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Thread: Opening Account Screen from External Application

Keri
Posts: 17

Opening Account Screen from External Application Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Aug 06 4:17 AM

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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Stuart
Posts: 178

Re: Opening Account Screen from External Application Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Aug 06 6:19 AM

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

[Reply][Quote]

Keri
Posts: 17

Re: Opening Account Screen from External Application Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Aug 06 6:37 AM

Cheers Stuart... you're a star.
Exactly what I needed.

[Reply][Quote]

Stuart
Posts: 178

Re: Opening Account Screen from External Application Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Aug 06 6:40 AM

You're welcome. I had that little script waiting for something to use it for.

[Reply][Quote]

Keri
Posts: 17

Re: Opening Account Screen from External Application Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Aug 06 7:23 AM

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

[Reply][Quote]

Ryan Farley
Posts: 2265

Re: Opening Account Screen from External Application Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Aug 06 10:39 AM

Add the following to force SLX into the foreground:

Set slx = CreateObject("SalesLogix.SlxApplication")
Call slx.BasicFunctions.ShowDetails("ACCOUNT", "A02TLA200000")
slx.BringToFront

-Ryan

[Reply][Quote]

Ryan Farley
Posts: 2265

Re: Opening Account Screen from External Application Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Aug 06 10:41 AM

BTW, you'll see a C# example of this in the article posted here:
http://www.slxdeveloper.com/page.aspx?action=viewarticle&articleid=80

[Reply][Quote]

Keri
Posts: 17

Re: Opening Account Screen from External Application Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Aug 06 10:53 AM

Quote:

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

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

[Reply][Quote]

Eric Wilson
Posts: 1

Re: Opening Account Screen from External Application Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 06 Jul 07 12:40 PM

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

[Reply][Quote]

Mark Dykun
Posts: 297

Re: Opening Account Screen from External Application Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 07 Jul 07 8:11 AM

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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