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Adding a Process-
Posted: 02 Dec 06 12:43 AM
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fiogf49gjkf0d Hi I am new to Sales Logix I am using Version 6.2- I need your help - I need to create a process as soon as I complete my phone call or meeting activity an email should be sent to the contact, Thanking him for attending the call or meeting.
Thnx |
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Re: Adding a Process-
Posted: 03 Dec 06 10:25 AM
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fiogf49gjkf0d Check the help file(s) - a Contact Process will do the job just fine.
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rjl |
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Re: Adding a Process-
Posted: 03 Dec 06 10:31 AM
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fiogf49gjkf0d Thank Bob for your reply. I checked it. But I did not get it -I tried it ..but it doesn't start with Completeting activity.. If any Help....Will appreciate. |
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Re: Adding a Process-
Posted: 04 Dec 06 3:28 AM
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fiogf49gjkf0d Haven't done Contact Processes in a while, but I think this would only be possible if the Activity itself was also generated from the Contact Process.
Other than utilizing Contact Processes, the other alternative would be to customize the system to fire such Email when the Activity is completed. |
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Re: Adding a Process-
Posted: 04 Dec 06 6:29 AM
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fiogf49gjkf0d This is a fairly easy thing to do with a Contact Process. The first step should be a question asking if it was a phone call or meeting. Then it branches off into completing a phone or meeting - you will have to decide whether the activity is completed automatically with predefined notes or if it will appear for the user to complete. The next step after the complete activity is sending the email.
For this I always check the email field to make sure the email address has a @ in it. If it doesn't then I inform the user and the process stops. If the email address is fine then I send the email (in the background) and end the contact process.
That is pretty much all you need. One improvement over just checking for an @ in the email address field is to use a regular expression to validate the email address. There was an article or post on how to do that somewhere on this site. I forget where. Can anyone help out?
Thanks,
John G.
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Re: Adding a Process-
Posted: 05 Dec 06 10:56 AM
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fiogf49gjkf0d In order for this to work you will need to define your process first, having the activity as the first step. Whatever you want to happen after that you need to string along in the chain.
Then, instead of scheduling the activity, you would launch the process.
Make sure that you have the client set up to scan for processes, or else it will never fire.
The alternative is to have something in the OnCompletedActivity script that handles your next step. The advantage of that approach is that it will aways fire, no matter how the activity was created. You would need to build in whatever intelligence it needs so that it only fires at the appropriate time(s). |
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