Birthday message

Heiko_D

Hello all,

i hop you could help me.

At first a beginner question: I want to insert a new text feld in the contact form. And the content of this new text box shold be insert into a new table.

1 So my question is, what i have to change at properties to bund this box to the new table? i hope this question isn't too silly.

2 secondly i want to be remembered if anybody has birthday.
2.1 perhaps an email? but how to code this?
2.2 or just a message. would it be possibel to do this with if datum today= datum birth then send email to ..... with topic xyz' ?

Thank you for reading.
Heiko

garak

Hy Heiko

1.) make a new field in table contact which has a relation to your new table.

2.) yes this is possible. You must knwo, in which table you will store the day of birth (for example employee). Take a look at CU Mail. Here you can see how you can send mails with navision. But the mailmessage must be send autom. from navision, so you need a NAS or a Client who runs a job sheduler.

To get automaticly a Info message when you are loged on, you must expand CU 1, for example in function LoginStart or CompanyOpen.
If you don't want a message, you can also create a report to print out a list of all birth days.

Regards

Savatage

Never tried but you can take a look at this too...
BirthdateMonitor for MBS-Navision
http://www.mibuso.com/dlinfo.asp?FileID=517

To know our clients birthdays is important and a short phone call or email to say "Happy Birthday!" is a part of a good customer relationship management (CRM).

Heiko_D

Thank you. You helped me a lot.

but now i have a new problem:

in insert in the codeunit 1 under the trigger CompanyOpen()

IF Birthday.Birthdate=TODAY THEN
MESSAGE (Text001);

Birthday is a Variable with Record to the "Contact" Table.
Text001 would be a variable for the name of the person you has birthday.

But nothing happend when i run the codeunit...

Please help me.
Heiko

gopi_navision

Hi,

1. Create one new Table add one fields called User and another field called birthday date. Link that table relation in USER NAVISION TABLE.

2. Go to codeunit Company Open trigger write these code


RecApproval.RESET;
RecApproval.SETRANGE(RecApproval.USERID,USERID);
IF RecApproval.FIND('-') THEN
BEGIN
d := RecApproval.Birthday;
day := DATE2DMY(d,1);
Month :=DATE2DMY(d,2);
T := TODAY;
TDay := DATE2DMY(T,1);
TMonth := DATE2DMY(T,2);
IF (day = TDay) AND (Month = TMonth) THEN
MESSAGE('Happy Birthday TO YOU');
END;

Heiko_D

for dummies plz:

what do you mean by "recApproval"

do you mean the new table User&Birthday?

And why said Navision, that d is an unknown Variable?
you said that it is the Feld "Birthday" of the new Table...
or have i to number all varable like d, day, Month, etc.
under the globals?

thank you in advance.
Heiko

Alkro

Heiko_D wrote:

what do you mean by "recApproval"

Variable Record. Source --> New table


1.- Create a Table (User Bithday) with 2 Fields, USER and BIRTHDAY. In propierties of USER (TableRelation propierty) you must enter in Table: "User" and Field: "User ID".

2.- Edit Codeunit 1 "ApplicationManagement", at the end of LogInStart() function you must create local variables:

Record called "RecApproval" and Subtype, name of new table.

Then put the code:

recApproval.RESET;
recApproval.SETRANGE(recApproval.User,USERID);
IF recApproval.FIND('-') THEN
BEGIN
  IF (DATE2DMY(recApproval.Birthday,1) = DATE2DMY(TODAY,1)) AND (DATE2DMY(recApproval.Birthday,2) = DATE2DMY(TODAY,2)) THEN
     MESSAGE('Happy Birthday TO YOU');
END;

Remember complet the new table with Users ID and birthdate

Best Regards :roll:

David_Singleton

Why don't you just do this in Outlook? Yeah Navision is great, but you don't have to do EVERYTHING in Navision.

Heiko_D

thanks a lot

whatever a customer want, a customer get....

David_Singleton

Heiko_D wrote:

thanks a lot

whatever a customer want, a customer get....

That is a VERY VERY bad attitude to have in the NAV world. What you customer will get is a VERY expensive system that does not work. :evil: :evil:

garak

don't sell the customer all he want. Sometimes you must say: "Dear customer, your request bring a bad performance on the system. Our workaround is ....." ;-)

Regards

Heiko_D

Many thanks for all your tips

I will try to follow your suggestion

Heiko_D

The customer wants this feature...
so i hope you can help me a third time :-k

I searched a lot and have found the Dialoge.CONFIRM function
If I understand it right, i have with this function the possibility
to choose yes and no.

Yes would be to change to the contact card of the contact which has birthday.

So i want to show a message like "Firma xyz has birthday, would you like to chance to the contact card?"
Yes= Open the Contact Card of the Person who has birthday
I don't know how to write such a function
The Dialoge.CONFIRM says,

Variable(Boolean) := DIALOGE.CONFIRM (String[,Default][,Value1])

I don't know how to say, that the card of the birthday person should open.

Must i set a variable with relation to contact card? but how to filter?
with an if function?
Must i write this all in the Dialoge.Confirm function?
I don't think so.

Please help me once again

Thanks,

Heiko

David_Singleton

](*,) ](*,) ](*,) ](*,) ](*,) ](*,) ](*,)

Tomas

Imagine you have 31 birthdays today

How many times and how many users will be clicking this joyful message?

What if to consider other alternatives:
- creating a report to show same information? (if you need to make it more special, create a subscription to get that report daily) - both can be done either in navision, or sql reporting services)
- actually, anything (and i mean anything - even stuff outside navision) would mean more sense, than actually showing messages/confirmations on logging in to navision ](*,)

Savatage

Check that Birthday Monitor from the download section again.

It appears to list all the people that have a brithday on that day.

If you wish You could open that form on login to see if any birthdays are happening. If not close form go on about your business.

David_Singleton

Heiko_D wrote:

The customer wants this feature...
so i hope you can help me a third time :-k

I searched a lot and have found the Dialoge.CONFIRM function
If I understand it right, i have with this function the possibility
to choose yes and no.

Yes would be to change to the contact card of the contact which has birthday.

...

Heiko

Google is your friend

http://www.google.com/search?source=ig&hl=en&rlz=&q=send+birthday+greeting&btnG=Google+Search

garak

take a look at savatage's information.

The confirm message is not a good soloution, better is a form.
If you have the soloution designer.pdf or now called application developer 1 or 2 there is a lessen about a calendar (or so)

Regards