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Opening Account Screen from External Application
Posted: 18 Aug 06 4:17 AM
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fiogf49gjkf0d Got what should be a relatively simple task, but having trouble finding the appropriate info.
We have a telephony application that can fire a pseudo VBScript. We can find the appropriate Account ID by looking up the incoming phone number, but need a way to instantiate an SLX object / function that will "pop" the account screen.
Is this possible?
Keri
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Re: Opening Account Screen from External Application
Posted: 18 Aug 06 6:19 AM
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fiogf49gjkf0d I am not an expert, but this code works here for me:
Set slx = CreateObject("SalesLogix.SlxApplication")
Call slx.BasicFunctions.ShowDetails("ACCOUNT", "A02TLA200000")
Where 'A02TLA200000' is the ACCOUNTID you want
This does require the SLX Sales Client to be logged on already though
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Re: Opening Account Screen from External Application
Posted: 18 Aug 06 7:23 AM
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fiogf49gjkf0d Do you know if it is possible to set the focus on saleslogix once the account has been selected, not a major problem the staff here only need a single click to maximise/bring the window to the front, but they are lazy and probably will moan anyway  |
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Re: Opening Account Screen from External Application
Posted: 18 Aug 06 10:39 AM
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fiogf49gjkf0d Add the following to force SLX into the foreground:
Set slx = CreateObject("SalesLogix.SlxApplication")
Call slx.BasicFunctions.ShowDetails("ACCOUNT", "A02TLA200000")
slx.BringToFront
-Ryan
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Re: Opening Account Screen from External Application
Posted: 18 Aug 06 10:53 AM
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fiogf49gjkf0d Originally posted by Ryan Farley
Add the following to force SLX into the foreground:
Set slx = CreateObject("SalesLogix.SlxApplication")
Call slx.BasicFunctions.ShowDetails("ACCOUNT", "A02TLA200000")
slx.BringToFront
-Ryan
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Thanks for that, it does the job nicely.
And on the C# front, we'll be inserting the code into another app to fire it so we needed VB, but i'm sure that will come in handy at some point |
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Re: Opening Account Screen from External Application
Posted: 06 Jul 07 12:40 PM
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Quick newbie question. If all I have is the customers phone number can I just invoke the ShowDetails() function like this to pop the screen:
Call slx.BasicFunctions.ShowDetails("MAINPHONE", "9725551234")
Sorry if the answer is obvious. I know virtually nothing about SalesLogix but a customer of ours is interested in knowing how "easy" it would be to screen-pop their SalesLogix desktops when a call is delivered to their agents.
Some of the stuff I've seen on the forum leads me to believe that I they would actually need to perform a lookup of the account ID using the OLEDB provider first and then they could point the client at the account.
Thanks!
Eric |
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Re: Opening Account Screen from External Application
Posted: 07 Jul 07 8:11 AM
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Eric, AFAIK,
You will need the account id. I assume querying the DB for a match between the phone number and deriving the Account ID would work. Using the Show Details requires the Form name and the ID I believe. The previous samples elude to this.
Mark |
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