Record to Saleslogix History - include CC's [ Edited ]

[jcRV11]

7.5.2 LAN - Outlook 2010

Right-clicking an email in Outlook allows user to record a history record for the sender in SLX, but...

...is there any way for SLX to also record it for anyone who is CC’ed on the same email? (who are also unique contacts)

ie  all To:, CC: and BCC: details are saved when using the ‘Send SLX’ option, can the same work with 'Record to SLX History'?

Is this not an option or simply a config issue my side?

Cheers - Jeff.

[RJLedger]

I've tripped accross something that is NOT documented which may help to solve your problem. 

As soon as I have some good info on it, I'll post back.. but it may be a week or so before that happens.

[jcRV11]

You're tops, RJ. Much appreciated.

[RJLedger]

Hold back on the congrats until I deliver ;-)   - but it does look promising.

[jcRV11]

Hey RJ

Just following up on this one.  Have we concluded whether a means exists?

Cheers,

Jeff

[RJLedger]

SalesLogix has a "special" plugin family called : Global Scripts.

These are really "Global Event Handlers". They get "called" by events in SalesLogix. In the "System:Global System" handler, there are a couple of VERY interesting scripts:

     Application_ReceiveOutlookMessage

     Application_SendOutlookMessage

These are the key to the solving the problem.

WARNING: If you have NOT worked w/Global Scripts/Event Handlers, them you need to read up on them. There's some info in the Architect Help file. Also, changes made here will NOT take effect until one has closed all their SalesLogix apps/connections (complete log out of SalesLogix) and then log back in. You also should NOT use msgbox in a global script/handler. They disrupt the normal flow of things. If you want to put in "debugging", then use Application.Debug.Writeline.

So.. just enough info to be dangerous... ;-)

[tscarroll]

How about in 7.5.3 web?  One of my users just moved from Office 2003 to Office 2007 and the capability went away.  She was able to add history records for all bcc recipients, now she only gets prompted for the to recipient.  Any ideas?

[RJLedger]

Can't help you there.. it's a completely different implementation.