Search found 170 matches

by tkilshaw
Wed May 31, 2006 4:42 pm
Forum: General discussion and questions about Aware IM
Topic: finding duplicates and offering choices
Replies: 8
Views: 18346

Thankyou. That sounds like it may deal with this problem quite well.

Terry
by tkilshaw
Tue May 30, 2006 11:28 pm
Forum: General discussion and questions about Aware IM
Topic: mail round tripping issues
Replies: 6
Views: 16070

Looks like I'm changing my mind on this one again! There is simply no way to disambiguate to whom incoming emails are meant to be sent, because any RegularUser may send an email to any Contact without an Account being involved. I really don't see a sensible way to do what is needed without multiple ...
by tkilshaw
Tue May 30, 2006 7:23 pm
Forum: General discussion and questions about Aware IM
Topic: HTML presentations: How to?
Replies: 2
Views: 8367

By the way, I have tried creating a report and exporting that, so that I can import it as a presentation. When I click the Export button on the first report design page I get an error: Unable to export template file due to system error: ...\RDDoc43676 (The system cannot find the file specified). Terry
by tkilshaw
Tue May 30, 2006 7:04 pm
Forum: General discussion and questions about Aware IM
Topic: HTML presentations: How to?
Replies: 2
Views: 8367

HTML presentations: How to?

Do you have any documentation and/or examples of how to make an HTML presentation? There are numerous places in the user manual that talk about this but none that I can find that show how. In particular, how to create an HTML presentation that can show query results like a list of tasks or accounts....
by tkilshaw
Tue May 30, 2006 4:42 pm
Forum: General discussion and questions about Aware IM
Topic: mail round tripping issues
Replies: 6
Views: 16070

Thanks. I think we will use something similar to your last suggestion.

Terry
by tkilshaw
Tue May 30, 2006 4:40 pm
Forum: General discussion and questions about Aware IM
Topic: Reference item presentation rules
Replies: 3
Views: 10261

"you will be able to use the condition you want as soon as we add support for the SystemSettings object".

Very good. How soon?

Also, are you considering adding display rule support for the output of Queries, ao that they will work the same as items in references?

Terry
by tkilshaw
Tue May 30, 2006 4:37 pm
Forum: General discussion and questions about Aware IM
Topic: finding duplicates and offering choices
Replies: 8
Views: 18346

We don't consider your suggestion to be a good approach. Easy of initial Account creation is very important. Your suggestion forces a two stage process on the user, and makes them use buttons above or below the main Account form to add a Contact and Company, both of which need to be checked for dupl...
by tkilshaw
Mon May 29, 2006 11:25 pm
Forum: General discussion and questions about Aware IM
Topic: Tag questions
Replies: 1
Views: 6752

Tag questions

What I'm working towards is a way to present a task completion, or non-completion summary for all salespersons. So the query on this report is: FIND RegularUser WHERE RegularUser.AccessLevel='SalesPerson' AND RegularUser.Active='Yes' ORDER BY RegularUser.LoginName. The following rule in a tag works:...
by tkilshaw
Mon May 29, 2006 7:20 pm
Forum: General discussion and questions about Aware IM
Topic: Reference item presentation rules
Replies: 3
Views: 10261

Reference item presentation rules

When a reference is used in a form its possible to set its Item Rules to display each row differently. It doesn't appear to be possible to use functions in these rules. They seem to want just very simple expressions based only on the object whose instanes are beeing displayed. What is the set of res...
by tkilshaw
Mon May 29, 2006 6:21 pm
Forum: General discussion and questions about Aware IM
Topic: finding duplicates and offering choices
Replies: 8
Views: 18346

I was very intrigued by the code example you gave. I see here that a USING expression is appended to the process call. I'm really not sure why. I thought that processes that run sequentially automatically inherit their predecessor's context - though there have been times when I have been unable to m...
by tkilshaw
Mon May 29, 2006 5:46 pm
Forum: General discussion and questions about Aware IM
Topic: mail round tripping issues
Replies: 6
Views: 16070

Thanks for your reply. I don't think that any of the proposed solutions works for us. [quote]The idea is to register the staff member who sent email to a Contact when saving the outgoing email in the system. When a reply comes back from the Contact, get the staff member from the latest outgoing emai...
by tkilshaw
Thu May 25, 2006 11:22 pm
Forum: General discussion and questions about Aware IM
Topic: mail round tripping issues
Replies: 6
Views: 16070

mail round tripping issues

As far as I understand the built-in email facilities of Aware IM, there is a problem connecting incoming mail back up to its sender. Suppose that BO Contact is intelligent. Suppose that when an email is sent to a Contact the To address is set to the Contact.EmailAddress. If the user replies from the...
by tkilshaw
Thu May 25, 2006 8:41 pm
Forum: General discussion and questions about Aware IM
Topic: select all?
Replies: 1
Views: 6668

select all?

Sometimes after performing a query the user may want to select all records.

Is there a way to do that?

thanks,

Terry
by tkilshaw
Thu May 25, 2006 6:46 pm
Forum: General discussion and questions about Aware IM
Topic: finding duplicates and offering choices
Replies: 8
Views: 18346

finding duplicates and offering choices

When a new Contact instance is entered, before the record is actually created, I want to check for duplicates. A duplicate is where Contact.FirstName and Contact.LastName match. The following code does that: If EXISTS Contact WHERE (TO_UPPER_CASE(Contact.FirstName)=TO_UPPER_CASE(ThisContact.FirstNam...
by tkilshaw
Wed May 24, 2006 11:05 pm
Forum: General discussion and questions about Aware IM
Topic: wish: Time Picker
Replies: 1
Views: 6664

wish: Time Picker

the time picker shows a popup menu for the month, a left clickable for the year before, a right clickable for the year after, a month view with selectable weekdays and a rather complex mechanism for selecting the hour and minute. I'd like to see the Year become a popup or easier mechanism, so that y...