private static void WhenCallingString(XLMain.Staff wcStaff) { try { if (wcStaff == null) { XLDocument.UpdateBookmark("Whencalling", ""); XLDocument.UpdateBookmark("Calling", ""); XLDocument.UpdateBookmark("WcEmail", ""); XLDocument.UpdateBookmark("WcEmailAddress", ""); } else { XLDocument.UpdateBookmark("Whencalling", "When calling please ask for: ", 1); XLDocument.UpdateBookmark("Calling", wcStaff.name); if (wcStaff.emails != null) { XLDocument.UpdateBookmark("WcEmail", "e-mail: ", 1); XLDocument.UpdateBookmark("WcEmailAddress", wcStaff.emails[0].email); } else { XLDocument.UpdateBookmark("WcEmail", ""); XLDocument.UpdateBookmark("WcEmailAddress", ""); } } } catch (Exception ex) { MessageBox.Show("Unable to build when calling for"); XLtools.LogException("WhenCallingString", ex.ToString()); } }
private void AddresseeTB_Leave(object sender, EventArgs e) { string addressee = AddresseeTB.Text; XLDocument.UpdateBookmark("Addressee", addressee); XLDocument.UpdateBookmark("Addressee2", addressee); }
private void SalDDL_SelectedIndexChanged(object sender, EventArgs e) { sal = (XLMain.Salutation)SalDDL.SelectedItem; AddresseeTB.Text = sal.addressee; SalutationTb.Text = sal.salutation; XLDocument.UpdateBookmark("Salutation", SalutationTb.Text); XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text); XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text); }
private void EncChk_CheckedChanged(object sender, EventArgs e) { if (EncChk.Checked) { XLDocument.UpdateBookmark("Enc", "Enc", bold: 0, styleName: "ML Main"); } else { XLDocument.UpdateBookmark("Enc", "", bold: 0, styleName: "ML Main"); } }
private void FAOBCheck_CheckedChanged(object sender, EventArgs e) { if (FAOBCheck.Checked) { XLDocument.UpdateBookmark("FAOBOML", "Milsted Langdon"); } else { XLDocument.UpdateBookmark("FAOBOML", ""); } }
private void RevertBtn_Click(object sender, EventArgs e) { try { //Deal with salutations if (client.salutations != null) { SalDDL.DataSource = client.salutations; SalDDL.DisplayMember = "Salutation"; SalDDL.ValueMember = "Addressee"; sal = (XLMain.Salutation)SalDDL.SelectedItem; if (sal != null) { AddresseeTB.Text = sal.addressee; SalutationTb.Text = sal.salutation; } } //Deal with addresses if (docType == "Letter") { if (client.addresses != null) { allAddresses = client.addresses; addressesDDL.DataSource = allAddresses; addressesDDL.DisplayMember = "address1"; addressesDDL.ValueMember = "addressBlock"; add = (XLMain.Address)addressesDDL.SelectedItem; if (add != null) { addTB.Text = add.addressBlock; } } } else if (docType == "Fax") { XLMain.Number fax = XLMain.Number.GetNumber(client.crmID, "Fax"); if (fax != null) { FaxTB.Text = fax.number; } } RevertBtn.Visible = false; XLDocument.UpdateBookmark("Salutation", SalutationTb.Text); XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text); XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text); XLDocument.UpdateBookmark("Address", addTB.Text); XLDocument.UpdateBookmark("Fax", FaxTB.Text); } catch (Exception ex) { MessageBox.Show("Unable to revert"); XLtools.LogException("RevertBtn", ex.ToString()); } }
private void PandCCheck_CheckedChanged(object sender, EventArgs e) { if (PandCCheck.Checked) { XLDocument.UpdateBookmark("PandC", "Private and Confidential"); } else { XLDocument.UpdateBookmark("PandC", ""); } }
private void addressLB_SelectedIndexChanged(object sender, EventArgs e) { try { string str = addressesDDL.SelectedValue.ToString(); addTB.Text = str; } catch { addTB.Text = ""; } XLDocument.UpdateBookmark("Address", addTB.Text); }
private void SalutationTb_Leave(object sender, EventArgs e) { string salutation = SalutationTb.Text; XLDocument.UpdateBookmark("Salutation", salutation); if (salutation == "" || salutation == "Sir" || salutation == "Madam" || salutation == "Sirs" || salutation == "Mesdames") { XLDocument.UpdateBookmark("FaithSincere", "Yours faithfully"); } else { XLDocument.UpdateBookmark("FaithSincere", "Yours sincerely"); } }
private void IPSContactBtn_Click(object sender, EventArgs e) { try { IPSContForm myForm = new IPSContForm(client); myForm.ShowDialog(); XLInsol.Contact selectContact = myForm.selectedContact; if (selectContact != null) { if (docType == "Letter") { if (selectContact != null) { allAddresses = null; addressesDDL.DataSource = null; string add = selectContact.name; add += Environment.NewLine + selectContact.addressBlock; addTB.Text = add; } } else if (docType == "Fax") { if (selectContact.fax != null) { FaxTB.Text = selectContact.fax; } } SalDDL.DataSource = null; AddresseeTB.Text = ""; SalutationTb.Text = ""; RevertBtn.Visible = true; XLDocument.UpdateBookmark("Salutation", SalutationTb.Text); XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text); XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text); XLDocument.UpdateBookmark("Address", addTB.Text); XLDocument.UpdateBookmark("Fax", FaxTB.Text); } else { MessageBox.Show("No address returned"); } } catch (Exception ex) { MessageBox.Show("Unable to fetch insolvency contact"); XLtools.LogException("InsolContactBtn", ex.ToString()); } }
private void UpdateDatebtn_Click(object sender, RibbonControlEventArgs e) { string date = XLDocument.ReadBookmark("Date"); //check to see if bookmark exists, if not just insert date. if (String.IsNullOrEmpty(date)) { XLDocument.InsertText(DateTime.Now.ToString("d MMMM yyyy")); } else { XLDocument.UpdateBookmark("Date", DateTime.Now.ToString("d MMMM yyyy")); XLDocument.UpdateBookmark("Date2", DateTime.Now.ToString("d MMMM yyyy")); } }
private void UpdateBookmarks(string docType) { try { //Build reference string ourRef = OurRef(client, sender, user); if (docType == "Letter") { XLDocument.UpdateBookmark("Address", addTB.Text); XLDocument.UpdateBookmark("Salutation", SalutationTb.Text); XLDocument.UpdateBookmark("Subject", SubjectTB.Text); XLDocument.UpdateBookmark("Date", DateTB.Value.Date.ToString("d MMMM yyyy")); XLDocument.UpdateBookmark("Date2", DateTB.Value.Date.ToString("d MMMM yyyy")); XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text); XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text); DeploySignature(client, sender, AddresseeTB.Text); XLDocument.UpdateBookmark("OurRef", ourRef, 0); } else if (docType == "Fax") { XLDocument.UpdateBookmark("Subject", SubjectTB.Text); XLDocument.UpdateBookmark("Client", client.name); XLDocument.UpdateBookmark("Date", DateTB.Value.Date.ToString("d MMMM yyyy")); XLDocument.UpdateBookmark("Date2", DateTB.Value.Date.ToString("d MMMM yyyy")); XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text); XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text); DeploySignature(client, sender, AddresseeTB.Text); XLDocument.UpdateBookmark("Sender2", sender.name); XLDocument.UpdateBookmark("Fax", FaxTB.Text); XLDocument.UpdateBookmark("OurRef", ourRef, 0); } else if (docType == "FileNote") { XLDocument.UpdateBookmark("Subject", SubjectTB.Text, 1); XLDocument.UpdateBookmark("Date", DateTB.Value.Date.ToString("d MMMM yyyy")); XLDocument.UpdateBookmark("Date2", DateTB.Value.Date.ToString("d MMMM yyyy")); XLDocument.UpdateBookmark("Sender", sender.name, 1); XLDocument.UpdateBookmark("ClientStr", XLDocument.ReadParameter("ClientStr")); XLDocument.UpdateBookmark("OurRef", ourRef, 1); } } catch (Exception ex) { MessageBox.Show("Unable to update bookmarks"); XLtools.LogException("TaskPane-UpdateBookmarks", ex.ToString()); } }
private void SenderDDL_SelectedIndexChanged(object sender, EventArgs e) { try { //Collect the changed record XLMain.EntityCouplet tempSend = (XLMain.EntityCouplet)SenderDDL.SelectedItem; //Convert the entity couplet to a full blown user now we know which one we want if (tempSend.crmID != "") { XLMain.Staff send = XLMain.Staff.FetchStaff(tempSend.crmID); DeploySignature(client, send, AddresseeTB.Text); XLDocument.UpdateParameter("Sender", send.username); //Build reference string ourRef = OurRef(client, send, user); XLDocument.UpdateBookmark("OurRef", ourRef, 0); } else { XLMain.Staff send = new XLMain.Staff(); send.crmID = ""; send.name = tempSend.name; send.initials = ""; DeploySignature(client, send, AddresseeTB.Text); XLDocument.UpdateParameter("Sender", ""); //Build reference string ourRef = OurRef(client, send, user); XLDocument.UpdateBookmark("OurRef", ourRef, 0); //For Milsted Langdon remove for and on behalf if (tempSend.name == "Milsted Langdon LLP") { if (FAOBCheck.Checked) { FAOBCheck.Checked = false; } } } } catch (Exception ex) { MessageBox.Show("Unable to change sender"); XLtools.LogException("TaskPane-SenderDDL", ex.ToString()); } }
private void UpdateRefBtn_Click(object sender, RibbonControlEventArgs e) { string fileID = XLDocument.GetFileID(); if (fileID == DateTime.Now.ToString("yyyy-MM-dd")) { MessageBox.Show("Unable to find FileID. If the document has not yet been placed in VC click First Index."); } else { string ourRef = XLDocument.ReadBookmark("OurRef"); //check to see if bookmark exists, if not just insert date. if (String.IsNullOrEmpty(ourRef)) { XLDocument.InsertText(fileID); } else { ourRef += @"/" + fileID; XLDocument.UpdateBookmark("OurRef", ourRef); } } }
private static void DeploySignature(XLMain.Client client, XLMain.Staff sender, string salutation) { try { //set yours faithfully/Sincerely if (salutation == "" || salutation == "Sir" || salutation == "Madam" || salutation == "Sirs") { XLDocument.UpdateBookmark("FaithSincere", "Yours faithfully"); } else { XLDocument.UpdateBookmark("FaithSincere", "Yours sincerely"); } //dependant on department build and deploy signature block if (client.department == "INS") { if (sender.crmID == "") { XLDocument.UpdateBookmark("Sender", sender.name); XLDocument.UpdateBookmark("Sender2", sender.name); } else { XLInsol.KeyData data = XLInsol.KeyData.FetchKeyData(client.crmID); string str = sender.name; if (data.sign != null && data.sign != "" && data.sign != sender.name) { str += Environment.NewLine + "For " + data.sign; } XLDocument.UpdateBookmark("Sender", str); XLDocument.UpdateBookmark("Sender2", sender.name); if (data.sign != null && data.sign != "") { if (data.caseType == "IVA" || data.caseType == "CVA") { str = data.title + " to the voluntary arrangement of"; } else { str = data.title; } str += Environment.NewLine + client.name; XLDocument.UpdateBookmark("FAOBOML", str); } } } else { if (sender.crmID == "") { XLDocument.UpdateBookmark("Sender", sender.name); XLDocument.UpdateBookmark("Sender2", sender.name); } else { string title = XLMain.Staff.GetJobTitle(sender); string sndr = ""; sndr = sender.name; sndr += Environment.NewLine + title; XLDocument.UpdateBookmark("Sender", sndr); XLDocument.UpdateBookmark("Sender2", sender.name); //if (sender.emails != null) //{ // XLDocument.UpdateBookmark("SenderEmail", "email: " + sender.emails[0].email.ToLower(), bold: 1, styleName: "ML Main"); //} //else //{ // XLDocument.UpdateBookmark("SenderEmail", ""); //} } } } catch (Exception ex) { MessageBox.Show("Unable to deploy signature"); XLtools.LogException("DeploySignature", ex.ToString()); } }
private void FaxTB_Leave(object sender, EventArgs e) { XLDocument.UpdateBookmark("Fax", FaxTB.Text); }
private void GetAddressBtn_Click(object sender, EventArgs e) { try { ContForm myForm = new ContForm(); myForm.ShowDialog(); XLMain.Contact selectContact = myForm.selectedContact; if (selectContact != null) { if (docType == "Letter") { if (selectContact.addresses != null) { allAddresses = selectContact.addresses; addressesDDL.DataSource = allAddresses; addressesDDL.DisplayMember = "address1"; addressesDDL.ValueMember = "addressBlock"; add = (XLMain.Address)addressesDDL.SelectedItem; if (add != null) { addTB.Text = add.addressBlock; } } } else if (docType == "Fax") { XLMain.Number fax = XLMain.Number.GetNumber(client.crmID, "Fax"); if (fax != null) { FaxTB.Text = fax.number; } } //Deal with salutations if (selectContact.salutations != null) { SalDDL.DataSource = selectContact.salutations; SalDDL.DisplayMember = "Salutation"; SalDDL.ValueMember = "Addressee"; sal = (XLMain.Salutation)SalDDL.SelectedItem; if (sal != null) { AddresseeTB.Text = sal.addressee; SalutationTb.Text = sal.salutation; SalutationTb_Leave(this, null); } } else { SalDDL.DataSource = null; SalDDL.DisplayMember = "Salutation"; SalDDL.ValueMember = "Addressee"; AddresseeTB.Text = ""; SalutationTb.Text = ""; } RevertBtn.Visible = true; XLDocument.UpdateBookmark("Salutation", SalutationTb.Text); XLDocument.UpdateBookmark("Addressee", AddresseeTB.Text); XLDocument.UpdateBookmark("Addressee2", AddresseeTB.Text); XLDocument.UpdateBookmark("Address", addTB.Text); XLDocument.UpdateBookmark("Fax", FaxTB.Text); } else { MessageBox.Show("No address returned"); } } catch (Exception ex) { MessageBox.Show("Unable to fetch contact"); XLtools.LogException("TaskPane-ContactBtn", ex.ToString()); } }
private void DateTB_Leave(object sender, EventArgs e) { XLDocument.UpdateBookmark("Date", DateTB.Value.Date.ToString("d MMMM yyyy")); }
private void SubjectTB_Leave(object sender, EventArgs e) { XLDocument.UpdateBookmark("Subject", SubjectTB.Text); }
private void addTB_Leave(object sender, EventArgs e) { XLDocument.UpdateBookmark("Address", addTB.Text); }