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New Member
Posts: 9
Registered: ‎01-18-2011

Record to Saleslogix History - include CC's

[ Edited ]

7.5.2 LAN - Outlook 2010

 

Right-clicking an email in Outlook allows user to record a history record for the sender in SLX, but...

 

...is there any way for SLX to also record it for anyone who is CC’ed on the same email? (who are also unique contacts)

 

ie  all To:, CC: and BCC: details are saved when using the ‘Send SLX’ option, can the same work with 'Record to SLX History'?

 

Is this not an option or simply a config issue my side?

 

 

Cheers - Jeff.

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Record to Saleslogix History - include CC's

I've tripped accross something that is NOT documented which may help to solve your problem. 

 

As soon as I have some good info on it, I'll post back.. but it may be a week or so before that happens.

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
New Member
Posts: 9
Registered: ‎01-18-2011

Re: Record to Saleslogix History - include CC's

You're tops, RJ. Much appreciated.

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Record to Saleslogix History - include CC's

Hold back on the congrats until I deliver ;-)   - but it does look promising.

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
New Member
Posts: 9
Registered: ‎01-18-2011

Re: Record to Saleslogix History - include CC's

Hey RJ

Just following up on this one.  Have we concluded whether a means exists?

Cheers,

Jeff

Employee
Posts: 12
Registered: ‎08-02-2009

Re: Record to Saleslogix History - include CC's

 
Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Record to Saleslogix History - include CC's

SalesLogix has a "special" plugin family called : Global Scripts.

 

These are really "Global Event Handlers". They get "called" by events in SalesLogix. In the "System:Global System" handler, there are a couple of VERY interesting scripts:

     Application_ReceiveOutlookMessage

     Application_SendOutlookMessage

 

These are the key to the solving the problem.

 

WARNING: If you have NOT worked w/Global Scripts/Event Handlers, them you need to read up on them. There's some info in the Architect Help file. Also, changes made here will NOT take effect until one has closed all their SalesLogix apps/connections (complete log out of SalesLogix) and then log back in. You also should NOT use msgbox in a global script/handler. They disrupt the normal flow of things. If you want to put in "debugging", then use Application.Debug.Writeline.

 

So.. just enough info to be dangerous... ;-)

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
New Member
Posts: 12
Registered: ‎10-12-2010

Re: Record to Saleslogix History - include CC's

How about in 7.5.3 web?  One of my users just moved from Office 2003 to Office 2007 and the capability went away.  She was able to add history records for all bcc recipients, now she only gets prompted for the to recipient.  Any ideas?

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Record to Saleslogix History - include CC's

Can't help you there.. it's a completely different implementation.

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html