Morning,
Has anyone had any experience with attaching a file to a Customer Activity record using a stored procedure?
We use TaskCentre to run a stored procedure to generate activities for emails but would like to start adding a pdf version of the email as an activity (the same way iEmail does).
Before I go down the road of trying to write it I wanted to see if their was generic code floating around.
Cheers!
Hi Bruce
Thanks for your reply. That sounds like a great solution but unfortunately the users for this are on the iMIS client.
Where is the "President's Club submissions catalog"?
Cheers
Andrew
Some iParts will work even in Desktop iMIS (I think).
I'm not sure exactly where the catalog appears on ASI's site, but your AiSP should be able to show you a copy. They gave out hardcopy at the Innovations conference, but they usually create PDFs as well.
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Bruce Wilson
Director, Technical Services
RSM McGladrey, Inc.
We did at one point
We explored doing something like that for one client, but since most of their users are on the web, we decided to store the files on the iMIS app server (web server) and store only a URL in the Activity which the users could use to get at the file. This keeps the database smaller and works better for remote users. We organized the "attachments" by category, ID and year to make it easier to purge later.
If you're interested, we wrote the interface for this as an iPart. The details are in the Presidents Club submissions catalog, or email me directly for more details.
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Bruce Wilson
Director, Technical Services
RSM McGladrey, Inc.