SalesLogix Opportunity Naming Conventions

This
week I received a question regarding the Description that is used by
Opportunities. In the Opportunities Defaults options, it states that
you can customize this option by “contacting your Administrator”. This
option can only be customized via scripting, not via a SalesLogix
dialog box.

If you open Architect, go to Manage/Plugins. You will need to open the “Insert Opportunity” plugin.

On the Insert Opportunity Plugin, Script Tab, you can go to the Procedure called “SampleDescription”

This script will pull the Account Name from the Account Name on the Opportunity Screen,  then
adds the Text “-phase” , then counts the existing opportunities for
this accounts and adds 1. This is the description that is then put in
the Opportunity Description field.

Note: Always use a Test Database

The Sample Description procedure is as follows:

Function SampleDescription()

    Dim strAccountName, strUserDefined, strOppCount, strAccountID, strSQL
    Dim objRS

    On Error resume Next

       Set objRS = objSLXDB.GetNewRecordSet
       strSQL = “Select ACCOUNTID from ACCOUNT where ACCOUNT = ‘” & lveAccount.Text & “‘”  ‘DNL
       objRS.Open strSQL, objSLXDB.Connection
       strAccountID = objRS.Fields(“ACCOUNTID”).Value  ‘DNL
       objRS.Close 

       Set objRS = objSLXDB.GetNewRecordSet
       strSQL = “Select Count(*) From OPPORTUNITY Where ACCOUNTID = ‘” & strAccountID & “‘”  ‘DNL
       objRS.Open strSQL, objSLXDB.Connection 

       strAccountName = lveAccount.Text
       strUserDefined = Application.Translator.Localize(“-Phase”)
       strOppCount = objRS.Fields(0).Value + 1

       objRS.Close
       Set objRS = Nothing 

       SampleDescription = strAccountName & strUserDefined & strOppCount

 

ABOUT THE AUTHOR

Dale Richter

Director of Training- I have worked with Customer FX since 1997

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