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Forum to discuss general administration topics for SalesLogix (including LAN & remote topics). View the code of conduct for posting guidelines.
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Copy accounts
Posted: 29 Jan 09 2:27 PM
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Good afternoon! Can anyone tell me if it is possible in Saleslogix to copy an account? I notice that when I go to the Edit menu that the copy feature is grayed out.
Thanks,
Renee |
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Re: Copy accounts
Posted: 30 Jan 09 3:30 AM
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| The copy (in relation to edit) is more to do with cut/paste. Currently, you cannot copy an account. Several partners have done this already - but there are several issues (just the account, its contacts, its attachments, its address or just a shell account name) - so, fairly easy to do. |
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Re: Copy accounts
Posted: 30 Jan 09 7:19 AM
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I'm sorry, but are you saying it can be done or that there are too many issues to bother with it.
Thanks,
Renee |
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Re: Copy accounts
Posted: 30 Jan 09 7:22 AM
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| No, it can be done very easily - provided you know the fallbacks and just want a "copy" of the company (the name, address, status etc) would be very easy to do. |
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Re: Copy accounts
Posted: 30 Jan 09 7:44 AM
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Ye, I would like to be able to just copy the basic account information. What is happening right now is that we have one account that has several hundred associated accounts and is constantly growing. The customer service person is going into Saleslogix and just adding 10 new shell accounts and then reentering some custom data that is the same for each account. They would like to create the shell accounts and not have to retype the same data over and over.
Can you explain how I would go about this? Is it just a matter of adding a button on the form and adding some select and insert statements into the tables? I think what I would have to do is when they click on the copy button a new form would pop up where they could enter the new account name and address and then when they click another button it will go out to the original accounts information and copy(insert) the data into the new accounts records in the different tables. Does that make sense?
Thanks,
Renee |
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Re: Copy accounts
Posted: 30 Jan 09 7:53 AM
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Yep, that's correct.
All you need to do - in essence is run up SLXProfiler.exe and get it monitoring your active connection. Then, insert a new account.
From the trace - identify all the SQL used to add the account, cols, tables (there are only a few to be honest - ACCOUNT, ACCOUNTSUMMARY, ADDRESS) and then add a button, with the script behind being the inserts as grabbed from the trace.
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Re: Copy accounts
Posted: 30 Jan 09 8:40 AM
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Wow! I have never done that before. I will give it a try and see if I can figure it out and get it to work. Thank you for your patience and help with this.
Renee |
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