07-16-2009 12:03 PM
Hi, all. I'm a database developer with expertise in SQL Server and Access, but not ACT. First time anyone has asked me to do any ACT work. A client I have is using ACT and wants a very simple lookup on one of his contact forms from the organization's SQL Server. That is, he enters a person's primary key number (in the SQL db) as part of the contact record, and a read-only text box on the ACT form reflects some details from the person's record in the SQL Server. Can this be done as some sort of lookup control on the ACT form that has a SQL statement in it, referring the to the value of the ACT field?
Thanks for input.
07-17-2009 07:21 AM
You can accomplish this using the ACT! Reader Utility, but it requires the Premium version of ACT!.
07-17-2009 01:04 PM
If not using the Premium version, you can access the database via OLEDB.
For some info on these options, have a look at:
07-17-2009 01:39 PM
Thank you for your thoughts on this. I'm not sure my goal was entirely clear. Looks like both the Reader Utility and the OLEDB solution are about access to ACT!'s back-end, and that's not what I'm about here. I'm not trying to read data from within ACT!'s SQL back-end. I'm trying to get a lookup from a separate, non-related SQL Server db to show up on an ACT! form based on a related field within the ACT! record (which is the primary key in a table in the separate SQL Server).
If the ACT! record has a numeric field called (let's say) person number, the query to the separate SQL Server would be something like:
SELECT person_status from Person where person_id = [this ACT! record's person number field]
Then show the person_status on a read-only text box on the ACT! form.
Grateful for your thoughts and ideas.
07-17-2009 09:29 PM
07-18-2009 12:43 PM
Have a look at this freebie:
If you look through the thread, they have have the source code available
08-06-2009 03:31 PM
Does anyone know the proper connection string to a SQL Server 8.0 DB? I know that this isn't quite right:
11-30-2010 06:44 AM
Does anyone know which table to find the Record Manager for an Opportunity in the Act Tables. I can't seem to find it under:
Which is what I am using to create an ODBC query to Excel for advanced Sales Reports. But the sales person for each opportunity is the Record Manager.