01-28-2016 02:45 PM
I have a customer who asked me to do some Excel & Access VBA work, but on learning more about his project I discovered that he is using an ACT CRM which, apparently, is built on top of a SQL Server database, and I am wondering if the customer might not be better served by directly implementing the function he needs directly within this same instance of SQL Server. But ACT is a turnkey system with which I have ZERO familiarity. I do not know
I noticed on a cursory inspection of this forum that there are posts with Visual Basic code in them. Can one access both SQL server and ACT data tables using Visual Basic?
Final question: In case I decide to refer my client to a more experienced ACT consultant, where can I find such a resource?
Thanks, - John Strong
01-29-2016 05:42 AM
I'll take the easy one first, where can you find more experienced consultants. There are a number of them that utilize this board, and I wouldn't be surprised if they'll respond. Otherwise, there is just searching online, which would probably be preferable if you want to find a local consultant.
Onto ACT itself. ACT's SQL Server instance is locked down. To get full command of the instance, your customer would need to buy the SA password. Otherwise, there is an API that you can use to interface with the ACT application and/or the data. You can create a plug-in for ACT or a separate application, depending on the needs (I've never created a plug-in, as I only ever needed to access the data, never the application itself). The ACT API is a .NET API, so you can use whichever .NET language you want. C# and VB.NET are the most popular. This forum is basically for said API.
As for the task at hand, there are a number of options. Without having any of the details, I can think of 3 possible architectures (there are going to be more though). One, just what your customer asked; Excel, Access, and VBA. Two, completely utilizing ACT and its API, developing a one-off solution with custom entities/sub-entities. Last, using a combination of ACT and a new, separate instance of SQL Server Express (could be on the same machine as ACT), with a .NET application that utilizes data from both spots to accomplish the task.
It would be great if you could provide at least a general outline of the task, as that would help everyone here provide you with potential ideas and solutions.
01-29-2016 06:59 AM