Easy way for Create Contacts?

elTorito · 2005-01-19

In SCM are follow Explanation for create any Person Contact relationed with an Customer.

Go to Relationship Management , Contact Card, Press F3, No. will be get, Select Type Person, Search Company No. .....

This Way is a little bit long for our sales assistants...

I would now make follow, in Customer Card when you Press Primary Contact No, it will open a List with the already saved contacts, here i would put a command button, or menu item, or whatever, so that will open a new entry in a contact card with defaults:
Type= Person
Company No. = Company No. from Customer Card.

What is the best way for solucion this ?

Thanks

pdj · 2005-01-19

What about a menu-item in the contact list form's functions button called New with F3 as hotkey? The code could be something like this:

Cont.INIT;
Cont."No." := '';
Cont.INSERT(TRUE);
Cont.VALIDATE(Type,Cont.Type::Person);
IF GETFILTER("Company No.") <> '' THEN
  IF GETRANGEMIN("Company No.") = GETRANGEMAX("Company No.") THEN BEGIN
    Cont.VALIDATE("Company No.",GETRANGEMAX("Company No."));
  END;
Cont.MODIFY(TRUE);
COMMIT;
FORM.RUNMODAL(FORM::"Contact Card",Cont,Cont.Name);
IF Rec.GET(Cont."No.") THEN ;

elTorito · 2005-01-19

This Works Very Nice =D>
Thanks you very much. :P

After The Upgrade from 260 to 370 the sales assistants now have a more little hammer than few weeks ago :roll: for beating me 8-[
I Hope than in next month they have flowers for me :whistle:

It can only be better [-o<

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Easy way for Create Contacts?

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