/// <summary> /// Import Prospect /// </summary> /// <returns></returns> private int ImportProspect(int iContactID) { BLL.Prospect bProspect = new BLL.Prospect(); Model.Prospect mProspect = new Model.Prospect(); mProspect.LeadSource = this.sLeadSource; mProspect.ReferenceCode = this.sReferenceCode; mProspect.Contactid = iContactID; mProspect.Status = "Active"; mProspect.Created = DateTime.Now; mProspect.CreatedBy = CurrUser.iUserID; mProspect.Loanofficer = Convert.ToInt32(iLoanOfficer); return(bProspect.Add(mProspect)); }
/// <summary> /// Load prospect detail info /// </summary> private void LoadProspectData() { LPWeb.Model.Prospect prospectModel = new Model.Prospect(); try { //prospect detail info prospectModel = this.prospectMgr.GetModel(iProspectID); BLL.Contacts contactMgr = new BLL.Contacts(); LPWeb.Model.Contacts contactModel = contactMgr.GetModel(prospectModel.Contactid); this.lbProspect.Text = contactModel.LastName + ", " + contactModel.FirstName + " " + contactModel.MiddleName; this.lbSSN.Text = (contactModel.SSN.Length > 7 ? "xxx-xx-" + contactModel.SSN.Substring(7) : contactModel.SSN); if (contactModel.DOB != null && Convert.ToDateTime(contactModel.DOB).Year != 1900) { this.lbDOB.Text = Convert.ToDateTime(contactModel.DOB).ToString("MM/dd/yyyy"); } this.lbAddress.Text = contactModel.MailingAddr + ", " + contactModel.MailingCity + ", " + contactModel.MailingState + ", " + contactModel.MailingZip; BLL.Users userMgr = new BLL.Users(); if (prospectModel.Loanofficer != null) { Model.Users userModel = userMgr.GetModel(Convert.ToInt32(prospectModel.Loanofficer)); if (userModel != null) { this.lbLoanOfficer.Text = userModel.LastName + ", " + userModel.FirstName; } } //search info if (this.Request.QueryString["Type"] == null) { if (contactModel.LastName.Trim() != "") { this.tbxBrwLastName.Text = contactModel.LastName; } if (contactModel.FirstName.Trim() != "") { this.tbxBrwFirstName.Text = contactModel.FirstName; } } } catch (Exception ex) { throw ex; } }
protected void Page_Load(object sender, EventArgs e) { if (!IsPostBack) { this.btnPreWarn.OnClientClick = string.Format("return previewEmailTemplate('{0}');", this.ddlWarningEmail.ClientID); this.btnPreOverdue.OnClientClick = string.Format("return previewEmailTemplate('{0}');", this.ddlOverdueEmail.ClientID); this.btnPreComple.OnClientClick = string.Format("return previewEmailTemplate('{0}');", this.ddlComleEmail.ClientID); // bind email template BLL.Template_Email emailTpltManager = new BLL.Template_Email(); DataTable dtEmailTplts = emailTpltManager.GetEmailTemplate(""); this.ddlWarningEmail.DataValueField = "TemplEmailId"; this.ddlWarningEmail.DataTextField = "Name"; this.ddlWarningEmail.DataSource = dtEmailTplts; this.ddlWarningEmail.DataBind(); this.ddlWarningEmail.Items.Insert(0, new ListItem("--select an email template--", "0")); this.ddlOverdueEmail.DataValueField = "TemplEmailId"; this.ddlOverdueEmail.DataTextField = "Name"; this.ddlOverdueEmail.DataSource = dtEmailTplts; this.ddlOverdueEmail.DataBind(); this.ddlOverdueEmail.Items.Insert(0, new ListItem("--select an email template--", "0")); this.ddlComleEmail.DataValueField = "TemplEmailId"; this.ddlComleEmail.DataTextField = "Name"; this.ddlComleEmail.DataSource = dtEmailTplts; this.ddlComleEmail.DataBind(); this.ddlComleEmail.Items.Insert(0, new ListItem("--select an email template--", "0")); BindTaskOwner(); if ("0" == Mode) { BLL.Prospect prospectManager = new BLL.Prospect(); Model.Prospect currProspect = prospectManager.GetModel(ContactId.GetValueOrDefault(0)); if (null == currProspect) { this.ClientScript.RegisterClientScriptBlock(this.GetType(), "_Invalid3", "alert('Invalid query string.');window.close();", true); return; } // set prospect's officer as task owner ListItem listItem = this.ddlOwner.Items.FindByValue(currProspect.Loanofficer.GetValueOrDefault(0).ToString()); if (null != listItem) listItem.Selected = true; this.btnDelete.Enabled = false; this.btnClone.Enabled = false; int nContactId = -1; if (!int.TryParse(Request.QueryString["ContactId"], out nContactId)) nContactId = -1; Model.Contacts contact = contactsManager.GetModel(nContactId); if (null != contact) this.lblClient.Text = string.Format("{0}, {1} {2}", contact.LastName, contact.FirstName, contact.MiddleName); else { PageCommon.AlertMsg(this, "Invalid contact id!"); ClientFun("closewindow", "closeBox(false, false);"); } } else if ("1" == Mode) { if (!ProspectTaskId.HasValue) { // if no ProspectTaskId,thorw exception LPLog.LogMessage(LogType.Logerror, "Invalid client task id"); throw new Exception("Invalid client task id"); } else { Model.ProspectTasks pt = ptManager.GetModel(ProspectTaskId.Value); if (null == pt) { LPLog.LogMessage(LogType.Logerror, string.Format("Cannot find the task with ID:{0}", ProspectTaskId.Value)); } else { if (pt.Completed.HasValue) { this.btnSave.Enabled = false; this.btnDelete.Enabled = false; } Model.Contacts contact = contactsManager.GetModel(pt.ContactId); if (null != contact) this.lblClient.Text = string.Format("{0}, {1} {2}", contact.LastName, contact.FirstName, contact.MiddleName); this.tbTaskName.Text = pt.TaskName; this.ckbEnabled.Checked = pt.Enabled; this.tbDesc.Text = pt.Desc; ListItem listTaskItem = this.ddlOwner.Items.FindByValue(pt.OwnerId.GetValueOrDefault(0).ToString()); if (null != listTaskItem) listTaskItem.Selected = true; this.ddlOwner.SelectedIndex = pt.OwnerId.GetValueOrDefault(); if (pt.Due.HasValue) this.tbDue.Text = pt.Due.Value.ToString("MM/dd/yyyy"); ListItem listItem = this.ddlWarningEmail.Items.FindByValue(pt.WarningEmailTemplId.GetValueOrDefault().ToString()); if (null != listItem) listItem.Selected = true; listItem = this.ddlOverdueEmail.Items.FindByValue(pt.OverdueEmailTemplId.GetValueOrDefault().ToString()); if (null != listItem) listItem.Selected = true; listItem = this.ddlComleEmail.Items.FindByValue(pt.CompletionEmailTemplid.GetValueOrDefault().ToString()); if (null != listItem) listItem.Selected = true; } } } } }