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Contact Processes

Last post 09-25-2008, 12:31 AM by Paul Roussell. 1 replies.
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  •  08-25-2008, 4:05 PM 1426

    Contact Processes

    This question was posted by Tanya Payne during our Webinar.

     

    Can you add creating a ticket with a specific preset Area-Category-Issue.s to a contact process???

    One of the tasks available in Contact Processes is scripting.....which makes the customizations unlimited.

    In the past I have had my programmers write a script that would automatically put in a  campaign response. This worked nicely.

    It could definetly be done. It would just have to be by someone that knows all the hooks into SalesLogix.

     

    Thanks

     Dale

  •  09-25-2008, 12:31 AM 1473 in reply to 1426

    Re: Contact Processes

    Hi Dale and Tanya

    I have foound that Contact Processes in SalesLogix are quite limited, and are definitely restricted to focusing on Contacts, not other things like Tickets.

    For my money, I would use TaskCentre for SalesLogix, which your SalesLogix Business Partner could source and configure for you.  It is brilliant for this sort of thing.  For a start, it can sit and monitor your database, looking for events like the adding of a Ticket.  It can then run scripts, generate emails, and a host of other things.

    If you have any trouble locating it, let me know and I will point you in the right direction.

    Regards

    Paul Roussell, Adexio
    Brisbane, Australia.

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