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 Campaign and Accounts
 
july
43 posts
Joined
3/30/2007

Campaign and Accounts
Posted: 03 Sep 07 5:14 AM

I've seen that is it possible to link Campaign to Contacts ... but I would like to link a Campaign with some Accounts... How Can I do it???

 

support
2240 posts
1st
Joined
1/3/2006

Re: Campaign and Accounts
Posted: 03 Sep 07 8:46 AM

Linking accounts to campaigns would take some custom programming.  We link contacts to campaigns so that we can send the contacts emails.

 

july
43 posts
Joined
3/30/2007

Re: Campaign and Accounts
Posted: 03 Sep 07 11:14 AM
Thanks for your reply.... but for allow to add Accounts... what could I do in the code?

Thanks for help me!
support
2240 posts
1st
Joined
1/3/2006

Re: Campaign and Accounts
Posted: 03 Sep 07 1:53 PM
In the Campaigns folder, copy the ProspectLists.aspx files and rename all references of ProspectLists to Accounts.  Add an entry to the DETAILVIEWS_RELATIONSHIPS table for Campaigns.DetailView.  Create view vwCAMPAIGNS_ACCOUNTS.  Create a CAMPAIGNS_ACCOUNTS table plus the stored procedures to insert and delete entries. 
july
43 posts
Joined
3/30/2007

Re: Campaign and Accounts
Posted: 04 Sep 07 10:03 AM


Thanks for help me!

I've tried to do it... but I need help


I've created

AccountLists.ascx.cs

from ProspectList file


namespace SplendidCRM.Campaigns
{
 /// <summary>
 ///  Summary description for ProspectLists.
 /// </summary>
    public class AccountLists : SplendidControl
 {
  protected Guid            gID                ;
  protected DataView        vwMain             ;
  protected SplendidGrid    grdMain            ;
  protected Label           lblError           ;
  protected HtmlInputHidden txtPROSPECT_LIST_ID;


what to modify in this file??? (that is the original ProspectList file)

 

 

I've create

AccountList.ascx

from ProspectList file


what to modify in this page??? (that is the original aspx prospetctlist file)

 

I've created this view

vwCAMPAIGNS_ACCOUNT_LISTS

SELECT     ID, DELETED, CREATED_BY, DATE_ENTERED, MODIFIED_USER_ID, DATE_MODIFIED, ASSIGNED_USER_ID, TEAM_ID, NAME, ACCOUNT_TYPE,
                      PARENT_ID, INDUSTRY, ANNUAL_REVENUE, PHONE_FAX, BILLING_ADDRESS_STREET, BILLING_ADDRESS_CITY, BILLING_ADDRESS_STATE,
                      BILLING_ADDRESS_POSTALCODE, BILLING_ADDRESS_COUNTRY, DESCRIPTION, RATING, PHONE_OFFICE, PHONE_ALTERNATE, EMAIL1, EMAIL2,
                      WEBSITE, OWNERSHIP, EMPLOYEES, SIC_CODE, TICKER_SYMBOL, SHIPPING_ADDRESS_STREET, SHIPPING_ADDRESS_CITY,
                      SHIPPING_ADDRESS_STATE, SHIPPING_ADDRESS_POSTALCODE, SHIPPING_ADDRESS_COUNTRY
FROM         dbo.ACCOUNTS

 


Another question

I must to modify  files (or create different files) in this folder: \App_Code\ProspectLists\

 

 


I've create the table

CREATE TABLE [dbo].[ACCOUNTS_CAMPAIGNS](
 [ID] [uniqueidentifier] NOT NULL DEFAULT (newid()),
 [DELETED] [bit] NOT NULL DEFAULT (0),
 [CREATED_BY] [uniqueidentifier] NULL,
 [DATE_ENTERED] [datetime] NOT NULL DEFAULT (getdate()),
 [MODIFIED_USER_ID] [uniqueidentifier] NULL,
 [DATE_MODIFIED] [datetime] NOT NULL DEFAULT (getdate()),
 [ACCOUNT_ID] [uniqueidentifier] NOT NULL,
 [CAMPAIGN_ID] [uniqueidentifier] NOT NULL,
 CONSTRAINT [PK_ACCOUNTS_CAMPAIGNS] PRIMARY KEY CLUSTERED
(
 [ID] ASC
)WITH (PAD_INDEX  = OFF, STATISTICS_NORECOMPUTE  = OFF, IGNORE_DUP_KEY = OFF, ALLOW_ROW_LOCKS  = ON, ALLOW_PAGE_LOCKS  = ON) ON [PRIMARY]
) ON [PRIMARY]

GO
ALTER TABLE [dbo].[ACCOUNTS_CAMPAIGNS]  WITH CHECK ADD  CONSTRAINT [FK_ACCOUNTS_CAMPAIGNS_ACCOUNT_ID] FOREIGN KEY([ACCOUNT_ID])
REFERENCES [dbo].[ACCOUNTS] ([ID])
GO
ALTER TABLE [dbo].[ACCOUNTS_CAMPAIGNS] CHECK CONSTRAINT [FK_ACCOUNTS_CAMPAIGNS_ACCOUNT_ID]
GO
ALTER TABLE [dbo].[ACCOUNTS_CAMPAIGNS]  WITH CHECK ADD  CONSTRAINT [FK_ACCOUNTS_CAMPAIGNS_CAMPAIGN_ID] FOREIGN KEY([CAMPAIGN_ID])
REFERENCES [dbo].[CAMPAIGNS] ([ID])
GO
ALTER TABLE [dbo].[ACCOUNTS_CAMPAIGNS] CHECK CONSTRAINT [FK_ACCOUNTS_CAMPAIGNS_CAMPAIGN_ID]

 

 

 


In the DETAILSVIEWS_RELATIONSHIP I've inserted this record

ba04dea2-fcf0-4e66-9e0c-1d1dc03fe233 False NULL 06/08/2007 0.00.00 NULL 06/08/2007 0.00.00 Campaigns.DetailView AccountList AccountList 4


Is it right the name "AccountList"??

I've created update and delete SP

and now??

Thanks

 

 

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