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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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Thread: Data logging phone call types not related to accounts, contacts etc

Jason Rainbird
Posts: 1

Data logging phone call types not related to accounts, contacts etc Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 03 Feb 10 10:09 AM

I have a client who needs to log incoming phone call type, i.e sales call, price query etc. They are not related to any particular account. I can create a data grid then right click to add a type but this is too many clicks. I need the add screen to be presented first, then once the user has selected (RadioGroup) and closed the box, then screen closes.

Any suggestions gratefully received.

[Reply][Quote]

RJ Samp
Posts: 973

Re: Data logging phone call types not related to accounts, contacts etc Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 03 Feb 10 1:53 PM

You can modify the Activity screen by adding a Tab to it.

Put your Radio Button Group on it, make the tab visible only if Activity type = phone call (262146).

On the form's OnChange event you can make your tab active and viewable, hide the other tabs....when they click on a radio group item make the other tabs visible....

or pop a managed form by a button placed on the Activity form

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