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 Author  Thread: Word/SLX Template Question
Marc Johnson
Posts: 252
 
Word/SLX Template QuestionYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 14 Jun 07 2:02 PM
At the risk of sounding like a noob, I need some refresher info on customizing a template file.

We are trying to write a template that pulls data from the opportunity level. Specifically once a deal is closed-won we need to email the data to the implementation team in a remote office. They currently do not have SLX.

I'm pretty sure I've done something similar, in the past, for my former employer, but it's been awhile and I'm drawing a blank.

I'm running 6.2.6 BTW. Has this process improved in 7.x? I really don't like how the template builder is focused so heavily on the contact in 6.2.x
[Reply][Quote]
Marc Johnson
Posts: 252
 
Re: Word/SLX Template QuestionYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 14 Jun 07 2:32 PM
Never mind. I forgot that you can use SQL. Something as simple as:

SELECT type FROM SYSDBA.OPPORTUNITY
where opportunityid = :OpportunityID

That worked just fine. The user will have to run the template from the opportunity level but that's not a problem. The big problem is making sure the sales rep attaches a contact to the opportunity. Currently they don't do that.
[Reply][Quote]
Bob (RJ)Ledger
Posts: 1103
Top 10 forum poster: 1103 posts
 
Re: Word/SLX Template QuestionYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 15 Jun 07 7:09 AM
Quote:
Originally posted by Marc Johnson

At the risk of sounding like a noob, I need some refresher info on customizing a template file.
....
I'm running 6.2.6 BTW. Has this process improved in 7.x? I really don't like how the template builder is focused so heavily on the contact in 6.2.x


Yes, it has changed in 7.x. Take a look at how you merge w/lead(s), etc.
--
rjl
[Reply][Quote]
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