Modifying the ‘Copy to E-mail’ link in the SalesLogix Web client Opportunity snapshot

If you’ve ever wanted to modify the email generated from the Opportunity Snapshot in the web client, you’ll find that it is incredibly simple to add new fields to the body of the email.  To do so, you will need to modify the OpportunitySnapShot.ascx.cs smart part, found under Portal Manager->Sage SalesLogix->SupportFiles->SmartParts->Opportunity.

In this file, you will find a function named ‘FormatEmailBody’.  This function builds a string (emailBody) from available properties in the Opportunity Entity.  As long as any new fields you have added to the opportunity table has been added to the entity properties, it is a simple matter to include those fields in the email body.

Current fields defined in the email are done so with the following code (Example shows description field):

emailBody += String.Format(“{0} {1} %0A”, GetLocalResourceObject(“lblEmailOppDesc.Caption”),
                                   CheckForNullValue(opportunity.Description));

To add a new field (c_orderno), we’re going to copy this line, replace the GetLocalResourceObject call with the field label we’d like to use, and reference the new field from the opportunity entity in the CheckForNullValue function in this line.

emailBody += String.Format(“{0} {1} %0A”, “Order No:”,
                                   CheckForNullValue(opportunity.CORDERNO)); 

 The code is formatted in such a way that it should be pretty simple to figure out where in the email body you are putting the new field.

If you want to add a date field, the format is slightly different, if you want to use the UTCDateTimeToLocalTime function inline:

emailBody += String.Format(“{0} {1} %0A”, “Modified:”,
                                    opportunity.CMODIFIED.HasValue
                                       ? timeZone.UTCDateTimeToLocalTime((DateTime) opportunity.CMODIFIED).ToString(
                                             datePattern)
                                       : String.Empty);

As you can see, it’s a pretty simple process to add new fields to the Email body in the email produced by the Opportunity snapshot.

Hope you find this helpful.  Thanks for reading!