CRM Macro Type Functionality

I see that there is an outstanding enhancement request from Aug of 2009, but in that time, I am interested in how users are overcoming the lack of Macro availability in Visual CRM.

The current need is to select an account and push a button that launches the estimating window in Visual and populates that estimate with the selected accounts info.

Find more posts tagged with

VISUAL - Enterprise General Discussions

Comments

unknown

Hallo Patric, I don´t understand your question.
I need the Infor 365 for Looking for important solutions for InforCom.

Because of that I´ve requested for an account.

Regard,
Karsten

unknown

I started an incident - there is no Macro type functionality in CRM. What we want to do is so easy. Highlight the account in my accounts, right click, or press a button, or launch the app in some other way and have it create an estimate in Visual, with the Accounts info already input. We are not going to create a quote, as we don't need that extra layer of work.

unknown

Just updating so all can see what we ended up doing –

Crib notes – programmatically create estimate in Visual, then launch the estimating window and bring it up.

So, not a push, per say, but accomplished the mission – here’s the path we started on –
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
"Macro" type capability has been in CRM since the Jeff Holway days (I needed it to win a sales cycle and they added it overnight!) It's not EXACTLY a macro, but very powerful if you have some basic programming knowledge.

Here are the basics:

>ADMIN >Navbar and Plug-ins

Select "Action Menu" tab (Experts can run with it from here)

If you need more: Each line in grid runs a parameter based command that can run anything that takes a parameter related to the table you're viewing.

So...If you're in the account screen, you can launch a program that knows what record CRM is currently highlighting (ID parameter).

A relatively simple VB program takes that parameter, queries for applicable CRM data, creates text file for the OnLoad macro in estimating, then creates and launches the VMX file to open Estimating (or whatever window you want).
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Can you take a look at the part of the CRM program to see how this part works: "Each line in grid runs a parameter based command that can run anything that takes a parameter related to the table you're viewing." I posted a lot of Visual VMS macros with a couple of the presentations that I gave to the Michigan Visual Users group. If you have access to the vmneug.org website, take a look at some of the shared presentations - especially the one from June 2009. Those VMS macros are really VBS scripts that can be executed by the Windows operating system (actually by either wscript.exe or cscript.exe that are supplied with Windows), and there are several example scripts where I queried an Oracle Database - you should be able to do modify the script to query a SQL Server database instead. The June 2009 presentation also includes an example (in Excel) of creating a VMX file and using it to launch one of several Visual modules.

So, if I understand what the above you could have the CRM module automatically start cscript.exe customscript.vbs with a passed in command line parameter. Inside the customscript.vbs script file you would read the passed in command line parameter, query the database to retrieve the rest of the relevant information, write out a VMX file that would tell Visual to run the Estimating Window, write out a OnLoad macro for the Estimating window that supplies initial values for the Estimating Windows, then START (a Windows command line command) the generated VMX file, wait a minute or two, and then delete the OnLoad macro for the Estimating Window.

Copyright © 2025 Infor. All rights reserved.