The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
|
|
MailMerge in SaleLogix 7.5 Web
Posted: 20 May 09 8:33 AM
|
Hi,
I am new to SaleLogix Web and I need to implement a MailMerge functionality in one of my forms. In fact I need to send out mails using mail merge to the contacts and cc's when I close a Ticket. (I have this functionality in my LAN version and I have to copy this to web).
How does mail merge happen on the web? Can we trigger mail merge from the client browser? From where the mails will be sent? Client or Server? I know I'm being silly, but is there any documentation or help on how to do this?
Thanks in advance,
Johnson |
|
|
|
Re: MailMerge in SaleLogix 7.5 Web
Posted: 20 May 09 1:47 PM
|
It is indeed possible to launch a Mail Merge via Code on the Web Client, although it may not work as you expected it to work on the Windows Client.
Also, the Mail Merge is an ActiveX component, so it runs locally. The Template (Word Document) is loaded across the network, as well as the data, and it is merged locally. If you choose to send out emails, it will do so locally, and any generated attachments will then be uploaded to the server.
As far as documentation, I am not aware of much for versions 7.5. You may get some hints by exploring the code. |
|
|
|
Re: MailMerge in SaleLogix 7.5 Web
Posted: 21 May 09 10:40 AM
|
| Thank you Raul. By saying "although it may not work as you expected it to work on the Windows Client" what limitations do you anticipate? Also, do you know what ActiveX component is used for this? |
|
|
|
Re: MailMerge in SaleLogix 7.5 Web
Posted: 21 May 09 11:07 AM
|
On the windows client there were ways to launch the mail merge with programatically populated info, on the web client, I believe you may just be able to invoke it with a specific template in mind.
I haven't digged that much into it either, but I have "invoked" it programatically. Look around the scripts as mentioned for more info. |
|
|
|
Re: MailMerge in SaleLogix 7.5 Web
Posted: 22 May 09 3:56 AM
|
SalesLogix provides mail merge sdk that is available for the windows client, and since the mail merge on the web uses activex, the windows sdk will be applicable for the web, so therefore in your web smartparts, you will need to set references to the methods of the mail merge sdk. The mail merge sdk can be downloaded from the support.saleslogix.com in case you are an authorized Sage Partner for SalesLogix.
cheers
Kannan |
|
|
|
Re: MailMerge in SaleLogix 7.5 Web
Posted: 25 May 09 2:00 AM
|
Hi,
I hae done similar things.
But I have not used Mailmerge.
I wrote a business rule which sends out the mails.
I wanted it to work without the user having to-do something with it.
So i just worte a rule and use .net mail functions to send my mails.
Very fast and not complicated. |
|
|
|
Re: MailMerge in SaleLogix 7.5 Web
Posted: 25 May 09 2:01 AM
|
Hi,
I hae done similar things.
But I have not used Mailmerge.
I wrote a business rule which sends out the mails.
I wanted it to work without the user having to-do something with it.
So i just worte a rule and use .net mail functions to send my mails.
Very fast and not complicated. |
|
|
|
Re: MailMerge in SaleLogix 7.5 Web
Posted: 25 May 09 2:02 AM
|
Hi,
I hae done similar things.
But I have not used Mailmerge.
I wrote a business rule which sends out the mails.
I wanted it to work without the user having to-do something with it.
So i just worte a rule and use .net mail functions to send my mails.
Very fast and not complicated. |
|
|
|
Re: MailMerge in SaleLogix 7.5 Web
Posted: 25 May 09 2:03 AM
|
Hi,
I hae done similar things.
But I have not used Mailmerge.
I wrote a business rule which sends out the mails.
My goal was that the server sends out messages without any need action from a user.
Here is what I did:
I wrote a rule in an external assembly which will send out my Mails.
Here it is:
public static void sendMail(string strTo, string strSubject, string strText)
{
MailAddress to = new MailAddress(strTo);
MailAddress from = new MailAddress("YourSenderAddress");
MailMessage Mail = new MailMessage(from, to);
Mail.IsBodyHtml = true;
Mail.Subject = strSubject;
Mail.Body = strText;
SmtpClient smtp = new SmtpClient();
smtp.Host = "YourMailserver";
smtp.UseDefaultCredentials = true;
//System.Net.NetworkCredential SMTPUserInfo = new System.Net.NetworkCredential("blintuserliste@pfingstl-berlin.de", "blintuserliste");
smtp.Send(Mail);
}
I use an internal Exchange Server which uses the sender-Address for authentication.
What I now do is write a second rule, tie this on a db event and call the function and handing over parameters.
I tied the rule to my onAfterInsert event of the ticket entity.
So the user, who is the assigned user of the ticket gets a message.
Does this make sense?
Alexander |
|
|
|
Re: MailMerge in SaleLogix 7.5 Web
Posted: 25 May 09 4:30 AM
|
Originally posted by Alexander Pfingstl
Hi,
I hae done similar things.
But I have not used Mailmerge.
I wrote a business rule which sends out the mails.
I wanted it to work without the user having to-do something with it.
So i just worte a rule and use .net mail functions to send my mails.
Very fast and not complicated. |
|
Can you just go over that one more time please?
 |
|
|
|
Re: MailMerge in SaleLogix 7.5 Web
Posted: 26 May 09 12:50 PM
|
| Thank you guys for your valuable replies on this. But I am not sure if my users will be OK with these. They actually need to have the mails sent from their own mail boxes, automatically. |
|
|
|
Re: MailMerge in SaleLogix 7.5 Web
Posted: 27 May 09 6:38 AM
|
Can you confirm what approach you wish to take is your requirement mail merge/ email merge both are two different aspects of a requirement. In case of mail merge, it actually performs mail merge with a word document by instantiating the word object on the client side(the user's machine) and the output as a word document.
In case of a Email Merge there are two options/approach
first option you are performing mail merge with a word document based on a template into the user's local word instance or object and the output being email. In the first option it will invoke microsoft word as your email editor, once you click send on that window it stores it in your sent items
second option is what is mentioned where you merge data in the server and sent via dot net email component, i.e. system.net.mail, where you specify all the required sender address, to address etc. This will also store a copy of the mail in your Outlook Sent folder items if you Synchronize with your Exchange Server, however if you dont use exchange server and your SMTP settings point to another mail server then it may not store the details.
Let me know what is your end requirment, mail merge or email merge if email merge are you seeking server side mail merge or client side mail merge.
Regards
Kannan |
|
|
|
Re: MailMerge in SaleLogix 7.5 Web
Posted: 29 May 09 3:28 PM
|
Sorry, I was out for a while and could not reply on time...
In fact I need to go for the first one - I have a word template which fill be filled in with dynamic data and I need to pop up user's email client (Outlook 2007) with the content just created and send the mails from Outlook to a distribution list. I know, in LAN this can all be done automatically with mail merge - the email content is generated in the background and Outlook sends the mails automatically.
I tried to mimic the mail merge functionality with "Send Ticket E-mail" in the Ticket screen. But this also has a limitation - this uses the HTML "mailto" behind the scenes. Since this is basically using a URI, there is a limit for the text that can be sent on an email - around 2000 characters (IE can handle only around 2048 characters in a URL/URI). Hopefully when IE8 is around and popular, I can implement this solution (IE8 can support up to 32K in URL), but not for now 
Thanks
Johnson |
|
|
|