and I hope someone out there can lead me in the right direction. I have created a new module in the Sales Client v6.2 for our maintenance department so they can tracking their test equipment. All the equipment has specific calibration dates and I would like to send out an email to the owner as reminder two weeks before it is due. Everyone access SalesLogix on a terminal server and does not log into email on that server. So what I am looking for a method for monitoring the dates in my test equipment table and then be able to send out an email preferably. I am also open to a pop up when the user logs on. I appreciate any suggestions. |
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Re: Need an automated date reminder
Posted: 07 Sep 06 12:58 PM
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fiogf49gjkf0d Sounds like you need an "alert" system of some sort. Many SLX customers use KnowledgeSync. My company currently doesn't use it so we created groups.
We sell particular pieces of hardware that we want to track specifics on. So I created a Product MainView for our products. This allows us to create groups depending on certain criteria. In this case you could do something similar and group the equipment, by date and by owner. It still requires them to manually check the list but you can make that the default view for those individual workers so it's the first thing they see when they sign on. You may even be able to script a popup (as you suggested) to alert of any 'over due' items.
Marc |
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Re: Need an automated date reminder
Posted: 07 Sep 06 1:13 PM
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fiogf49gjkf0d Marc:
I think your right, I do need Knowledge Sync. I was hoping there was another way of setting scheduled alerts or send emails.
Thanks,
Greg |
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Re: Need an automated date reminder
Posted: 08 Sep 06 11:20 AM
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fiogf49gjkf0d KnowledgeSync is only one of those ways to send out alerts for SLX, but there are also many other options.
- One way is to use SQL Notification Services. You already own a license to that if you're on MSSQL. It is a great tool for data triggered notifcations.
- Another option is to add triggers on tables that use standard SQL sendmail.
- SQL Reporting Servcies is a great tool for this as well (which again, you already own if you're on MS SQL). You can easily build a report to show the information you want, then schedule it so it is automatically sent out on a pre-defined schedule OR based on changes in the database (when some condition in the data is met it can send out to anyone subscribed to it automatically)
- A custom app could also be used to just scan the appropriate tables on some interval and send out whatever notications are needed. Using a .NET language this would be a breeze to throw together.
- And, as mentioned before, there is also KnowledgeSync. A great tool for this, but not free. Personally, I like to just use the great tools I already own (ie: SQL Notication Services, Reporting Services, etc - see above) than to buy another tool that isn't quite as complete as the other ones I own already anyway
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Re: Need an automated date reminder
Posted: 08 Sep 06 12:20 PM
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fiogf49gjkf0d Ryan;
Thank you, those are some excellent avenues for me to go off and pursue. I had considered a .Net application but wanted to make sure that I hadn't missed something obvious in SalesLogix. I never thought of looking into the tools that are available in SQL Server since I don't do much with it besides making backups and runing manual queries. Again Thank you and I may have more question for you once I get started! |
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Re: Need an automated date reminder
Posted: 15 Sep 06 4:02 AM
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fiogf49gjkf0d Greg,
We use KnowledgeSync with great success. When you purchase the product it comes with about 50 SalesLogix triggers that you can use straight away or modify to suit. It also gave us some great idea on other area's that the users where interested in. You can download a trial copy from their website. http://www.vineyardsoft.com/
Jason |
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Re: Need an automated date reminder
Posted: 15 Sep 06 8:10 AM
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fiogf49gjkf0d As usual Ryan you are the guru. I wasn't even aware of these tools. And now I switching to a company using Oracle as their database. Go figure. They already have KnowledgeSync though.  |
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