This freely downloadable macro is a good example of how quite a simple script can make a laborious task very quick indeed. It is designed for a Sales Manager who wants to control a sales campaign by feeding call lists to sales people.

By putting them in the person's diary automatically, it makes it a very quick and easy process for the sales person to record the call and its result. This macro runs from a preselected list of companies, finds the right contact(s) within those companies to call and creates the diary entry of your choice in the sales person's diary, for each contact.

If you would like information about our macro-writing service, please email info@daybook.co.uk


Use this macro to create call lists in the diaries of your sales team.

It needs to be defined as a Same Process Macro and assigned to a function key or be executed via the macros palette, when you have a list of Companies active on screen.

Paste the following into the Macro Text field:



FIRST RECORD([COMPANIES])

`Enter the initials of the person in whose diary you are creating the call list
mPerson:=Request("Give to..(Enter initials)")

`Enter your sales call diary Action Code and Description
mActioncode:=Request("Enter Action Code")
mAction:=Request("Enter Action Description")

` The macro now finds all Contacts within each Company in turn with a Status code of DM (Decision Maker - change this to suit yourself) and creates a Diary Item for them.
While(Not(End selection([COMPANIES])))
RELATE MANY([CONTACTS])

`Change the DM Status to whatever your own code is
QUERY SELECTION([CONTACTS];[CONTACTS]Status="DM")

FIRST RECORD([CONTACTS])
CREATE RECORD([DIARY])
[DIARY]Company Code:=[COMPANIES]Company Code
[DIARY]Contact Code:=[CONTACTS]Contact Code
Dry code
[DIARY]Date Do From:=Current date
[DIARY]Person:=mPerson
[DIARY]Action Code:=mActioncode
[DIARY]Action Desc:=mAction
Diary persprior
SAVE RECORD([DIARY])
NEXT RECORD([COMPANIES])
End while


`(c) Daybook Limited

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