02-16-2011 09:09 AM - edited 02-16-2011 09:34 AM
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.
02-16-2011 10:24 AM
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.
02-16-2011 10:27 AM
03-28-2011 05:40 AM
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:
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... ;-)
03-30-2011 07:00 AM
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?
03-30-2011 10:05 AM