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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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Mail Merge Issue (fax)
Posted: 24 Jun 09 9:49 AM
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If I understand correctly, when a user goes to write a letter using a template, the information is pulled from the db to populate the needed fields, and then the document is saved in the SLX attachments directory. SLX then looks for that document, and in our case, uses an api for our fax server to send the document. For one user, it appears that SalesLogix is not saving the document to the SLX attachments directory, so when the fax server api looks for the document that doesn't exist, it pulls a previous mail merge document for that opportunity.
I cannot seem to figure out why the mail merge document is not saving. Does anyone have experience with this or something similar? Any help would be appreciated.
SalesLogix 6.2.6 |
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Re: Mail Merge Issue (fax)
Posted: 24 Jun 09 11:01 AM
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I may be mistaken, but seems as if there is a disconnect on your flow.
Attaching a Mail Merge document is optional, as it is controlled by the settings that the user specifies while merging.
The Mail Merge is done locally on the Client PC (regardless of using the Windows or Web Client) on Word. SLX uses a Temporary document which is probably faxed directly.
Are you saying that SLX is faxing a previously merged document? What happens is you choose to Edit after the Merge, will it still fax the "wrong" document?
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Re: Mail Merge Issue (fax)
Posted: 24 Jun 09 11:10 AM
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| You are correct, SLX is faxing a previously merged document, even when the merged document is manually edited. I should note that when a Merge fax is sent, a script is run that grabs the document from the SLX attachments directory as opposed to sending a temp document. |
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Re: Mail Merge Issue (fax)
Posted: 15 Sep 09 10:20 AM
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I am revisiting the same issue. I can see from the plugin that there is one command that performs the merge, and then a function to send the fax is called.
bTest=Application.BasicFunctions.MergeFromPlugin(sPluginID,iOption,objRSPrimary.Fields("ContactID").Value,Application.BasicFunctions.
FaxToAccount(objRSPrimary.Fields("FirstName").Value,objRSPrimary.Fields("LastName").Value,objRSPrimary.Fields("Account").Value,objRSPrimary.Fields("Fax").Value)
FaxToAccount looks for the most recent attachment, for the opportunity, within the ATTACHMENT table and then sends that document. The issue here is that the merge from the first command is not being saved as an attachment, so when FaxToAccount is called, a previously merge document is sent. Does anyone have a thought as to why/how to save the merged document as an attachment? |
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Re: Mail Merge Issue (fax)
Posted: 28 Jan 10 10:30 AM
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| We are still having this issue periodically. Does anyone have any thoughts? I should note that this is proving difficult to reproduce in a test environment. |
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