public void AddSelectedContactsAsLeadsToProject(String project_id, String source)
{
ArrayList added_lead_ids = SelectedValidContactIDs;
String username = Util.GetUserFullNameFromUserId(hf_user_id.Value);
// Iterate -selected- and -valid- contacts in Contact Manager and add as Leads
for (int i = 0; i < added_lead_ids.Count; i++)
{
String ctc_id = (String)added_lead_ids[i];
String contact_history = "Added at " + DateTime.Now + " (GMT) by " + username;
String iqry = "INSERT INTO dbl_lead (ProjectID, ContactID, Source, LatestNoteID) VALUES (@ProjectID, @ContactID, @Source, (SELECT MAX(NoteID) FROM db_contact_note WHERE ContactID=@ContactID));";
long lead_id = SQL.Insert(iqry,
new String[] { "@ProjectID", "@ContactID", "@Source" },
new Object[] { project_id, ctc_id, source });
// Add lead flag to contact types
iqry = "INSERT IGNORE INTO db_contactintype (ContactID, ContactTypeID) VALUES (@ctc_id, (SELECT ContactTypeID FROM db_contacttype WHERE SystemName='Lead' AND ContactType='Lead'));";
SQL.Insert(iqry, "@ctc_id", ctc_id);
// Log
LeadsUtil.AddLeadHistoryEntry(lead_id.ToString(), "Adding Lead to the " + LeadsUtil.GetProjectFullNameFromID(project_id) + " Project.");
}
}
protected void KillThisLead(object sender, EventArgs e)
{
if (dd_dont_contact_for.Items.Count > 0 && dd_dont_contact_reason.Items.Count > 0)
{
String action = "Lead killed";
String dont_contact_for_expr = String.Empty;
if (cb_dont_contact_for.Checked)
{
dont_contact_for_expr = ", dont_contact_until=DATE_ADD(NOW(), INTERVAL " + dd_dont_contact_for.SelectedItem.Value + " MONTH) ";
action += ". Don't contact set for " + dd_dont_contact_for.SelectedItem.Text;
}
String dont_contact_reason = dd_dont_contact_reason.SelectedItem.Text;
if (dd_dont_contact_reason.SelectedItem.Text == "Other" && tb_other_reason.Text.Trim() != String.Empty)
{
dont_contact_reason = tb_other_reason.Text;
}
action += ". Reason: " + dont_contact_reason + ".";
String uqry = "UPDATE dbl_lead, db_contact SET dbl_lead.Active=0, DateUpdated=CURRENT_TIMESTAMP, dont_contact_reason=@dont_contact_reason," +
"dont_contact_added=CURRENT_TIMESTAMP, dont_contact_user_id=@user_id " + dont_contact_for_expr +
"WHERE dbl_lead.ContactID = db_contact.ctc_id AND LeadID=@LeadID";
SQL.Update(uqry,
new String[] { "@LeadID", "@user_id", "@dont_contact_reason" },
new Object[] { hf_lead_id.Value, Util.GetUserId(), dont_contact_reason });
// Log
LeadsUtil.AddLeadHistoryEntry(hf_lead_id.Value, action);
Util.CloseRadWindowFromUpdatePanel(this, String.Empty, false);
}
}
protected void EstimateEmailWithDataGeek(Contact c)
{
String UserID = Util.GetUserId();
EstimatedEmail = c.GetEstimatedEmailThroughDataGeek(UserID);
IsDataGeekEstimate = true;
if (EstimatedEmail.Contains("@"))
{
// Determine the ID of the entry to delete is the user cancels this estimation
String qry = "SELECT EmailHistoryID FROM db_contact_email_history WHERE EmailHistoryID=(SELECT MAX(EmailHistoryID) FROM db_contact_email_history WHERE ContactID=@ContactID AND DataGeekEstimate=1 AND Deleted=0 AND EstimatedByUserId=@EstimatedByUserId)";
String EmailHistoryID = SQL.SelectString(qry, "EmailHistoryID", new String[] { "@ContactID", "@EstimatedByUserId" }, new Object[] { c.ContactID, UserID });
if (!String.IsNullOrEmpty(EmailHistoryID))
{
String onok = "var rb=$find('" + se.ClientID + "'); rb.click();";
String oncancel = "var rb=$find('" + de.ClientID + "'); rb.click();";
Util.PageMessagePrompt(this.Parent.Page, "Here's what DataGeek generated.. ", EstimatedEmail, onok, oncancel, "E-mail Address Generated");
if (!String.IsNullOrEmpty(LeadID))
{
LeadsUtil.AddLeadHistoryEntry(LeadID, "Estimated e-mail for this contact using DataGeek, generated e-mail: " + EstimatedEmail);
}
}
}
else
{
Util.PageMessageAlertify(this.Parent.Page, EstimatedEmail, "Estimation Results");
}
}
protected void MoveSelectedLeads(object sender, EventArgs e)
{
if (dd_buckets.Items.Count > 0)
{
String new_project_id = dd_buckets.SelectedItem.Value;
hf_lead_ids.Value = hf_lead_ids.Value.Replace(",", " ").Trim();
String[] ctc_ids = hf_lead_ids.Value.Split(' ');
String ProjectName = LeadsUtil.GetProjectFullNameFromID(new_project_id);
Util.SetRebindOnWindowClose(udp_move, true);
String UserID = Util.GetUserId();
if (hf_from_search.Value == "1")
{
String iqry = "INSERT INTO dbl_lead (ProjectID, ContactID, Source) VALUES (@ProjectID, @ContactID, 'RSA');";
foreach (String ctc_id in ctc_ids)
{
String lead_id = SQL.Insert(iqry,
new String[] { "@ProjectID", "@ContactID" },
new Object[] { new_project_id, ctc_id }).ToString();
// Log
LeadsUtil.AddLeadHistoryEntry(lead_id, "Lead added to the " + ProjectName + " Project.");
}
}
else
{
String uqry = "UPDATE dbl_lead SET ProjectID=@NewProjectID WHERE LeadID=@LeadID;";
String qry = "SELECT LeadID FROM dbl_lead WHERE LeadID=@LeadID AND (ProjectID IN (SELECT ProjectID FROM dbl_project WHERE UserID=@UserID) OR ProjectID IN (SELECT ProjectID FROM dbl_project_share WHERE UserID=@UserID))";
foreach (String lead_id in ctc_ids)
{
// Verify Lead exists and ownership
if (SQL.SelectDataTable(qry, new String[] { "@LeadID", "@UserID" }, new Object[] { lead_id, UserID }).Rows.Count > 0)
{
SQL.Update(uqry,
new String[] { "@NewProjectID", "@LeadID" },
new Object[] { new_project_id, lead_id });
// Log
LeadsUtil.AddLeadHistoryEntry(lead_id, "Lead moved to the " + ProjectName + " Project.");
}
}
}
Util.CloseRadWindowFromUpdatePanel(this, String.Empty, false);
}
else
{
Util.PageMessageAlertify(this, "You have no other Projects to move your Leads to.\\n\\nPlease close this window and add another Project first.", "Retry");
}
}
protected void AddLeadToProject(object sender, ImageClickEventArgs e)
{
ImageButton imbtn_action = (ImageButton)sender;
GridDataItem item = (GridDataItem)imbtn_action.Parent.Parent;
String ctc_id = item["ContactID"].Text;
String[] pn = new String[] { "@ProjectID", "@ContactID" };
Object[] pv = new Object[] { hf_project_id.Value, ctc_id };
String iqry = "INSERT INTO dbl_lead (ProjectID, ContactID, Source) VALUES (@ProjectID, @ContactID, 'OVA');";
long new_lead_id = SQL.Insert(iqry, pn, pv);
// Log
LeadsUtil.AddLeadHistoryEntry(new_lead_id.ToString(), "Adding Lead to the " + LeadsUtil.GetProjectFullNameFromID(hf_project_id.Value) + " Project.");
BindOtherContacts(null, null);
}
protected void MoveLead(object sender, EventArgs e)
{
if (dd_buckets.Items.Count > 0 && dd_buckets.SelectedItem != null)
{
String new_project_id = dd_buckets.SelectedItem.Value;
String uqry = "UPDATE dbl_lead SET ProjectID=@NewProjectID WHERE LeadID=@LeadID;";
SQL.Update(uqry,
new String[] { "@NewProjectID", "@LeadID" },
new Object[] { new_project_id, hf_lead_id.Value });
// Log
LeadsUtil.AddLeadHistoryEntry(hf_lead_id.Value, "Lead moved to the " + LeadsUtil.GetProjectFullNameFromID(new_project_id) + " Project.");
}
else
{
Util.PageMessageAlertify(this, "You have no other Projects to move your Leads to.\\n\\nPlease add another Project first.", "Retry");
}
}
public void ClearNextAction(object sender, EventArgs e)
{
String uqry = "UPDATE dbl_lead SET NextActionTypeID=0, NextActionDate=NULL WHERE LeadID=@LeadID";
SQL.Update(uqry, "@LeadID", hf_lead_id.Value);
rdp_next_action.SelectedDate = null;
// Log
LeadsUtil.AddLeadHistoryEntry(LeadID, "Next action cleared.");
Util.PageMessageSuccess(this, "Next Action Cleared!", "top-right");
if (InWindow) // resize
{
Util.ResizeRadWindow(this);
}
BindNotesAndNextAction();
UpdateParentPage(true);
}
protected void MakeSuspect(object sender, EventArgs e)
{
CompanyManager.UpdateCompany();
if (CompanyManager.Turnover == null || CompanyManager.Industry == null || (CompanyManager.CompanySize == null && CompanyManager.CompanySizeBracket == null) || CompanyManager.Country == null || CompanyManager.Website == null)
{
Util.PageMessageAlertify(this, "You must have Country, Industry, Turnover, Company Size and Website specified " +
"to push this Lead to Prospect.<br/><br/>Click the company edit pencil and specify the required data.", "Data Required");
}
else
{
String user_id = Util.GetUserId();
// Find any Leads in this user's Projects which share this company so that they can be pushed to Suspect too
String qry = "SELECT LeadID, dbl_project.ProjectID FROM dbl_lead, dbl_project, db_contact, db_company " +
"WHERE dbl_lead.ContactID=db_contact.ctc_id AND db_contact.new_cpy_id=db_company.cpy_id AND dbl_lead.ProjectID = dbl_project.ProjectID " +
"AND dbl_project.UserID=@user_id AND dbl_lead.Active=1 AND dbl_project.Active=1 AND db_company.cpy_id=@cpy_id";
DataTable dt_leads = SQL.SelectDataTable(qry,
new String[] { "@user_id", "@cpy_id" },
new Object[] { user_id, hf_company_id.Value });
for (int i = 0; i < dt_leads.Rows.Count; i++)
{
String this_lead_id = dt_leads.Rows[i]["LeadID"].ToString();
String this_project_id = LeadsUtil.GetProjectParentIDFromID(dt_leads.Rows[i]["ProjectID"].ToString());
String uqry = "UPDATE dbl_lead SET Suspect=1, DateMadeSuspect=CURRENT_TIMESTAMP, " +
"ProjectID=(SELECT ProjectID FROM dbl_project WHERE name='Suspects' AND UserID=@user_id AND ParentProjectID=@project_id) WHERE LeadID=@lead_id";
SQL.Update(uqry,
new String[] { "@lead_id", "@user_id", "@project_id" },
new Object[] { this_lead_id, user_id, this_project_id });
// Leads Log
LeadsUtil.AddLeadHistoryEntry(this_lead_id, "Pushed to Suspect.");
}
LeadsUtil.SetNoRebindOnWindowClose(udp_pts, false);
Util.CloseRadWindowFromUpdatePanel(this, String.Empty, false);
}
}
protected void DeleteAppointment(object sender, EventArgs e)
{
if (GmailAuthenticator.CheckAuthenticated(hf_uri.Value, hf_user_id.Value))
{
ImageButton imbtn_del = (ImageButton)sender;
GridDataItem gdi = (GridDataItem)imbtn_del.Parent.Parent;
String AppointmentID = gdi["AppointmentID"].Text;
String GoogleEventID = gdi["GoogleEventID"].Text;
String dqry = "DELETE FROM dbl_appointments WHERE AppointmentID=@AppointmentID";
SQL.Delete(dqry, "@AppointmentID", AppointmentID);
RefreshNextAppointment();
// Delete from Google calendar
CalendarService service = LeadsUtil.GetCalendarService(hf_uri.Value, hf_user_id.Value);
if (service != null)
{
try // appears to be no way to do a check to see if calendar item exists by a given ID..
{
service.Events.Delete(LeadsUtil.GoogleCalendarID, GoogleEventID).Execute();
// Log
LeadsUtil.AddLeadHistoryEntry(hf_lead_id.Value, "Deleting Google appointment.");
}
catch
{
Util.PageMessageAlertify(this, "This appointment wasn't found in your Outlook calendar, probably because it was deleted from Outlook earlier.<br/><br/>Please try to add/remove all Leads appointments through DataGeek to avoid any discrepancies in the future.");
}
}
else
{
Util.PageMessageAlertify(this, "Error getting calendar service from Google, please try again.");
}
Util.SetRebindOnWindowClose(this, true);
Util.PageMessageSuccess(this, "Appointment deleted (also removed from your Outlook calendar)");
}
BindAppointments();
}
protected void EstimateEmailEmailHunter(Contact c)
{
int Score;
String Sources;
EstimatedEmail = c.GetEstimatedEmailThroughEmailHunter(out Score, out Sources);
EstimatedEmailScore = Score;
IsDataGeekEstimate = false;
if (EstimatedEmail.Contains("@"))
{
String onok = "var rb=$find('" + se.ClientID + "'); rb.click();";
Util.PageMessagePrompt(this.Parent.Page, "Here's what we found.. (with a score of " + Score + ")" + Sources, EstimatedEmail, onok, String.Empty, "E-mail Address Found");
if (!String.IsNullOrEmpty(LeadID))
{
LeadsUtil.AddLeadHistoryEntry(LeadID, "E-mail Hunter request returned e-mail: " + EstimatedEmail + " (" + Score + ")");
}
}
else
{
Util.PageMessageAlertify(this.Parent.Page, EstimatedEmail, "Estimation Results");
}
}
protected void KillSelectedLeads(object sender, EventArgs e)
{
if (dd_dont_contact_for.Items.Count > 0 && dd_dont_contact_reason.Items.Count > 0)
{
String action = "Lead killed";
String dont_contact_for_expr = String.Empty;
String UserID = Util.GetUserId();
if (cb_dont_contact_for.Checked)
{
dont_contact_for_expr = ", DontContactUntil=DATE_ADD(NOW(), INTERVAL " + dd_dont_contact_for.SelectedItem.Value + " MONTH) ";
action += ". Don't contact set for " + dd_dont_contact_for.SelectedItem.Text;
}
String dont_contact_reason = dd_dont_contact_reason.SelectedItem.Text;
if (dd_dont_contact_reason.SelectedItem.Text == "Other" && tb_other_reason.Text.Trim() != String.Empty)
{
dont_contact_reason = tb_other_reason.Text;
}
if (dont_contact_reason.Trim() == String.Empty)
{
dd_dont_contact_reason = null;
}
action += ". Reason: " + dont_contact_reason + ".";
hf_lead_ids.Value = hf_lead_ids.Value.Replace(",", " ").Trim();
String[] lead_ids = hf_lead_ids.Value.Split(' ');
ArrayList ctc_ids = new ArrayList();
String user_id = Util.GetUserId();
bool set_dnc = !dont_contact_reason.Contains("soft kill");
String ctc_uqry = "UPDATE dbl_lead, db_contact SET db_contact.LastUpdated=CURRENT_TIMESTAMP, DontContactReason=@DontContactReason," +
"DontContactDateSet=CURRENT_TIMESTAMP, DontContactSetByUserID=@user_id " + dont_contact_for_expr +
"WHERE dbl_lead.ContactID = db_contact.ContactID AND LeadID=@LeadID";
String lead_uqry = "UPDATE dbl_lead SET Active=0, DateUpdated=CURRENT_TIMESTAMP WHERE LeadID=@LeadID";
String ownsership_qry = "SELECT LeadID FROM dbl_lead WHERE LeadID=@LeadID AND (ProjectID IN (SELECT ProjectID FROM dbl_project WHERE UserID=@UserID) OR ProjectID IN (SELECT ProjectID FROM dbl_project_share WHERE UserID=@UserID))";
foreach (String lead_id in lead_ids)
{
// Verify Lead exists and ownership
if (SQL.SelectDataTable(ownsership_qry, new String[] { "@LeadID", "@UserID" }, new Object[] { lead_id, UserID }).Rows.Count > 0)
{
String qry = "SELECT ContactID FROM dbl_lead WHERE LeadID=@lead_id";
// Update lead
SQL.Update(lead_uqry, "@LeadID", lead_id);
// Update contact dnc (only add once for each same contact)
if (set_dnc)
{
String ctc_id = SQL.SelectString(qry, "ContactID", "@lead_id", lead_id);
if (!ctc_ids.Contains(ctc_id))
{
ctc_ids.Add(ctc_id);
SQL.Update(ctc_uqry,
new String[] { "@LeadID", "@user_id", "@DontContactReason" },
new Object[] { lead_id, user_id, dont_contact_reason });
}
}
// Log
LeadsUtil.AddLeadHistoryEntry(lead_id, action);
}
}
}
Util.SetRebindOnWindowClose(this, true);
Util.CloseRadWindowFromUpdatePanel(this, hf_from_viewer.Value, false);
}
protected void CreateOrUpdateAppointment(object sender, EventArgs e)
{
if (GmailAuthenticator.CheckAuthenticated(hf_uri.Value, hf_user_id.Value))
{
RadButton btn = (RadButton)sender;
bool CreatingAppointment = btn.Text.Contains("Create");
DateTime AppointmentStart = new DateTime();
DateTime AppointmentEnd = new DateTime();
if (rdp_app_start.SelectedDate != null && rdp_app_end.SelectedDate != null &&
DateTime.TryParse(rdp_app_start.SelectedDate.ToString(), out AppointmentStart) && DateTime.TryParse(rdp_app_end.SelectedDate.ToString(), out AppointmentEnd) &&
AppointmentStart <= AppointmentEnd)
{
String tz = "America/Los_Angeles";
if (Util.GetOfficeRegion(Util.GetUserTerritory()) == "UK")
{
tz = "Europe/London";
}
// Craft appointment (event)
Event Appointment = new Event();
Appointment.Created = DateTime.Now;
Appointment.Start = new EventDateTime()
{
DateTime = AppointmentStart, TimeZone = tz
};
Appointment.End = new EventDateTime()
{
DateTime = AppointmentEnd, TimeZone = tz
};
Appointment.Status = dd_app_status.SelectedItem.Value; // confirmed / tentative / cancelled
Appointment.Location = tb_app_location.Text.Trim();
Appointment.Summary = rcb_app_subject.Text.Trim();
Appointment.Description = tb_app_body.Text.Trim();
// Add Lead information to the appointment by default
String qry = "SELECT * FROM dbl_lead, db_contact, db_company WHERE dbl_lead.ContactID=db_contact.ContactID AND db_contact.CompanyID = db_company.CompanyID AND LeadID=@LeadID";
DataTable dt_lead_info = SQL.SelectDataTable(qry, "@LeadID", hf_lead_id.Value);
if (dt_lead_info.Rows.Count > 0)
{
String LeadAppend = String.Empty;
String CompanyName = dt_lead_info.Rows[0]["CompanyName"].ToString().Trim();
String ContactName = (dt_lead_info.Rows[0]["FirstName"] + " " + dt_lead_info.Rows[0]["LastName"]).Trim();
String Country = dt_lead_info.Rows[0]["Country"].ToString().Trim();
String Industry = dt_lead_info.Rows[0]["Industry"].ToString().Trim();
String CompanyPhone = dt_lead_info.Rows[0]["Phone"].ToString().Trim();
String CompanyPhoneCode = dt_lead_info.Rows[0]["PhoneCode"].ToString().Trim();
String Website = dt_lead_info.Rows[0]["Website"].ToString().Trim();
String JobTitle = dt_lead_info.Rows[0]["JobTitle"].ToString().Trim();
String Email = dt_lead_info.Rows[0]["Email"].ToString().Trim();
String PersonalEmail = dt_lead_info.Rows[0]["PersonalEmail"].ToString().Trim();
String Phone = dt_lead_info.Rows[0]["Phone"].ToString().Trim();
String Mobile = dt_lead_info.Rows[0]["Mobile"].ToString().Trim();
String CpyPhone = CompanyPhone;
if (CompanyPhone != String.Empty)
{
CpyPhone = "(" + CompanyPhoneCode + ")" + CompanyPhone;
}
if (CompanyName == String.Empty)
{
CompanyName = "None";
}
if (ContactName == String.Empty)
{
ContactName = "None";
}
if (Country == String.Empty)
{
Country = "None";
}
if (Industry == String.Empty)
{
Industry = "None";
}
if (Website == String.Empty)
{
Website = "None";
}
if (JobTitle == String.Empty)
{
JobTitle = "None";
}
if (Email == String.Empty)
{
Email = "None";
}
if (PersonalEmail == String.Empty)
{
PersonalEmail = "None";
}
if (Phone == String.Empty)
{
Phone = "None";
}
if (Mobile == String.Empty)
{
Mobile = "None";
}
if (CpyPhone == String.Empty)
{
CpyPhone = "None";
}
String br = Environment.NewLine + Environment.NewLine;
if (Appointment.Description == String.Empty)
{
br = String.Empty;
}
LeadAppend = br +
"Company: " + CompanyName + Environment.NewLine +
"Country: " + Country + Environment.NewLine +
"Industry: " + Industry + Environment.NewLine +
"Company Phone: " + CpyPhone + Environment.NewLine +
"Website: " + Website + Environment.NewLine +
"Contact: " + ContactName + Environment.NewLine +
"Job Title: " + JobTitle + Environment.NewLine +
"E-mail: " + Email + Environment.NewLine +
"Personal E-mail: " + PersonalEmail + Environment.NewLine +
"Phone: " + Phone + Environment.NewLine +
"Mobile: " + Mobile;
if (Appointment.Summary == String.Empty)
{
Appointment.Summary += "App. w/ " + ContactName;
}
else if (!Appointment.Summary.Contains(ContactName))
{
Appointment.Summary += " w/ " + ContactName;
}
// Attendees
if (btn_include_attendees.SelectedToggleState.Value == "True" && Util.IsValidEmail(tb_app_attendees.Text))
{
String[] AttendeesArray = tb_app_attendees.Text.Trim().Split(';');
Appointment.Attendees = new List <EventAttendee>();
foreach (String ae in AttendeesArray)
{
String AttendeeEmail = ae.Trim().Replace(";", String.Empty);
if (AttendeeEmail != String.Empty)
{
EventAttendee Attendee = new EventAttendee()
{
Email = AttendeeEmail
};
Appointment.Attendees.Add(Attendee);
}
}
}
else
{
Appointment.Description += LeadAppend;
}
}
// Get Calendar service
CalendarService service = LeadsUtil.GetCalendarService(hf_uri.Value, hf_user_id.Value);
if (service != null)
{
if (CreatingAppointment) // creating appointment
{
Appointment = service.Events.Insert(Appointment, LeadsUtil.GoogleCalendarID).Execute();
if (Appointment != null)
{
// insert into db
String iqry = "INSERT INTO dbl_appointments (LeadID, GoogleEventID, AppointmentStart, AppointmentEnd, Summary, Description, Location) VALUES (@LeadID, @GoogleEventID, @AppointmentStart, @AppointmentEnd, @Summary, @Description, @Location)";
SQL.Insert(iqry,
new String[] { "@LeadID", "@GoogleEventID", "@AppointmentStart", "@AppointmentEnd", "@Summary", "@Description", "@Location" },
new Object[] { hf_lead_id.Value, Appointment.Id, AppointmentStart, AppointmentEnd, Appointment.Summary, Appointment.Description, Appointment.Location });
// Log
LeadsUtil.AddLeadHistoryEntry(hf_lead_id.Value, "Adding Google appointment: " + Appointment.Summary);
RefreshNextAppointment();
Util.PageMessageSuccess(this, "Appointment Created!");
}
else
{
Util.PageMessageError(this, "Something went wrong!", "bottom-right");
}
}
else // updating existing appointment
{
String AppointmentID = hf_bound_appointment_id.Value;
String GoogleEventID = hf_bound_appointment_google_event_id.Value;
// Update
service.Events.Update(Appointment, LeadsUtil.GoogleCalendarID, GoogleEventID).Execute();
String uqry = "UPDATE dbl_appointments SET AppointmentStart=@AppointmentStart, AppointmentEnd=@AppointmentEnd, Summary=@Summary, Description=@Description, Location=@Location, DateUpdated=CURRENT_TIMESTAMP WHERE AppointmentID=@AppointmentID";
SQL.Update(uqry,
new String[] { "@AppointmentID", "@AppointmentStart", "@AppointmentEnd", "@Summary", "@Description", "@Location" },
new Object[] { AppointmentID, AppointmentStart, AppointmentEnd, Appointment.Summary, Appointment.Description, Appointment.Location });
// Log
LeadsUtil.AddLeadHistoryEntry(hf_lead_id.Value, "Updating Google appointment: " + Appointment.Summary);
RefreshNextAppointment();
Util.PageMessageSuccess(this, "Appointment Updated!");
CancelUpdateAppointment(null, null);
}
Util.SetRebindOnWindowClose(this, true);
}
else
{
Util.PageMessageAlertify(this, "Error getting calendar service from Google, please try again.");
}
}
else
{
Util.PageMessageAlertify(this, "Please pick a valid datespan!", "Dates Aren't Right");
}
}
BindAppointments();
}
protected void PushLeadToProspect(object sender, EventArgs e)
{
//String[] forced_selected = new String[] { hf_contact_id.Value };
//ContactManager.BindContacts(hf_company_id.Value, forced_selected); // rebind incase a merge occured on company update
ContactManager.UpdateContacts(CompanyManager.CompanyID);
CompanyManager.UpdateCompany();
// Get valid selected ctc ids
ArrayList selected_ctc_ids = ContactManager.SelectedValidContactIDs;
ArrayList contact_ids = ContactManager.ContactIDs;
// Make sure all company info is correct
if (CompanyManager.Turnover == null || CompanyManager.BizClikIndustry == null || (CompanyManager.CompanySize == null && CompanyManager.CompanySizeBracket == null) || CompanyManager.Country == null || CompanyManager.Website == null)
{
Util.PageMessageAlertify(this, "You must have Country, Industry, Turnover, Company Size and Website specified " +
"to push this Lead to Prospect.<br/><br/>Click the company edit pencil and specify the required data.", "Data Required");
}
else if (dd_rep.SelectedItem.Text.Trim() == String.Empty || CompanyManager.CompanyName == null)
{
Util.PageMessageAlertify(this, "You must enter a company name and a rep!", "Rep and Company Name Required");
}
else if (CompanyManager.CompanyName.Length > 150)
{
Util.PageMessageAlertify(this, "The company name must be no more than 150 characters!", "Company Name Too Long");
}
else
{
String prosDueDate = null;
String prosLHDueDate = null;
String PLevel = null;
if (datepicker_NewProspectDue.SelectedDate != null) // List Due
{
prosDueDate = Convert.ToDateTime(datepicker_NewProspectDue.SelectedDate).ToString("yyyy/MM/dd");
}
if (datepicker_NewProspectLHDue.SelectedDate != null) // List Due
{
prosLHDueDate = Convert.ToDateTime(datepicker_NewProspectLHDue.SelectedDate).ToString("yyyy/MM/dd");
}
if (dd_p1p2.SelectedItem.Text != String.Empty)
{
PLevel = dd_p1p2.SelectedItem.Text;
}
tb_notes.Text = Util.DateStamp(tb_notes.Text);
// add username if not already exist
if (tb_notes.Text.Trim() != String.Empty && !tb_notes.Text.EndsWith(")"))
{
tb_notes.Text += " (" + HttpContext.Current.User.Identity.Name + ")";
}
int grade = -1;
bool insert = true;
if (!Int32.TryParse(dd_grade.SelectedItem.Text, out grade))
{
insert = false;
Util.PageMessage(this, "Please select a grade from 1-10!");
}
if (insert)
{
Util.SetRebindOnWindowClose(udp_ptp, true);
if (dd_destination.Items.Count > 0 && dd_destination.SelectedItem != null)
{
hf_team_id.Value = dd_destination.SelectedItem.Value;
}
// Ensure UTF8 encoding
String notes = tb_notes.Text.Trim();
if (!String.IsNullOrEmpty(notes))
{
byte[] bytes = System.Text.Encoding.Default.GetBytes(notes);
notes = System.Text.Encoding.UTF8.GetString(bytes);
}
else
{
notes = null;
}
String lha = tb_lha.Text.Trim();
if (!String.IsNullOrEmpty(lha))
{
byte[] bytes = System.Text.Encoding.Default.GetBytes(lha);
lha = System.Text.Encoding.UTF8.GetString(bytes);
}
else
{
lha = null;
}
String benchmark_data = tb_benchmark_data.Text.Trim();
if (!String.IsNullOrEmpty(benchmark_data))
{
byte[] bytes = System.Text.Encoding.Default.GetBytes(benchmark_data);
benchmark_data = System.Text.Encoding.UTF8.GetString(bytes);
}
else
{
benchmark_data = null;
}
String emails = null;
if (dd_emails.SelectedItem.Value != String.Empty)
{
emails = dd_emails.SelectedItem.Value;
}
String iqry = "INSERT INTO db_prospectreport " +
"(CompanyID,TeamID,CompanyName,Industry,SubIndustry,PLevel,Turnover,Employees,ListGeneratorFriendlyname,DateListDue,Emails," +
"Grade,OriginalGrade,Notes,IsHot,DateLetterHeadDue,LeadHookAngle,BenchmarkNotes) " +
"VALUES(@cpy_id, @team_id, @company, @industry, @sub_industry, @p1p2, @turnover, @employees, @rep, @list_due, @emails, @grade, @grade," +
"@notes,@hot,@lhduedate,@lha,@benchmark_data)";
String[] pn = new String[] {
"@cpy_id",
"@team_id",
"@company",
"@industry",
"@sub_industry",
"@p1p2",
"@turnover",
"@employees",
"@rep",
"@list_due",
"@emails",
"@grade",
"@notes",
"@hot",
"@lhduedate",
"@lha",
"@benchmark_data"
};
Object[] pv = new Object[] {
CompanyManager.CompanyID,
hf_team_id.Value,
CompanyManager.CompanyName,
CompanyManager.BizClikIndustry,
CompanyManager.BizClikSubIndustry,
PLevel,
CompanyManager.Turnover + " " + CompanyManager.TurnoverDenomination,
CompanyManager.CompanySize,
dd_rep.SelectedItem.Text.Trim(),
prosDueDate,
emails,
grade,
notes,
cb_hot.Checked,
prosLHDueDate,
lha,
benchmark_data
};
try
{
// Insert the Propsect first
long pros_id = SQL.Insert(iqry, pn, pv);
// Iterate ALL contacts and remove them from the Leads system
for (int i = 0; i < contact_ids.Count; i++)
{
String ctc_id = (String)contact_ids[i];
String[] ctc_pn = new String[] { "@ctc_id", "@user_id" };
Object[] ctc_pv = new Object[] { ctc_id, hf_user_id.Value };
// Remove Lead from Lead system [all projects for this user] (but ONLY for this user, people may share contacts in their Leads sheet)
String uqry = "UPDATE dbl_lead JOIN dbl_project ON dbl_lead.ProjectID = dbl_project.ProjectID SET dbl_lead.Active=0 WHERE ContactID=@ctc_id AND UserID=@user_id;";
SQL.Update(uqry, ctc_pn, ctc_pv);
}
// Iterate only SELECTED contacts and log them as Pushed To Prospect
String qry = "SELECT LeadID FROM dbl_lead JOIN dbl_project ON dbl_lead.ProjectID = dbl_project.ProjectID WHERE ContactID=@ctc_id AND UserID=@user_id";
String pros_uqry = "UPDATE dbl_lead SET Prospect=1, DateMadeProspect=CURRENT_TIMESTAMP WHERE LeadID=@lead_id";
for (int i = 0; i < selected_ctc_ids.Count; i++)
{
String ctc_id = (String)selected_ctc_ids[i];
String[] ctc_pn = new String[] { "@ctc_id", "@user_id", "@prospect_id" };
Object[] ctc_pv = new Object[] { ctc_id, hf_user_id.Value, pros_id.ToString() };
// LOG: Get id of leads for this user whose contact id is selected as push to prospect
DataTable dt_leads = SQL.SelectDataTable(qry, ctc_pn, ctc_pv);
for (int j = 0; j < dt_leads.Rows.Count; j++)
{
String this_lead_id = dt_leads.Rows[j]["LeadID"].ToString();
SQL.Update(pros_uqry, "@lead_id", this_lead_id);
LeadsUtil.AddLeadHistoryEntry(this_lead_id, "Pushed to Prospect.");
}
// Add to contact context table
iqry = "INSERT INTO db_contact_system_context (ContactID, TargetSystemID, TargetSystem) VALUES (@ctc_id, @prospect_id, 'Prospect')";
SQL.Insert(iqry, ctc_pn, ctc_pv);
}
// Dashboard Log
Util.WriteLogWithDetails("New prospect (" + CompanyManager.CompanyName + ") added in " + hf_office.Value + " - " + hf_team_name.Value + ".", "prospectreports_log");
if (cb_view_writeup.Checked)
{
System.Web.UI.ScriptManager.RegisterClientScriptBlock(this, this.GetType(), "OpenWindow", "window.open('/dashboard/prospectreports/prospectwriteup.aspx?id=" + pros_id + "','_newtab');", true);
}
Util.CloseRadWindowFromUpdatePanel(this, CompanyManager.CompanyName, false);
}
catch (Exception r)
{
if (Util.IsTruncateError(this, r))
{
}
else
{
Util.PageMessage(this, "An error occured, please try again.");
Util.WriteLogWithDetails("Error adding prospect " + r.Message + " " + r.StackTrace, "prospectreports_log");
}
}
}
}
}
public void SaveChanges(object sender, EventArgs e)
{
// insert new notes
String username = Util.GetUserName();
String new_note = tb_add_note.Text.Trim();
tb_add_note.Text = String.Empty;
int is_next_action = 0;
bool IsCommonNote = ((Button)sender).ID == "btn_add_common_note" && dd_common_notes.Items.Count > 0 && dd_common_notes.SelectedItem != null;
String msg = String.Empty;
String uqry;
if (LeadID != String.Empty && !IsCommonNote)
{
// Determine whether an action is changing or is new, then add special note if new/changed
DateTime nad = new DateTime();
bool next_action_changing = false;
if (rdp_next_action.SelectedDate != null && DateTime.TryParse(rdp_next_action.SelectedDate.ToString(), out nad) &&
dd_next_action_type.Items.Count > 0 && dd_next_action_type.SelectedItem != null)
{
if (dd_next_action_type.SelectedItem.Text != String.Empty)
{
next_action_changing = (hf_nat.Value != dd_next_action_type.SelectedItem.Value || hf_nad.Value != nad.ToString());
if (next_action_changing)
{
is_next_action = 1;
if (dd_next_action_type.SelectedItem.Text == "Other" && new_note != String.Empty)
{
new_note += " (" + nad.ToString("d MMMM yy, h tt") + ")";
}
else if (new_note != String.Empty) // removed 06/01/16
{
new_note = new_note + " -- " + dd_next_action_type.SelectedItem.Text + " at " + nad.ToString("d MMMM yy, h tt") + "."; //Environment.NewLine + Environment.NewLine +
}
if (new_note == String.Empty)
{
new_note = dd_next_action_type.SelectedItem.Text + " at " + nad.ToString("d MMMM yy, h tt") + ".";
}
msg = "Next Action Set!";
}
}
uqry = "UPDATE dbl_lead SET NextActionTypeID=@nat, NextActionDate=@nad WHERE LeadID=@LeadID";
SQL.Update(uqry,
new String[] { "@nat", "@nad", "@LeadID" },
new Object[] { dd_next_action_type.SelectedItem.Value, nad, LeadID });
}
uqry = "UPDATE dbl_lead SET DateUpdated=CURRENT_TIMESTAMP WHERE LeadID=@LeadID";
SQL.Update(uqry, "@LeadID", LeadID);
}
if (IsCommonNote)
{
String br = String.Empty;
if (new_note != String.Empty)
{
br = Environment.NewLine + Environment.NewLine;
}
new_note = dd_common_notes.SelectedItem.Text + br + new_note;
}
if (ContactID != String.Empty && new_note != String.Empty)
{
// Ensure we have the latest version of this contact (it may have been merged)
Contact c = new Contact(ContactID);
ContactID = c.ContactID;
new_note = Util.ConvertStringToUTF8(new_note);
String iqry = "INSERT INTO db_contact_note (ContactID, Note, AddedBy, IsNextAction) VALUES (@ContactID, @Note, @AddedBy, @IsNextAction);";
long note_id = SQL.Insert(iqry,
new String[] { "@ContactID", "@Note", "@AddedBy", "@IsNextAction" },
new Object[] { hf_ctc_id.Value, new_note, Util.GetUserId(), is_next_action });
uqry = "UPDATE dbl_lead SET LatestNoteID=@lnid WHERE ContactID=@ContactID";
SQL.Update(uqry,
new String[] { "@lnid", "@ContactID" },
new Object[] { note_id, hf_ctc_id.Value });
// Log
LeadsUtil.AddLeadHistoryEntry(LeadID, "Adding note/next action: " + new_note);
if (msg == String.Empty)
{
msg = "Saved!";
}
Util.PageMessageSuccess(this, msg, "top-right");
if (InWindow) // resize
{
Util.ResizeRadWindow(this);
}
}
BindNotesAndNextAction();
UpdateParentPage();
}