Technical Support Hours

M-F 8am to 8pm (EST)

Support will be closing at 6pm (EST) Fri 12/2

Start a conversation

New Customer PreSave Script

The New Customer screen in SalesPad™ has a security property where C# script can be used to evaluate the customer before creation.

The script can validate the data, return a message, or modify the data before it is saved to the database.

Here is an example that demonstrates a number of possible uses:

string message = "";
if (customer.val_Customer_Name == "")
{
e.Cancel = true;
message += "Enter a Customer Name\n";
}
if (customer.val_Short_Name =="")
{
e.Cancel = true;
message += "Enter an Short Name\n";
}
customer.val_Customer_Name = customer.val_Customer_Name.ToUpper(); 

return message;

Important Reminders and Suggestions:

  • This script is considered "as is" and any changes/modifications that might be needed would require a signed quote.
  • If you are required to change a Security Option or Setting, your users will need to restart SalesPad before the changes take effect.
  • Please install this on a test machine and run it against a test database before using it on your live system.
  • You should always make sure you have a database backup prior to installing new software.
  • Database Triggers, after final delivery, are the responsibility of the dealer/customer. SalesPad will not be responsible for maintaining copies of custom database objects.
  • C# scripts, after final delivery, are the responsibility of the dealer/customer.
Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. SalesPad Support

  2. Posted
  3. Updated

Comments