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  • 1.  Access to Customer Contacts in S/O Entry

    Posted 09-29-2022 13:42
    Upon adding a button in S/O Entry for Customer Contacts, it yields the below error 65.  I'm guessing that's because it's not properly first picking up the applicable customer #.  In addition to a Script (if that's even possible here), I'm wondering if there's a somewhat simple way to get the button to work.  Basically, the user wants to be able to grab (copy/paste) the contact's e-mail to the S/O Entry e-mail field.  In the interim I've suggested the following options:

    1. Click the Confirm To lookup in S/O Entry for a list of contacts, incl the ability to add the e-mail column, but that won't allow for copying/pasting the e-mail.
    2. Just click the Customer button in upper-right of S/O Entry, then click 'Primary Contact' link to open the Contacts screen.
    3. Add a button that opens the Contacts Report:  then specify customer #, single-click e-mail address in preview, ctrl-C to copy, then paste in S/O Entry.
    4. If feasible, Script to have the contact e-mail come in automatically instead of the Ship-to e-mail.  And/Or if needed we could always create a new e-mail field in S/O Entry.




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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 2.  RE: Access to Customer Contacts in S/O Entry

    Posted 10-03-2022 13:25
    What do you have in your "link"?

    Is your goal to copy the e-mail address from the primary contact or to be able to select from multiple different contacts?  If just from the primary contact you could probably do a simple script to automatically copy the e-mail address.  If you want to select from multiple contacts that might be a bit more difficult.

    What is their reason for wanting to do this?  I ask because one can set up paperless office delivery to deliver by customer contacts automatically,  however that would not necessarily work if it is not the same contact every time.

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    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
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  • 3.  RE: Access to Customer Contacts in S/O Entry

    Posted 10-04-2022 11:13
    Thanks, @Thomas Rogers.  My button/link is just pointing to Customer Contact Maint/Inq​.  The client just wants to be able to grab the contact's e-mail (not necessarily the Primary) from Contact Maint and populate the S/O Entry e-mail field.

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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 4.  RE: Access to Customer Contacts in S/O Entry

    Posted 10-05-2022 11:11
    An idea:
    • column post validate on the confirm to name field (plus and event that will work for customer default contacts).
    • open an object to the contact table, set a browse filter for the division-customer, and loop until you find the name.
    • when found, get the email address and use it... if not found, someone typed in the order confirm to name instead of using the lookup.


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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
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