Page 5052 Contact List, source in 29
Source29
src/Layers/W1/BaseApp/CRM/Contact/ContactList.Page.al1249 lines, Copyright (c) Microsoft Corporation. MIT
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.CRM.Contact;
using Microsoft.Bank.BankAccount;
using Microsoft.CRM.BusinessRelation;
using Microsoft.CRM.Comment;
using Microsoft.CRM.Interaction;
using Microsoft.CRM.Opportunity;
using Microsoft.CRM.Outlook;
using Microsoft.CRM.Profiling;
using Microsoft.CRM.Reports;
using Microsoft.CRM.Segment;
using Microsoft.CRM.Setup;
using Microsoft.CRM.Task;
using Microsoft.Integration.Dataverse;
using Microsoft.Pricing.Calculation;
using Microsoft.Pricing.PriceList;
using Microsoft.Pricing.Source;
using Microsoft.Sales.Document;
using Microsoft.Sales.Pricing;
using System.Email;
using System.Integration.Word;
using System.Text;
page 5052 "Contact List"
{
ApplicationArea = Basic, Suite, Service;
Caption = 'Contacts';
CardPageID = "Contact Card";
DataCaptionFields = "Company No.";
Editable = false;
PageType = List;
AboutTitle = 'About Contacts';
AboutText = 'Manage and organize business relationships by storing contact details for people and companies, linking them to customers, vendors, employees, or bank accounts, and tracking communication and interaction history for efficient relationship management.';
SourceTable = Contact;
SourceTableView = sorting("Company Name", "Company No.", Type, Name);
UsageCategory = Lists;
layout
{
area(content)
{
repeater(Control1)
{
ShowCaption = false;
field("No."; Rec."No.")
{
ApplicationArea = All;
Style = Strong;
StyleExpr = StyleIsStrong;
}
field(Name; Rec.Name)
{
ApplicationArea = All;
Style = Strong;
StyleExpr = StyleIsStrong;
}
field("Name 2"; Rec."Name 2")
{
ApplicationArea = All;
Importance = Additional;
Visible = false;
}
field("Company Name"; Rec."Company Name")
{
ApplicationArea = All;
}
field("Job Title"; Rec."Job Title")
{
ApplicationArea = All;
Importance = Additional;
Visible = false;
}
field("Business Relation"; Rec."Contact Business Relation")
{
ApplicationArea = All;
}
field("Post Code"; Rec."Post Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Country/Region Code"; Rec."Country/Region Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Phone No."; Rec."Phone No.")
{
ApplicationArea = Basic, Suite;
}
field("Mobile Phone No."; Rec."Mobile Phone No.")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("E-Mail"; Rec."E-Mail")
{
ApplicationArea = Basic, Suite;
ExtendedDatatype = EMail;
ToolTip = 'Specifies the contact''s email.';
}
field("Fax No."; Rec."Fax No.")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Salesperson Code"; Rec."Salesperson Code")
{
ApplicationArea = Suite;
}
field("Territory Code"; Rec."Territory Code")
{
ApplicationArea = RelationshipMgmt;
}
field("Currency Code"; Rec."Currency Code")
{
ApplicationArea = Suite;
Visible = false;
}
field("Language Code"; Rec."Language Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Search Name"; Rec."Search Name")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Privacy Blocked"; Rec."Privacy Blocked")
{
ApplicationArea = Basic, Suite;
Importance = Additional;
Visible = false;
}
field(Minor; Rec.Minor)
{
ApplicationArea = Basic, Suite;
Importance = Additional;
Visible = false;
}
field("Parental Consent Received"; Rec."Parental Consent Received")
{
ApplicationArea = Basic, Suite;
Importance = Additional;
Visible = false;
}
field("Coupled to Dataverse"; Rec."Coupled to Dataverse")
{
ApplicationArea = All;
Visible = CRMIntegrationEnabled or CDSIntegrationEnabled;
}
}
}
area(factboxes)
{
part(Control128; "Contact Statistics FactBox")
{
ApplicationArea = RelationshipMgmt;
SubPageLink = "No." = field("No."),
"Date Filter" = field("Date Filter");
}
systempart(Control1900383207; Links)
{
ApplicationArea = RecordLinks;
}
systempart(Control1905767507; Notes)
{
ApplicationArea = Notes;
}
}
}
actions
{
area(navigation)
{
group("C&ontact")
{
Caption = 'C&ontact';
Image = ContactPerson;
group("Comp&any")
{
Caption = 'Comp&any';
Enabled = CompanyGroupEnabled;
Image = Company;
action("Business Relations")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Business Relations';
Image = BusinessRelation;
RunObject = Page "Contact Business Relations";
RunPageLink = "Contact No." = field("Company No.");
ToolTip = 'View or edit the contact''s business relations, such as customers, vendors, banks, lawyers, consultants, competitors, and so on.';
}
action("Industry Groups")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Industry Groups';
Image = IndustryGroups;
RunObject = Page "Contact Industry Groups";
RunPageLink = "Contact No." = field("Company No.");
ToolTip = 'View or edit the industry groups, such as Retail or Automobile, that the contact belongs to.';
}
action("Web Sources")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Web Sources';
Image = Web;
RunObject = Page "Contact Web Sources";
RunPageLink = "Contact No." = field("Company No.");
ToolTip = 'View a list of the web sites with information about the contacts.';
}
}
group("P&erson")
{
Caption = 'P&erson';
Enabled = PersonGroupEnabled;
Image = User;
action("Job Responsibilities")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Job Responsibilities';
Image = Job;
ToolTip = 'View or edit the contact''s job responsibilities.';
trigger OnAction()
var
ContJobResp: Record "Contact Job Responsibility";
begin
Rec.CheckContactType(Rec.Type::Person);
ContJobResp.SetRange("Contact No.", Rec."No.");
PAGE.RunModal(PAGE::"Contact Job Responsibilities", ContJobResp);
end;
}
}
action("Pro&files")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Pro&files';
Image = Answers;
ToolTip = 'Open the Profile Questionnaires window.';
trigger OnAction()
var
ProfileManagement: Codeunit ProfileManagement;
begin
ProfileManagement.ShowContactQuestionnaireCard(Rec, '', 0);
end;
}
action("&Picture")
{
ApplicationArea = Suite, RelationshipMgmt;
Caption = '&Picture';
Image = Picture;
RunObject = Page "Contact Picture";
RunPageLink = "No." = field("No.");
ToolTip = 'View or add a picture of the contact person or, for example, the company''s logo.';
}
action("Co&mments")
{
ApplicationArea = Comments;
Caption = 'Co&mments';
Image = ViewComments;
RunObject = Page "Rlshp. Mgt. Comment Sheet";
RunPageLink = "Table Name" = const(Contact),
"No." = field("No."),
"Sub No." = const(0);
ToolTip = 'View or add comments for the record.';
}
group("Alternati&ve Address")
{
Caption = 'Alternati&ve Address';
Image = Addresses;
action(Card)
{
ApplicationArea = Basic, Suite;
Caption = 'Card';
Image = EditLines;
RunObject = Page "Contact Alt. Address List";
RunPageLink = "Contact No." = field("No.");
ToolTip = 'View or change detailed information about the contact.';
}
action("Date Ranges")
{
ApplicationArea = Basic, Suite;
Caption = 'Date Ranges';
Image = DateRange;
RunObject = Page "Contact Alt. Addr. Date Ranges";
RunPageLink = "Contact No." = field("No.");
ToolTip = 'Specify date ranges that apply to the contact''s alternate address.';
}
}
}
group(ActionGroupCRM)
{
Caption = 'Dataverse';
Visible = CRMIntegrationEnabled or CDSIntegrationEnabled;
action(CRMGotoContact)
{
ApplicationArea = Suite;
Caption = 'Contact';
Enabled = (Rec.Type <> Rec.Type::Company) and (Rec."Company No." <> '');
Image = CoupledContactPerson;
ToolTip = 'Open the coupled Dataverse contact.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.ShowCRMEntityFromRecordID(Rec.RecordId);
end;
}
action(CRMSynchronizeNow)
{
AccessByPermission = TableData "CRM Integration Record" = IM;
ApplicationArea = Suite;
Caption = 'Synchronize';
Enabled = (Rec.Type <> Rec.Type::Company) and (Rec."Company No." <> '');
Image = Refresh;
ToolTip = 'Send or get updated data to or from Dataverse.';
trigger OnAction()
var
Contact: Record Contact;
CRMIntegrationManagement: Codeunit "CRM Integration Management";
ContactRecordRef: RecordRef;
begin
CurrPage.SetSelectionFilter(Contact);
Contact.Next();
if Contact.Count = 1 then
CRMIntegrationManagement.UpdateOneNow(Contact.RecordId)
else begin
ContactRecordRef.GetTable(Contact);
CRMIntegrationManagement.UpdateMultipleNow(ContactRecordRef);
end
end;
}
group(Coupling)
{
Caption = 'Coupling', Comment = 'Coupling is a noun';
Enabled = (Rec.Type <> Rec.Type::Company) and (Rec."Company No." <> '');
Image = LinkAccount;
ToolTip = 'Create, change, or delete a coupling between the Business Central record and a Dataverse record.';
action(ManageCRMCoupling)
{
AccessByPermission = TableData "CRM Integration Record" = IM;
ApplicationArea = Suite;
Caption = 'Set Up Coupling';
Image = LinkAccount;
ToolTip = 'Create or modify the coupling to a Dataverse contact.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.DefineCoupling(Rec.RecordId);
end;
}
action(MatchBasedCoupling)
{
AccessByPermission = TableData "CRM Integration Record" = IM;
ApplicationArea = Suite;
Caption = 'Match-Based Coupling';
Image = CoupledContactPerson;
ToolTip = 'Couple contacts to contacts in Dataverse based on criteria.';
trigger OnAction()
var
Contact: Record Contact;
CRMIntegrationManagement: Codeunit "CRM Integration Management";
RecRef: RecordRef;
begin
CurrPage.SetSelectionFilter(Contact);
RecRef.GetTable(Contact);
CRMIntegrationManagement.MatchBasedCoupling(RecRef);
end;
}
action(DeleteCRMCoupling)
{
AccessByPermission = TableData "CRM Integration Record" = D;
ApplicationArea = Suite;
Caption = 'Delete Coupling';
Enabled = CRMIsCoupledToRecord;
Image = UnLinkAccount;
ToolTip = 'Delete the coupling to a Dataverse contact.';
trigger OnAction()
var
Contact: Record Contact;
CRMCouplingManagement: Codeunit "CRM Coupling Management";
RecRef: RecordRef;
begin
CurrPage.SetSelectionFilter(Contact);
RecRef.GetTable(Contact);
CRMCouplingManagement.RemoveCoupling(RecRef);
end;
}
}
group(Create)
{
Caption = 'Create';
Image = NewCustomer;
action(CreateInCRM)
{
ApplicationArea = Suite;
Caption = 'Create Contact in Dataverse';
Enabled = (Rec.Type <> Rec.Type::Company) and (Rec."Company No." <> '');
Image = NewCustomer;
ToolTip = 'Create a contact in Dataverse that is linked to a contact in your company.';
trigger OnAction()
var
Contact: Record Contact;
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CurrPage.SetSelectionFilter(Contact);
CRMIntegrationManagement.CreateNewRecordsInCRM(Contact);
end;
}
action(CreateFromCRM)
{
ApplicationArea = Suite;
Caption = 'Create Contact in Business Central';
Image = NewCustomer;
ToolTip = 'Create a contact here in your company that is linked to the Dataverse contact.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.CreateNewContactFromCRM();
end;
}
}
action(ShowLog)
{
ApplicationArea = Suite;
Caption = 'Synchronization Log';
Image = Log;
ToolTip = 'View integration synchronization jobs for the contact table.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.ShowLog(Rec.RecordId);
end;
}
}
group("Related Information")
{
Caption = 'Related Information';
Image = Users;
action("Relate&d Contacts")
{
ApplicationArea = Basic, Suite;
Caption = 'Relate&d Contacts';
Image = Users;
ToolTip = 'View a list of all contacts.';
trigger OnAction()
var
Contact: Record Contact;
ContactList: Page "Contact List";
begin
Contact.SetRange("Company No.", Rec."Company No.");
ContactList.SetTableView(Contact);
ContactList.Run();
end;
}
action("Segmen&ts")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Segmen&ts';
Image = Segment;
RunObject = Page "Contact Segment List";
RunPageLink = "Contact Company No." = field("Company No."),
"Contact No." = filter(<> ''),
"Contact No." = field(filter("Lookup Contact No."));
RunPageView = sorting("Contact No.", "Segment No.");
ToolTip = 'View the segments that are related to the contact.';
}
action("Mailing &Groups")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Mailing &Groups';
Image = DistributionGroup;
RunObject = Page "Contact Mailing Groups";
RunPageLink = "Contact No." = field("No.");
ToolTip = 'View or edit the mailing groups that the contact is assigned to, for example, for sending price lists or Christmas cards.';
}
action(RelatedCustomer)
{
ApplicationArea = Basic, Suite;
Caption = 'Customer';
Image = Customer;
Enabled = RelatedCustomerEnabled;
ToolTip = 'View the related customer that is associated with the current record.';
trigger OnAction()
var
LinkToTable: Enum "Contact Business Relation Link To Table";
begin
Rec.ShowBusinessRelation(LinkToTable::Customer, false);
end;
}
action(RelatedVendor)
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor';
Image = Vendor;
Enabled = RelatedVendorEnabled;
ToolTip = 'View the related vendor that is associated with the current record.';
trigger OnAction()
var
LinkToTable: Enum "Contact Business Relation Link To Table";
begin
Rec.ShowBusinessRelation(LinkToTable::Vendor, false);
end;
}
action(RelatedBank)
{
ApplicationArea = Basic, Suite;
Caption = 'Bank Account';
Image = BankAccount;
Enabled = RelatedBankEnabled;
ToolTip = 'View the related bank account that is associated with the current record.';
trigger OnAction()
var
LinkToTable: Enum "Contact Business Relation Link To Table";
begin
Rec.ShowBusinessRelation(LinkToTable::"Bank Account", false);
end;
}
action(RelatedEmployee)
{
ApplicationArea = Basic, Suite;
Caption = 'Employee';
Image = Employee;
Enabled = RelatedEmployeeEnabled;
ToolTip = 'View the related employee that is associated with the current record.';
trigger OnAction()
var
LinkToTable: Enum "Contact Business Relation Link To Table";
begin
Rec.ShowBusinessRelation(LinkToTable::Employee, false);
end;
}
}
group(Prices)
{
Caption = 'Prices';
action(PriceLists)
{
ApplicationArea = Basic, Suite;
Caption = 'Sales Price Lists';
Image = Price;
Visible = ExtendedPriceEnabled;
ToolTip = 'View or set up sales price lists for products that you sell to the customer. A product price is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.';
trigger OnAction()
var
PriceUXManagement: Codeunit "Price UX Management";
begin
PriceUXManagement.ShowPriceLists(Rec, Enum::"Price Type"::Sale, Enum::"Price Amount Type"::Any);
end;
}
action(PriceLines)
{
AccessByPermission = TableData "Sales Price Access" = R;
ApplicationArea = Basic, Suite;
Caption = 'Sales Prices';
Image = Price;
Visible = ExtendedPriceEnabled;
ToolTip = 'View or set up sales price lines for products that you sell to the customer. A product price is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.';
trigger OnAction()
var
PriceSource: Record "Price Source";
PriceUXManagement: Codeunit "Price UX Management";
begin
Rec.ToPriceSource(PriceSource);
PriceUXManagement.ShowPriceListLines(PriceSource, Enum::"Price Amount Type"::Price);
end;
}
action(DiscountLines)
{
AccessByPermission = TableData "Sales Discount Access" = R;
ApplicationArea = Basic, Suite;
Caption = 'Sales Discounts';
Image = LineDiscount;
Visible = ExtendedPriceEnabled;
ToolTip = 'View or set up different discounts for products that you sell to the customer. A product line discount is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.';
trigger OnAction()
var
PriceSource: Record "Price Source";
PriceUXManagement: Codeunit "Price UX Management";
begin
Rec.ToPriceSource(PriceSource);
PriceUXManagement.ShowPriceListLines(PriceSource, Enum::"Price Amount Type"::Discount);
end;
}
action(PriceListsDiscounts)
{
ApplicationArea = Basic, Suite;
Caption = 'Price Lists (Discounts)';
Image = LineDiscount;
Visible = false;
ToolTip = 'View or set up different discounts for products that you sell to the customer. A product line discount is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.';
trigger OnAction()
var
PriceUXManagement: Codeunit "Price UX Management";
AmountType: Enum "Price Amount Type";
PriceType: Enum "Price Type";
begin
PriceUXManagement.ShowPriceLists(Rec, PriceType::Sale, AmountType::Discount);
end;
}
}
group(Tasks)
{
Caption = 'Tasks';
Image = Task;
action("T&asks")
{
ApplicationArea = RelationshipMgmt;
Caption = 'T&asks';
Image = TaskList;
RunObject = Page "Task List";
RunPageLink = "Contact Company No." = field("Company No."),
"Contact No." = field(filter("Lookup Contact No.")),
"System To-do Type" = filter(Organizer | "Contact Attendee");
RunPageView = sorting("Contact Company No.", Date, "Contact No.", Closed);
ToolTip = 'View all marketing tasks that involve the contact person.';
}
action("Open Oppo&rtunities")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Open Oppo&rtunities';
Image = OpportunityList;
RunObject = Page "Opportunity List";
RunPageLink = "Contact Company No." = field("Company No."),
"Contact No." = filter(<> ''),
"Contact No." = field(filter("Lookup Contact No.")),
Status = filter("Not Started" | "In Progress");
RunPageView = sorting("Contact Company No.", "Contact No.");
Scope = Repeater;
ToolTip = 'View the open sales opportunities that are handled by salespeople for the contact. Opportunities must involve a contact and can be linked to campaigns.';
}
action("Postponed &Interactions")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Postponed &Interactions';
Image = PostponedInteractions;
RunObject = Page "Postponed Interactions";
RunPageLink = "Contact Company No." = field("Company No."),
"Contact No." = filter(<> ''),
"Contact No." = field(filter("Lookup Contact No."));
RunPageView = sorting("Contact Company No.", "Contact No.");
ToolTip = 'View postponed interactions for the contact.';
}
}
group(Documents)
{
Caption = 'Documents';
Image = Documents;
action(ShowSalesQuotes)
{
ApplicationArea = Basic, Suite;
Caption = 'Sales &Quotes';
Image = Quote;
RunObject = Page "Sales Quotes";
RunPageLink = "Sell-to Contact No." = field("No.");
RunPageView = sorting("Document Type", "Sell-to Contact No.");
ToolTip = 'View sales quotes that exist for the contact.';
}
}
group(History)
{
Caption = 'History';
Image = History;
action("Closed Oppo&rtunities")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Closed Oppo&rtunities';
Image = OpportunityList;
RunObject = Page "Opportunity List";
RunPageLink = "Contact Company No." = field("Company No."),
"Contact No." = filter(<> ''),
"Contact No." = field(filter("Lookup Contact No.")),
Status = filter(Won | Lost);
RunPageView = sorting("Contact Company No.", "Contact No.");
ToolTip = 'View the closed sales opportunities that are handled by salespeople for the contact. Opportunities must involve a contact and can be linked to campaigns.';
}
action("Interaction Log E&ntries")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Interaction Log E&ntries';
Image = InteractionLog;
RunObject = Page "Interaction Log Entries";
RunPageLink = "Contact Company No." = field("Company No."),
"Contact No." = filter(<> ''),
"Contact No." = field(filter("Lookup Contact No."));
RunPageView = sorting("Contact Company No.", "Contact No.");
ShortCutKey = 'Ctrl+F7';
ToolTip = 'View a list of the interactions that you have logged, for example, when you create an interaction, print a cover sheet, a sales order, and so on.';
}
action(Statistics)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Statistics';
Image = Statistics;
RunObject = Page "Contact Statistics";
RunPageLink = "No." = field("No.");
ShortCutKey = 'F7';
ToolTip = 'View statistical information, such as the value of posted entries, for the record.';
}
action("Sent Emails")
{
ApplicationArea = Basic, Suite;
Caption = 'Sent Emails';
Image = ShowList;
ToolTip = 'View a list of emails that you have sent to this contact.';
trigger OnAction()
var
Email: Codeunit Email;
begin
Email.OpenSentEmails(Database::Contact, Rec.SystemId);
end;
}
}
}
area(processing)
{
group("F&unctions")
{
Caption = 'F&unctions';
Image = "Action";
action(MakePhoneCall)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Make &Phone Call';
Image = Calls;
Scope = Repeater;
ToolTip = 'Call the selected contact.';
trigger OnAction()
var
TAPIManagement: Codeunit TAPIManagement;
begin
TAPIManagement.DialContCustVendBank(DATABASE::Contact, Rec."No.", Rec.GetDefaultPhoneNo(), '');
end;
}
action("Launch &Web Source")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Launch &Web Source';
Image = LaunchWeb;
ToolTip = 'Search for information about the contact online.';
trigger OnAction()
var
ContactWebSource: Record "Contact Web Source";
begin
ContactWebSource.SetRange("Contact No.", Rec."Company No.");
if PAGE.RunModal(PAGE::"Web Source Launch", ContactWebSource) = ACTION::LookupOK then
ContactWebSource.Launch();
end;
}
group("Create as")
{
Caption = 'Create as';
Image = CustomerContact;
action(Customer)
{
ApplicationArea = Basic, Suite;
Caption = 'Customer';
Image = Customer;
ToolTip = 'Create the contact as a customer.';
trigger OnAction()
begin
Rec.CreateCustomer();
end;
}
action(Vendor)
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor';
Image = Vendor;
ToolTip = 'Create the contact as a vendor.';
trigger OnAction()
begin
Rec.CreateVendor();
end;
}
action(Bank)
{
AccessByPermission = TableData "Bank Account" = R;
ApplicationArea = Basic, Suite;
Caption = 'Bank';
Image = Bank;
ToolTip = 'Create the contact as a bank.';
trigger OnAction()
begin
Rec.CreateBankAccount();
end;
}
action(CreateEmployee)
{
ApplicationArea = Basic, Suite;
Caption = 'Employee';
Image = Employee;
ToolTip = 'Create the contact as an employee.';
trigger OnAction()
begin
Rec.CreateEmployee();
end;
}
}
group("Link with existing")
{
Caption = 'Link with existing';
Image = Links;
action(Action63)
{
ApplicationArea = Basic, Suite;
Caption = 'Customer';
Image = Customer;
ToolTip = 'Link the contact to an existing customer.';
trigger OnAction()
begin
Rec.CreateCustomerLink();
end;
}
action(Action64)
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor';
Image = Vendor;
ToolTip = 'Link the contact to an existing vendor.';
trigger OnAction()
begin
Rec.CreateVendorLink();
end;
}
action(Action65)
{
AccessByPermission = TableData "Bank Account" = R;
ApplicationArea = Basic, Suite;
Caption = 'Bank';
Image = Bank;
ToolTip = 'Link the contact to an existing bank.';
trigger OnAction()
begin
Rec.CreateBankAccountLink();
end;
}
action(LinkEmployee)
{
ApplicationArea = Basic, Suite;
Caption = 'Employee';
Image = Employee;
ToolTip = 'Link the contact to an existing employee.';
trigger OnAction()
begin
Rec.CreateEmployeeLink();
end;
}
}
}
action("Export Contact")
{
ApplicationArea = Basic, Suite;
Caption = 'Export Contact';
Image = Export;
ToolTip = 'Export Contact';
Enabled = ExportContactEnabled;
trigger OnAction()
var
Contact: Record Contact;
ExportContact: XMLport "Export Contact";
begin
CurrPage.SetSelectionFilter(Contact);
ExportContact.SetTableView(Contact);
ExportContact.Run();
end;
}
action("Create &Interaction")
{
AccessByPermission = TableData Attachment = R;
ApplicationArea = RelationshipMgmt;
Caption = 'Create &Interaction';
Image = CreateInteraction;
ToolTip = 'Create an interaction with a specified contact.';
trigger OnAction()
begin
Rec.CreateInteraction();
end;
}
action("Create Opportunity")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Create Opportunity';
Image = NewOpportunity;
RunObject = Page "Opportunity Card";
RunPageLink = "Contact No." = field("No."),
"Contact Company No." = field("Company No.");
RunPageMode = Create;
ToolTip = 'Register a sales opportunity for the contact.';
}
action(WordTemplate)
{
ApplicationArea = All;
Caption = 'Apply Word Template';
ToolTip = 'Apply a Word template on the selected records.';
Image = Word;
trigger OnAction()
var
Contact: Record Contact;
WordTemplateSelectionWizard: Page "Word Template Selection Wizard";
begin
CurrPage.SetSelectionFilter(Contact);
WordTemplateSelectionWizard.SetData(Contact);
WordTemplateSelectionWizard.RunModal();
end;
}
action(SynchronizeWithOutlookAndTeams)
{
ApplicationArea = Basic, Suite;
Caption = 'Synchronize with Outlook';
Image = Refresh;
Ellipsis = true;
ToolTip = 'Synchronize this list with your contacts stored in Microsoft 365, so that you can get to them easily from your Outlook or Teams apps. You will be able to choose which specific contacts are synchronized.';
trigger OnAction()
var
ContactSyncPage: Page "Contact Sync";
begin
ContactSyncPage.RunModal();
end;
}
action(Email)
{
ApplicationArea = All;
Caption = 'Send Email';
Image = Email;
ToolTip = 'Send an email to this contact.';
Enabled = CanSendEmail;
trigger OnAction()
var
TempEmailItem: Record "Email Item" temporary;
EmailScenario: Enum "Email Scenario";
begin
TempEmailItem.AddSourceDocument(Database::Contact, Rec.SystemId);
TempEmailItem."Send to" := Rec."E-Mail";
if TempEmailItem.Send(false, EmailScenario::Default) then
Rec.CreateInteractionForEmail();
end;
}
}
area(creation)
{
action(NewSalesQuote)
{
ApplicationArea = Basic, Suite;
Caption = 'Create Sales Quote';
Image = NewSalesQuote;
ToolTip = 'Offer items or services to a customer.';
trigger OnAction()
begin
Rec.CreateSalesQuoteFromContact();
end;
}
action(NewPurchaseQuote)
{
ApplicationArea = Basic, Suite;
Caption = 'Create Purchase Quote';
Image = Quote;
ToolTip = 'Create a new purchase quote for the vendor.';
trigger OnAction()
begin
Rec.CreatePurchaseQuoteFromContact();
end;
}
}
area(reporting)
{
action("Contact Labels")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Contact Labels';
Image = "Report";
RunObject = Report "Contact - Labels";
}
action("Questionnaire Handout")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Questionnaire Handout';
Image = "Report";
RunObject = Report "Questionnaire - Handouts";
}
action("Sales Cycle Analysis")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Sales Cycle Analysis';
Image = "Report";
RunObject = Report "Sales Cycle - Analysis";
}
}
area(Promoted)
{
group(Category_Process)
{
Caption = 'Process', Comment = 'Generated from the PromotedActionCategories property index 1.';
actionref("Create Opportunity_Promoted"; "Create Opportunity")
{
}
actionref("Create &Interaction_Promoted"; "Create &Interaction")
{
}
actionref(NewSalesQuote_Promoted; NewSalesQuote)
{
}
actionref(NewPurchaseQuote_Promoted; NewPurchaseQuote)
{
}
actionref(MakePhoneCall_Promoted; MakePhoneCall)
{
}
actionref(Email_Promoted; Email)
{
}
actionref("Export Contact_Promoted"; "Export Contact")
{
}
}
group(Category_Category4)
{
Caption = 'Contact', Comment = 'Generated from the PromotedActionCategories property index 3.';
actionref(Statistics_Promoted; Statistics)
{
}
actionref("Co&mments_Promoted"; "Co&mments")
{
}
separator(Navigate_Separator)
{
}
actionref(RelatedCustomer_Promoted; RelatedCustomer)
{
}
actionref(RelatedVendor_Promoted; RelatedVendor)
{
}
actionref("Pro&files_Promoted"; "Pro&files")
{
}
actionref(RelatedBank_Promoted; RelatedBank)
{
}
actionref(RelatedEmployee_Promoted; RelatedEmployee)
{
}
actionref("Open Oppo&rtunities_Promoted"; "Open Oppo&rtunities")
{
}
}
group("Category_Prices & Discounts")
{
Caption = 'Prices & Discounts';
actionref(PriceLists_Promoted; PriceLists)
{
}
actionref(PriceLines_Promoted; PriceLines)
{
}
actionref(DiscountLines_Promoted; DiscountLines)
{
}
}
group(Category_Category5)
{
Caption = 'Navigate', Comment = 'Generated from the PromotedActionCategories property index 4.';
}
group(Category_Report)
{
Caption = 'Report', Comment = 'Generated from the PromotedActionCategories property index 2.';
}
group(Category_Synchronize)
{
Caption = 'Synchronize';
Visible = CRMIntegrationEnabled or CDSIntegrationEnabled;
group(Category_Coupling)
{
Caption = 'Coupling';
ShowAs = SplitButton;
actionref(ManageCRMCoupling_Promoted; ManageCRMCoupling)
{
}
actionref(DeleteCRMCoupling_Promoted; DeleteCRMCoupling)
{
}
actionref(MatchBasedCoupling_Promoted; MatchBasedCoupling)
{
}
}
actionref(CRMSynchronizeNow_Promoted; CRMSynchronizeNow)
{
}
actionref(CRMGotoContact_Promoted; CRMGotoContact)
{
}
actionref(ShowLog_Promoted; ShowLog)
{
}
}
}
}
trigger OnAfterGetCurrRecord()
var
Contact: Record Contact;
begin
EnableFields();
if CRMIntegrationEnabled or CDSIntegrationEnabled then
CRMIsCoupledToRecord := CRMCouplingManagement.IsRecordCoupledToCRM(Rec.RecordId);
SetEnabledRelatedActions();
CurrPage.SetSelectionFilter(Contact);
CanSendEmail := Contact.Count() = 1;
end;
trigger OnAfterGetRecord()
begin
StyleIsStrong := Rec.Type = Rec.Type::Company;
end;
trigger OnFindRecord(Which: Text): Boolean
var
Found: Boolean;
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeFindRecord(Rec, Which, Found, IsHandled);
if IsHandled then
exit(Found);
exit(Rec.Find(Which));
end;
trigger OnOpenPage()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
IsHandled: Boolean;
begin
CRMIntegrationEnabled := CRMIntegrationManagement.IsCRMIntegrationEnabled();
CDSIntegrationEnabled := CRMIntegrationManagement.IsCDSIntegrationEnabled();
ExtendedPriceEnabled := PriceCalculationMgt.IsExtendedPriceCalculationEnabled();
OnBeforeUpdateContactBusinessRelationOnContacts(Rec, IsHandled);
end;
var
CRMCouplingManagement: Codeunit "CRM Coupling Management";
PriceCalculationMgt: Codeunit "Price Calculation Mgt.";
CanSendEmail: Boolean;
StyleIsStrong: Boolean;
CompanyGroupEnabled: Boolean;
PersonGroupEnabled: Boolean;
ExtendedPriceEnabled: Boolean;
CRMIntegrationEnabled: Boolean;
CDSIntegrationEnabled: Boolean;
CRMIsCoupledToRecord: Boolean;
RelatedCustomerEnabled: Boolean;
RelatedVendorEnabled: Boolean;
RelatedBankEnabled: Boolean;
RelatedEmployeeEnabled: Boolean;
ExportContactEnabled: Boolean;
local procedure EnableFields()
begin
CompanyGroupEnabled := Rec.Type = Rec.Type::Company;
PersonGroupEnabled := Rec.Type = Rec.Type::Person;
ExportContactEnabled := Rec."No." <> '';
end;
local procedure SetEnabledRelatedActions()
begin
Rec.HasBusinessRelations(RelatedCustomerEnabled, RelatedVendorEnabled, RelatedBankEnabled, RelatedEmployeeEnabled)
end;
procedure GetSelectionFilter(): Text
var
Contact: Record Contact;
SelectionFilterManagement: Codeunit SelectionFilterManagement;
begin
CurrPage.SetSelectionFilter(Contact);
exit(SelectionFilterManagement.GetSelectionFilterForContact(Contact));
end;
procedure SetSelection(var Contact: Record Contact)
begin
CurrPage.SetSelectionFilter(Contact);
end;
[IntegrationEvent(false, false)]
local procedure OnBeforeUpdateContactBusinessRelationOnContacts(Contact: Record Contact; var IsHandled: Boolean)
begin
end;
[IntegrationEvent(false, false)]
local procedure OnBeforeFindRecord(var Contact: Record Contact; Which: Text; var Found: Boolean; var IsHandled: Boolean)
begin
end;
}