Question:
If you change the Account Manager of an account SLX (7.5) asks, if you want to change the AM of all account contacts as well.
I would like to have the same feature for the Regional Manger – is there a way to call this function? How does this work / where is it coded?
Of course I could easily script this, but I am just curious how this works in SLX. I cant find a function, an event, nothing which handles this one. And the Regional Manager lookup does not seems to be special?!
Answer:
The code on the SalesLogix LAN client is embeded on the Application, so you won’t find it on a Script.
Never the less, the flow is very simple:
– Are there any Contacts under this Account that have a Manager different than the Target Manager?
– If Yes, Prompt the User if he/she wants to update them.
And,
– Are there any Opportunities under this Account that have a Manager different than the Target Manager?
– If Yes, Prompt the User if he/she wants to update them.
If the user chooses yes on either prompt, then you just update the records.
