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Copper Super Contributor
Posts: 24
Registered: ‎12-30-2009
Accepted Solution

Changing record match script in System:ConvertLead form 7.5.2

The match record function in the Network Client of 7.5.2 matches Leads to Contacts and Accounts on multiple fields using AND. I'd like to change that to OR so it can find potential matches with a less strict query. I think below is the pertinent code from that form, I'm not certain where these change can be made in the Script for that form. I don't see where it gives the user the opportunity in the form to change AND to OR. You can select which values to search on, but they all seem to be joined with AND.

 

Thanks for any help

 

==========================

 

Function GetMatchCaption(ByVal MenuItem)

    Dim strOr

    Dim strAnd

    Dim strValue

    strOr = Localize("OR")

    strAnd = Localize("AND")

    GetMatchCaption = MenuItem.Caption

    If (MenuItem.ImageIndex >= 0) And (MenuItem.ImageIndex <= 9) Then

       If chkAndOr.Checked And MenuItem.Checked Then

          If IsWinXP Then

             strValue = Chr(9) & Chr(9) & Chr(9) & strAnd

          Else

             strValue = "       " & strAnd

          End If

          GetMatchCaption = arrCaptions(MenuItem.ImageIndex) & strValue

       Else

          If (Not chkAndOr.Checked) And MenuItem.Checked Then

             If IsWinXP Then

                strValue = Chr(9) & Chr(9) & Chr(9) & strOr

             Else

                strValue = "       " & strOr

             End If

             GetMatchCaption = arrCaptions(MenuItem.ImageIndex) & strValue

          Else

             GetMatchCaption = arrCaptions(MenuItem.ImageIndex)

          End If

       End If

    End If

End Function

 

Bronze Super Contributor
Posts: 153
Registered: ‎04-08-2009

Re: Changing record match script in System:ConvertLead form 7.5.2

Unchecking "Match Select Items" changes the ANDs to ORs. 

 

 

Copper Super Contributor
Posts: 24
Registered: ‎12-30-2009

Re: Changing record match script in System:ConvertLead form 7.5.2

Doh!

 

Thanks. I would have seen that.