InaPlex Forums

Hi,

I am having diffulty creating an activity using Inaport. I tried to input data directly in the CAL table using the AccountNo value from CONTACT1. Is this correct? If I could get the steps to accomplish this would be great.

Regards,

Joseph Cotterell

Capital & Credit Merchant Bank

Hi Joseph

It is possible to use the CAL table, but it is more difficult. The recommended process is:

1. Have _contact1 as the top table, and either match on it or update it

2. Have the _calendar table as the child and populate it with the activity details. Inaport will look after the accountno linking, and many of the other default values for various fields.

Regards

Admin

Hi Admin,

 I do not have the calender table only the CAL table. Also, I must mention that the CONTACT1 table is in a separate database from the CAL table. Both are on the same server though.

Regards,

Joseph

Hi Joseph

If you have used a GoldMine connector, you will have an "_calendar" table in the drop down in tab 5.

If you do not have "_contact1", "_calendar" etc, then you have used a SQL or dBase connection to the database, and you need to change.

You might like to have a look at the tutorial on connecting to GoldMine on the resources section of the main web site.

Regards

Admin

Hi Admin,

 I checked again and I did see the _contact1 and _calender tables. I used the _contact1 as the parent and _calender as the child. But this did not work. The profile ran without an error, but i'm not seeing the activity being created. Is it because the CAL and contact1 tables were implemented in separate databases? This is how it is setup in our environment.

Regards,

Joseph

Hi Joseph

No, it should not matter if cal and conatct1 one are different - this is common with GoldMine

Make a PDF of your profile and send it to support@inaplex.com

To make a PDF:

1. Open profile

2. File - Print

3. Save As PDF

Regards

Admin