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Re: Linking external contacts to SLX contacts
Posted: 26 Jul 06 10:28 PM
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fiogf49gjkf0d how can you the event reg system inside slx ? dont you need a slx login to get to that page?I wud use the leadimport switch on the url to point to my event registration page which uses a separate main table in slx to store registration in web.
display that registration info on main template and have a detail screen for that.In that detail screen , have a button which would associate that regid with an existing/new contact in the system.BTW how are you managing slx security in this db? in other words what about the accounts? |
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Re: Linking external contacts to SLX contacts
Posted: 27 Jul 06 1:59 AM
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fiogf49gjkf0d Recap:
1. Enter registration data directly in SalesLogix when folks call, fax, or email. This will be built within the the fat client.
2. Enter registration data when a contact enters data in a web site.
Hopefully I have not misunderstood your requirements. Now for the questions:
1. Where does the web site reside?
2. Can you modify the web site code?
3. Can you use email address as a unique identifier for each contact?
Timmus |
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Re: Linking external contacts to SLX contacts
Posted: 27 Jul 06 8:56 AM
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fiogf49gjkf0d You got it Timmus. The website resides on our corporate web site maintained by Marketing. Yes I can mod the code. I can use the email address where the Contact exists and the info is up to date but I have noticed in the past that most of these (60%+/-) are not yet contacts. But Marketing wants them to become contacts and a history of when they attended any events, seminars, training, etc. Short answer is Yes, the email address would most likely be the most direct route.
At present they do a last name lookup. If not found they open the account and add the contact then the key parts of the event info.
The reg form has the basics, fname, lname, title, email, phone, fax, address and then they fill out all of the events the want. |
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Re: Linking external contacts to SLX contacts
Posted: 27 Jul 06 9:03 AM
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fiogf49gjkf0d Nandu, the web page form is not within SLX. It is on our website. Part one I will place a 'register' button on the Contact Detail form. The SLX User will open/create the contact info in SLX then click the Register btn and register the caller for the event. Part 2 and I posting about is a question on how best to take the registrations stored in a non SLX sql database from the web form and link then to contacts inside of SLX. I do not intend on the internet user (customer) doing anything complicated. Just fill out the form and click submit. Our Events Coord. will once a day or so LINK these new registrations to existing contacts or create the contact and link them. Then a process will import the data into SLX via this association. Am I clearer now in my intent?
What brought about this request is that the person doing this the past xx years is leaving. When her manager found out all the double and triple duty work she was doing she made the request for several new projects to simplify things. |
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Re: Linking external contacts to SLX contacts
Posted: 30 Jul 06 11:51 AM
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fiogf49gjkf0d OK.
Change the website code to point against slx tables and look for contacts with the same email address, if there is a contact , add the registration information against that contact in slx from the webpage.
if not found, then create a slx contact/account and put the registration data agsint that contact.I beleive the Event data is housed in some other db other than slx..Create a new group in slx to display these contacts who have a new registration request which has not been approved yet..
If you need to have an Event planner approve those requests, then browse the group thru slx client and approve the request.
Also you can have external tables referenced in slx which are not defined in the architect(there are some examples in this site itself on how to reference ext tables)
And where are the event detail info stored? in slx or in external db?Many of the times i have seen these situations, i end up getting all info to one place and then aligning all systems to look for info at that one place..
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