Thursday, November 22, 2012

CMRFly - a new CRM system on Windows


I was just browsing my HackerNews RSS feed when I cam across a post with screenshots of CRMFly, a small CRM tool developed for the Windows platform. It looks like a very watered down version of the most common CRM functions in a small executable package. Some of the screenshots of the application show it's similarity to Microsoft Outlook. And for more, head up to CRMFly website.

Interestingly, the customer support site of the tool looks like it is built on Desk.com. Desk.com is a new offering from Salesforce.com for small and medium businesses.

Tasks


Track your projects and tasks in the same location as you track your leads and opportunities.   A project can have many tasks and Each Project is tied to a customer.

Configuration


With Configurable lists, you can control your workflow. Configure your own Task Statuses, Project Statuses, Task Contexts, Project Types, Product Types, Goal Types, Opportunity Statuses, Goal Types, and more.

Sunday, November 11, 2012

Browser Scripts–‘this’ is a problem

 

One issue I have faced numerous times with Siebel’s browser scripts is that the ‘this’ reference is not recognized when invoked in a separate function.

This code works fine when written directly in the PreInvoke section of the applet:

function Applet_PreInvokeMethod(name, inputPropSet)
{
    if (name == "CustomMethod")
    {
        alert(this.Name());
        return ("CancelOperation");
    }
    return ("ContinueOperation");
}

 

But if you decide to move the code into a separate function of its own:

function Demo()
{
    alert(this.Name());
}

function Applet_PreInvokeMethod(name, inputPropSet)
{
    if (name == "CustomMethod")
    {
        Demo();
        return ("CancelOperation");
    }
    return ("ContinueOperation");
}

..the system will start giving errors saying method not defined.  This really gets in the way when there is not of field access and manipulation required in the function. One way out is to pass the this reference directly as an argument into the function.

function Demo(applet)
{
    alert(applet.Name());
}

function Applet_PreInvokeMethod(name, inputPropSet)
{
    if (name == "CustomMethod")
    {
        Demo(this);
        return ("CancelOperation");
    }
    return ("ContinueOperation");
}

 

Another way I have seen recently is to use a global variable for the applet and use that instead of the this. The variable has to be initialized in Applet_Load event

declarations()
{
    var g_oApplet;
}
function Applet_Load()
{
    g_oApplet = this;
}
function Demo()
{
    alert(g_oApplet.Name());
}
function Applet_PreInvokeMethod(name, inputPropSet)
{
    if (name == "CustomMethod")
    {
        Demo();
        return ("CancelOperation");
    }
    return ("ContinueOperation");
}