CRM Visitors - Revision history

CrmtogetherPortal at 12:37, 30 May 2019

2019-05-30T12:37:16Z

← Older revision		Revision as of 13:37, 30 May 2019
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	----		----

	Trigger on visitor table that sets the users email address as the logon id (the logon id field should be expanded to ~~255 chars~~ before using this)		Trigger on visitor table that sets the users email address as the logon id (the logon id field should be expanded to make sure the data fits before using this)

	create trigger [dbo].[UpdateLogonId]		create trigger [dbo].[UpdateLogonId]

CrmtogetherPortal at 12:36, 30 May 2019

2019-05-30T12:36:45Z

← Older revision		Revision as of 13:36, 30 May 2019
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	create trigger [dbo].[UpdateLogonId]		create trigger [dbo].[UpdateLogonId]

	on [dbo].[Visitor]		on [dbo].[Visitor]

	after insert, update		after insert, update
			as
	as		begin
			set nocount on;
	begin		declare @visiId int
			DECLARE @Email VARCHAR(50)
	set nocount on;		select @visiId = INSERTED.Visi_VisitorId
			from inserted
			select @Email = INSERTED.Visi_EmailAddress
	declare @visiId int		from inserted
			update Visitor
	DECLARE @Email VARCHAR(50)		SET Visi_LogonId = @Email
			WHERE Visi_VisitorId = @visiId
			END
	select @visiId = INSERTED.Visi_VisitorId

	from inserted


	select @Email = INSERTED.Visi_EmailAddress

	from inserted


	update Visitor

	SET Visi_LogonId = @Email

	WHERE Visi_VisitorId = @visiId


	END

CrmtogetherPortal at 12:35, 30 May 2019

2019-05-30T12:35:55Z

← Older revision		Revision as of 13:35, 30 May 2019
Line 20:		Line 20:

	[https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2014/09/03/sage-crm-7-2-administering-self-service-visitors.aspx "Sage CRM 7.2: Administering Self Service Visitors"]		[https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2014/09/03/sage-crm-7-2-administering-self-service-visitors.aspx "Sage CRM 7.2: Administering Self Service Visitors"]


			----

			Trigger on visitor table that sets the users email address as the logon id (the logon id field should be expanded to 255 chars before using this)

			create trigger [dbo].[UpdateLogonId]

			on [dbo].[Visitor]

			after insert, update

			as

			begin

			set nocount on;


			declare @visiId int

			DECLARE @Email VARCHAR(50)


			select @visiId = INSERTED.Visi_VisitorId

			from inserted


			select @Email = INSERTED.Visi_EmailAddress

			from inserted


			update Visitor

			SET Visi_LogonId = @Email

			WHERE Visi_VisitorId = @visiId


			END

CrmtogetherPortal at 19:18, 25 August 2016

2016-08-25T19:18:40Z

← Older revision		Revision as of 20:18, 25 August 2016
Line 19:		Line 19:
	See also		See also

	[https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2014/09/03/sage-crm-7-2-administering-self-service-visitors.aspx]		[https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2014/09/03/sage-crm-7-2-administering-self-service-visitors.aspx "Sage CRM 7.2: Administering Self Service Visitors"]

CrmtogetherPortal at 19:18, 25 August 2016

2016-08-25T19:18:14Z

← Older revision		Revision as of 20:18, 25 August 2016
Line 15:		Line 15:

	[[File:Ss3.png]]		[[File:Ss3.png]]


			See also

			[https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2014/09/03/sage-crm-7-2-administering-self-service-visitors.aspx]

CrmtogetherPortal at 19:15, 25 August 2016

2016-08-25T19:15:15Z

← Older revision		Revision as of 20:15, 25 August 2016
Line 8:		Line 8:
	[[File:Ss1.png]]		[[File:Ss1.png]]

	Uncheck the "~~Anonymour~~ visitors only" checkbox and click filter to see the people		Uncheck the "Anonymous visitors only" checkbox and click filter to see the people

	[[File:Ss2.png]]		[[File:Ss2.png]]

CrmtogetherPortal at 19:15, 25 August 2016

2016-08-25T19:15:01Z

← Older revision		Revision as of 20:15, 25 August 2016
Line 6:		Line 6:
	Administration -> System -> Self Service		Administration -> System -> Self Service

	[[File:~~ss1~~.png]]		[[File:Ss1.png]]

	Uncheck the "Anonymour visitors only" checkbox and click filter to see the people		Uncheck the "Anonymour visitors only" checkbox and click filter to see the people

	[[File:~~ss2~~.png]]		[[File:Ss2.png]]

	Visitor maintenance is available at		Visitor maintenance is available at

	[[File:~~ss3~~.png]]		[[File:Ss3.png]]

CrmtogetherPortal: Created page with "Within CRM itself you can view any person records recorded as registered visitors in CRM To do this logon as a user with admin rights Click Administration -> System -> Sel..."

2016-08-25T19:12:22Z

Created page with "Within CRM itself you can view any person records recorded as registered visitors in CRM To do this logon as a user with admin rights Click Administration -> System -> Sel..."

New page

Within CRM itself you can view any person records recorded as registered visitors in CRM

To do this logon as a user with admin rights

Click
Administration -> System -> Self Service

[[File:ss1.png]]

Uncheck the "Anonymour visitors only" checkbox and click filter to see the people

[[File:ss2.png]]

Visitor maintenance is available at

[[File:ss3.png]]