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Campaigns and User-defined fields

former_member201110
Active Contributor
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Hi,

I'd like to know if it's possible to include user-defined fields in the selection criteria for creating campaign contact lists? If not, is there any way to filter the selection by BP properties or other standard SBO BP fields?

I'm currently looking at version 5.9 of the webtools. I've looked at the release notes for web tools 2007A but can see no reference to either UDFs or campaign management in the current document.

Any information would be useful.

Kind Regards,

Owen

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Answers (2)

Answers (2)

Former Member
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Version 2007 has an advanced filtering search for Accounts/Business Partners. Also in the SDK\SynchPlugin folder there is a file called NP2SBO-DataMap.xls this shows all the fields that currently synchronize in the default install.

Former Member
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Since the Web tools dabase and the Business One database can reside on different servers, the only link between the two is the synch service.

Web tools operates with no knowledge of Business One.

It is possible to synchronize Business One UDFs to a custom table in Web tools by using a synch plugin. There is a synch plugin example in the SDK.