06-10-2009 10:24 AM
Can anyone tell me if there is a way to have the Record to History function run when an email has been sent?
Currently, we are running an application that creates a quote for a customer, the application allows the quote to be emailed to the customer - but uses Outlook to send it. The email is created in the application and appears in the Sent Items in Outlook. We have to manually go to the Outlook Sent Items, select the email and press the Record to History button to record it. We are wondering if anyone knows how we can either set up a rule or a macro to look for emails with a particular subject and runs the Record to History function. We'd like to automate this somehow rather than remembering to do it manually...
06-11-2009 12:07 AM
if your application is a .net application that is creating a quote in email format you might most probably wanting to write this information into the history table using a SalesLogix OLEDB connection, this way a user need not have to recort to history. Also you could use Outlook Redemption Objects in your application to take advantage of generating it in the Email format for that selected SalesLogix user.
Let me know if this answers your question
06-11-2009 07:27 AM
It sounds like you are bypassing the UI for the email send. If so ... then you would have to write your own history record. As long as your app connects using the OLEDB provider, you should be able to push that in without problem.
As an alternative, you could use the SalesLogix application object to pop the email with the address, attachment, subject, and body already filled in - and give the user the ability to customize the email message.... then hit SEND SLX.