I have a requirement to Filter records on the SR Contact Pick Applet,
The pick applet should only display records related to its Account.
Have tried using the search specification on the applet.
[contact id]=[account id].
The main aim :
When raising a Service Request from the account screen the last name field which uses the SR Contact Pick Applet which displays all contact record(all contacts on the system).
I want it to only display contacts of the account. i.e. Contacts Created under the accounts alone.
Any other suggestions aside search specification will be welcomed.
But am most likely sure its search specification.
Simplest configuration (non-scripted) solution would be to use a picklist constrain on the BC level.
On the Service Request bc, for the the field [Contact Last Name], under pickmap, check the Constrain field for Account Id.
This will filter the contacts to only show the contact of the account.
Related
In our Contact records in NetSuite, you can go to the Relationships subtab and attach multiple companies, or customers, to one Contact, because we have one Contact associated with multiple Companies, shown in the picture.
Attach Company
However, on our Sales Order form, we have a custom Contact field and I would like to populate the field with the Contact based on which Customer the Invoice is for. To do this, I wanted to source the field from the list of attached companies, which will then populate the correct Contact's name.
Is it possible to do this with any sort of customization? Currently, we have been making a duplicate contact for each customer they are associated with, but we are trying to avoid that. Any help would be appreciated, thank you.
I was just tasked with determining the quantity (number of items in stock) for
certain amazon products listed by a seller using javascript (probably an http get request).
From the amazon web page finding
out this information is cumbersome, in the quantity drop down on a product page
you must select 10+ items, then manually enter an arbitrarily high quantity such
that when you try to "add to cart" an error popup appears and states the number of
items that are in stock.
Obviously toggling a drop down to elucidate the quantity value is not doable via an http request and would require a library like selenium, which is not an option.
I do not have access to the seller account so using the amazon product advertising api or MWS does not appear to be option.
Does anybody have any insight into how I can get this info, is it not possible without a browser automation library?
We are using Sitecore 6.5, and the Email Campaign Manager 1.3.3 rev.130212 is installed.
Currently, when i add a Sitecore user, for example 'UserA' to multiple target audiences, lets say 'TargetAudience_A' and 'TargeAudience_B', after I send out these two target audiences, 'UserA' clicks the link in the email which comes from 'TargetAudience_A', then the link will bring user to the site, user visits several pages, Sitecore Analytics will be able to track 'UserA' VisitPageCount and Value, and creates the corresponding campaign of 'TargetAudience_A' with that data.
When the user opens the email sent from 'TargetAudience_B' and clicks the link, visits the site, NO campaign is created for 'TargetAudience_B' in the database, I can see all the data should use to create a new campaign for 'TargeAudience_B' is used to update campaign of 'TargetAudience_A'.
The whole link in the sent email has been modified by Sitecore, the corresponding campaign id is added, which makes the link looks like this:'httP:xx.domain.com/?ec_camp=xxxx&ec_as=xxxx'.
It seems that Sitecore just adds an Id to the url, but does not create a campaign for the 'TargeAudience_B' with that Id.
I use this sql query to check the visits data:
Select * From Visits join Automations on Visits.CampaignId = Automations.CampaignId
Where Automations.data = '{EmailTemplateId}'
the data column on Automations table is the email template id of the target audience.
Does any one know, how to track one user's activities for multiple campaigns? Is this possible to do? Or is this something which needs to be fixed by Sitecore?
Any help will be much much appreciated.
Thanks
EDIT: Sitecore does create Campaign for each target audience, but does not create Visits record for every one of them; Sitecore associates Campaign with the Visits, Sitecore cannot find\create Visits of 'TargeAudience_B', it finds the Visits of 'TargeAudience_A', for some reason it just updates the Visits record of 'TargetAudience_A'.
This does look right, does Sitecore create just one visit for a visitor a day no matter how many target audience this visitor in?
Neither target audience, the Visitor.ExternalUser or anything other than a fresh Visitor cookie will make DMS re-consider your visitor. So to answer your question, I do believe you are correct in your observation, and that this behavior is by design.
Also keep in mind; if your users click the email you send out from say their iPhone and come visit the site, they will be granted a Visitor ID. Later, when they're back home at their PC and click the same email again, they will get a fresh Visitor ID and will not be recognized by DMS as one and the same Visitor. This too, is by design.
If you want to achieve what I believe you're aiming to achieve, you're going to have to "tag" your Visitors with a key you recognize - like the email address - and then hook into the APIs and "grab" all Visitors that match your tagged email address. Not sure how well this will work with all areas of the DMS.
In my example above; if a user was triggered to enter an Engagement Plan or a State in an Engagement Plan - the "iPhone Visitor" would get attached to it - and any actions undertaken by the same person on his personal PC visitor profile on his desktop PC would not be affecting anything in this state.
Yes, it is a bit confusing - I may even have some slight details of this wrong - the DMS API changes a lot. But as far as I can determine, the above is correct and all by design.
Edited
The issue (#347688) has been fixed in Sitecore CMS 6.5.0 rev. 120427 (6.5.0 Update-4) and DMS 2.0.1 rev. 120427
We have been asked to explain where the editor can customize the campaign tracking url, they have seen the feature when participating in Sitecore Training sessions, but can't find the features in the our platform that is currently fully updated.
It seems to me the feature has been removed otherwise it is hidden in {3AC13180-912F-4388-AF56-46A0F1172E70} that is missing in the DMS Installation, when looking at the insert options for the Campaign Item.
Does anyone have insight on the topic ? and if the feature is still present or has been removed for another model.
OMS / Custom Campaign tracking URL
When looking at the old documentation for Sitecore OMS the section related OMS Creating Campaign Events, it should be possible for the Editor to personalize the incomming url parameter that triggers the page visit to attach to a specific campaign.
Reference: "OMS Creating Campaign Events" page 13-14
http://sdn.sitecore.net/upload/sitecore6/64/online%20marketing%20suite%20cookbook-usletter.pdf
Engagement Analytics / No Custom Campaign tracking URL (?)
In the new DMS 2.0 / Engagement Analytics there are also Page events, and they should be attachable to Campaigns. But we can't seem to create anything under the Campaign definition even tho the first line in the documentation suggests it. Looking at the Insert options on the campaign there is a missing id: {3AC13180-912F-4388-AF56-46A0F1172E70} that suggest the installation is missing an Item for this feature to function.
Reference: "Engagement Analytics Page Events" page 6-7
http://sdn.sitecore.net/upload/sitecore6/65/engagement_analytics_configuration_reference_sc65-usletter.pdf
Campaigns
You can associate events with specific campaigns. To register a
campaign event, beneath the campaign definition item, insert a
campaign event definition item using the System/Analytics/Campaign
data template. You can activate the campaign using the value of the
sc_camp query string parameter or you can assign a campaign to a
content item, such as a landing page. For more information about
campaigns, see the section Campaign. To change the name of the sc_camp
query string parameter, see the section The
Analytics.CampaignQueryStringKey Setting.
I have been in contact with Sitecore Support and they responded that the option of customizing the url that triggers the campaign has been removed. The documentation is misleading on the subject and they have registered it as a bug.
So yoursite.net/?sc_camp={ID of the campaign item here} or using a landing page with the campaign as trigger is currently the only way to monitor incoming links from a campaign, unless custom code is build.
Thanks for the answers.
Edited:
The issue (#347688) has been fixed in Sitecore CMS 6.5.0 rev. 120427 (6.5.0 Update-4) and DMS 2.0.1 rev. 120427
Mentioned ID {3AC13180-912F-4388-AF56-46A0F1172E70} used to be a Campaign Event template. Campaign Events are no longer used, as they were replaced by Campaign in Sitecore DMS.
In order to track it, use the following URL format: yoursite.net/?sc_camp={ID of the campaign item here}
I just wanted to add in that although it might be what they know and what they want to use, the reason that it's so obscured is because that's really not how you should be doing things and its not a practice I'd recommend since it's not really guaranteed to be tracked. The structure of DMS and the underlying database is such that I'd stick to setting things up by associating things with a campaign. Tracking is done in large part via page events that are triggered... but just amending a url will trigger a visit and a new page, but not a page event to be created unless there is something associated with that item that will trigger an event.
Campaigns are typically associated with items, or events, or engagement plans or any number of different elements of DMS. In all cases, there's a tab on the item that has an option to check the campaign to associate it with. That's how you want to be doing this which ensures that a page event is properly created and associated with the campaign.
There are two webservices, which I've tried to use
page 5050 Contact Card
page 5055 Name Details
First service handles contacts and it's possible to set contact's name. However, in RTC there is a assist button in the Name field, so it's possible to fill in additional fields for name, such as
Salutation Code
Job Title
Initials
First Name
Middle Name
Surname
Language Code
All these fields are listed in page 5055 webservice, but I can't understand how should I add a new record and link it to existing contact.
One solution I've found is to create a new page on basis of respective table and select all needed fields, in this case, Contact_No. Afterward this page can be published as webservice.
Cons of this solution, is that you need to create a new page, which requires dev license.