SalesLogix uses the CONTACT.EMAIL field for storing the contact's primary e-mail address. This is what Outlook2CRM uses to match an e-mail with a contact in SalesLogix. However, SalesLogix does have two other e-mail fields for a contact. These fields are not used by many, and it it likely that most users don't even know about these two other fields. The fields are CONTACT.SECONDARYEMAIL and CONTACT.EMAIL3.
For those that do use these additional e-mail fields in SalesLogix, a quick customization can make Outlook2CRM utilize these fields when matching. This solution was provided by an Outlook2CRM beta tester, Antonio GarcĂa from LagaSoft in Berlin, Germany. The solution is outlined as follows:
- For the button in question, set the AutoContactMatch property to False (this will cause Outlook2CRM to avoid attempting to match)
- Customize the Contact Match Dialog as needed in Architect (Outlook2CRM:Outlook2CRM Dialog - Select contact match)
- Modify the VBScript plugin in Architect titled "Outlook2CRM:Outlook2CRM Event - Create Contact" to replace with the following code:
'Including Script - Outlook2CRM:Outlook2CRM Addin Client API
Sub Main
Dim objBASIC
Dim slxContactID
Set objBASIC = Application.BasicFunctions
slxContactID = Addin_Ex_ContactID
If slxContactID <> "" Then
objBASIC.ShowDetails "contact", slxContactID
Else
objBASIC.DoInvoke "Form", "Outlook2CRM:Outlook2CRM Dialog - Select contact match"
End If
If (Addin_AttachmentCount > 0) And (Addin_IncludeAttachedFiles) Then
objBASIC.DoInvoke "Form", "Outlook2CRM:Outlook2CRM Dialog - Add Attachments"
End If
Set objBASIC = Nothing
End Sub
Function Addin_Ex_ContactID
Dim sSQL
Dim objRS
sSQL = "SELECT CONTACTID FROM CONTACT WHERE EMAIL = '"
sSQL = sSQL & Addin_FromAddress & "' OR SECONDARYEMAIL = '"
sSQL = sSQL & Addin_FromAddress & "' OR EMAIL3 = '" & Addin_FromAddress & "'"
Set objRS = Application.GetNewConnection.Execute(sSQL)
If Not objRS.EOF Then
Addin_Ex_ContactID = objRS.Fields("CONTACTID").Value & ""
End If
objRS.Close
Set objRS = Nothing
End Function
Thanks to an active beta tester for this great Outlook2CRM solution! Use at your own risk.