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  • Create Your CRM Style

    - by Ruth
    Company branding can create a sense of spirit, belonging, familiarity, and fun. CRM On Demand has long offered company branding options, but now, with Release 17, those options have become quicker, easier, and more flexible. Themes (also known as Skins) allow you to customize the appearance of the CRM On Demand application for your entire company, or for individual roles. Users may also select the theme that works best for them. You can create a new theme in 5 minutes or less, but if you're anything like me, you may enjoy tinkering with it for a while longer. Before you begin tinkering, I recommend spending a few moments coming up with a design plan. If you have specific colors or logos you want for your theme, gather those first...that will move the process along much faster. If you want to match the color of an existing Web site or application, you can use tools, like Pixie, to match the HEX/HTML color values. Logos must be in a JPEG, JPG, PNG, or GIF file format. Header logos must be approximately 70 pixels high by 1680 pixels wide. Footer logos must be no more than 200 pixels wide. And, of course, you must have permission to use the images that you upload for your theme. Creating the theme itself is the simple part. Here are a few simple steps. Note: You must have the Manage Themes privilege to create custom themes. Click the Admin global link. Navigate to Application Customization Themes. Click New. Note: You may also choose to copy and edit and existing theme. Enter information for the following fields: Theme Name - Enter a name for your new theme. Show Default Help Link - Online help holds valuable information for all users, so I recommend selecting this check box. Show Default Training and Support Link - The Training and Support Center holds valuable information for all users, so I recommend selecting this check box. Description - Enter a description for your new theme. Click Save. Once you click Save, the Theme Detail page opens. From there, you can design your theme. The preview shows the Home, Detail, and List pages, with the new theme applied. For more detailed information about themes, click the Help link from any page in CRM On Demand Release 17, then search or browse to find the Creating New Themes page (Administering CRM On Demand Application Customization Creating New Themes). Click the Show Me link on that Help page to access the Creating Custom Themes quick guide. This quick guide shows how each of the page elements are defined.

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  • RightNow CX Cloud Service Combined with Oracle Fusion CRM in the Cloud

    - by Richard Lefebvre
    ·        The May 2012 release of Oracle’s RightNow CX Cloud Service, the customer experience suite, is now integrated with Oracle Fusion CRM, helping organizations to achieve sustainable business growth through relevant, cross-channel customer interactions that can increase revenue opportunities and drive organizational efficiencies. Relevant Interactions Build Stronger Customer Relationships ·          Armed with a comprehensive view of all customer interactions across channels, the context and status of these interactions, and an awareness of the customer’s value to the organization, companies can now offer more relevant products and services to customers. ·         Using the combined Oracle RightNow CX Cloud Service and Oracle Fusion CRM solutions, organizations can increase customer retention, drive higher levels of customer advocacy, and increase sales conversion rates with tools designed to: - Provide a complete, cross-channel view of the customer to sales, marketing and service. - Empower sales and service departments to easily collaborate to proactively solve customer issues, using opportunities to provide purchase advice at the right time and with the right solutions. - Allow sales to easily review service history in preparation for sales calls. - Enable agents to understand customer value based upon prior buying habits and existing opportunities. Deeper Insight Enables Targeted, Personalized Opportunities ·          The combination of Oracle RightNow CX Cloud Service and Oracle Fusion CRM allows sales and marketing organizations to simultaneously leverage service interactions from RightNow CX and sales prediction and segmentation capabilities from Fusion Sales. This helps companies to: - Better match products and services to specific customer needs based on customer service history.  - Deliver targeted, personalized interactions intended to help customers derive more value from purchases and to inform future buying decisions. - Identify new opportunities to increase deal size and conversion rates. Supporting Quotes ·         “Every interaction is a relationship opportunity to grow your business. When these interactions are relevant and add value for customers, customers are more likely to trust the relationship and seek purchase advice,” said David Vap, group vice president, Oracle. “This customer trust provides an opportunity to increase customer product adoption and to reduce the cost of customer acquisition, thereby increasing company profitability.” Supporting Resources ·         Oracle Fusion CRM ·         Oracle Fusion Applications ·         Oracle RightNow CX Cloud Service ·         OracleCRM on Facebook ·         OracleCRM on YouTube

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  • Oracle's Web 2.0 Strategy for CRM

    Mark Woollen,Vice President, CRM Product Strategy tells listeners how Oracle's Social CRM Applications harness the latest Web 2.0 technology to create highly intuitive and focused applications for sales users today.

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  • Partner Webinar Series CRM/CX Best Practices - Each Friday - 10am PST

    - by Richard Lefebvre
    A CRM/CX Best Practices Webinar will be led each week by the Oracle CRM/CX Sales Consulting team and focus on Demo best practices and previews Lessons Learned from Sales Cycles Competitive & product/solution positioning information Product updates& progress Replays are available from the webinar's portal. Please see the agenda and webinar details here and join us to learn about a new CX topic each Friday at 10am PT.

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  • The Sensemaking Spectrum for Business Analytics: Translating from Data to Business Through Analysis

    - by Joe Lamantia
    One of the most compelling outcomes of our strategic research efforts over the past several years is a growing vocabulary that articulates our cumulative understanding of the deep structure of the domains of discovery and business analytics. Modes are one example of the deep structure we’ve found.  After looking at discovery activities across a very wide range of industries, question types, business needs, and problem solving approaches, we've identified distinct and recurring kinds of sensemaking activity, independent of context.  We label these activities Modes: Explore, compare, and comprehend are three of the nine recognizable modes.  Modes describe *how* people go about realizing insights.  (Read more about the programmatic research and formal academic grounding and discussion of the modes here: https://www.researchgate.net/publication/235971352_A_Taxonomy_of_Enterprise_Search_and_Discovery) By analogy to languages, modes are the 'verbs' of discovery activity.  When applied to the practical questions of product strategy and development, the modes of discovery allow one to identify what kinds of analytical activity a product, platform, or solution needs to support across a spread of usage scenarios, and then make concrete and well-informed decisions about every aspect of the solution, from high-level capabilities, to which specific types of information visualizations better enable these scenarios for the types of data users will analyze. The modes are a powerful generative tool for product making, but if you've spent time with young children, or had a really bad hangover (or both at the same time...), you understand the difficult of communicating using only verbs.  So I'm happy to share that we've found traction on another facet of the deep structure of discovery and business analytics.  Continuing the language analogy, we've identified some of the ‘nouns’ in the language of discovery: specifically, the consistently recurring aspects of a business that people are looking for insight into.  We call these discovery Subjects, since they identify *what* people focus on during discovery efforts, rather than *how* they go about discovery as with the Modes. Defining the collection of Subjects people repeatedly focus on allows us to understand and articulate sense making needs and activity in more specific, consistent, and complete fashion.  In combination with the Modes, we can use Subjects to concretely identify and define scenarios that describe people’s analytical needs and goals.  For example, a scenario such as ‘Explore [a Mode] the attrition rates [a Measure, one type of Subject] of our largest customers [Entities, another type of Subject] clearly captures the nature of the activity — exploration of trends vs. deep analysis of underlying factors — and the central focus — attrition rates for customers above a certain set of size criteria — from which follow many of the specifics needed to address this scenario in terms of data, analytical tools, and methods. We can also use Subjects to translate effectively between the different perspectives that shape discovery efforts, reducing ambiguity and increasing impact on both sides the perspective divide.  For example, from the language of business, which often motivates analytical work by asking questions in business terms, to the perspective of analysis.  The question posed to a Data Scientist or analyst may be something like “Why are sales of our new kinds of potato chips to our largest customers fluctuating unexpectedly this year?” or “Where can innovate, by expanding our product portfolio to meet unmet needs?”.  Analysts translate questions and beliefs like these into one or more empirical discovery efforts that more formally and granularly indicate the plan, methods, tools, and desired outcomes of analysis.  From the perspective of analysis this second question might become, “Which customer needs of type ‘A', identified and measured in terms of ‘B’, that are not directly or indirectly addressed by any of our current products, offer 'X' potential for ‘Y' positive return on the investment ‘Z' required to launch a new offering, in time frame ‘W’?  And how do these compare to each other?”.  Translation also happens from the perspective of analysis to the perspective of data; in terms of availability, quality, completeness, format, volume, etc. By implication, we are proposing that most working organizations — small and large, for profit and non-profit, domestic and international, and in the majority of industries — can be described for analytical purposes using this collection of Subjects.  This is a bold claim, but simplified articulation of complexity is one of the primary goals of sensemaking frameworks such as this one.  (And, yes, this is in fact a framework for making sense of sensemaking as a category of activity - but we’re not considering the recursive aspects of this exercise at the moment.) Compellingly, we can place the collection of subjects on a single continuum — we call it the Sensemaking Spectrum — that simply and coherently illustrates some of the most important relationships between the different types of Subjects, and also illuminates several of the fundamental dynamics shaping business analytics as a domain.  As a corollary, the Sensemaking Spectrum also suggests innovation opportunities for products and services related to business analytics. The first illustration below shows Subjects arrayed along the Sensemaking Spectrum; the second illustration presents examples of each kind of Subject.  Subjects appear in colors ranging from blue to reddish-orange, reflecting their place along the Spectrum, which indicates whether a Subject addresses more the viewpoint of systems and data (Data centric and blue), or people (User centric and orange).  This axis is shown explicitly above the Spectrum.  Annotations suggest how Subjects align with the three significant perspectives of Data, Analysis, and Business that shape business analytics activity.  This rendering makes explicit the translation and bridging function of Analysts as a role, and analysis as an activity. Subjects are best understood as fuzzy categories [http://georgelakoff.files.wordpress.com/2011/01/hedges-a-study-in-meaning-criteria-and-the-logic-of-fuzzy-concepts-journal-of-philosophical-logic-2-lakoff-19731.pdf], rather than tightly defined buckets.  For each Subject, we suggest some of the most common examples: Entities may be physical things such as named products, or locations (a building, or a city); they could be Concepts, such as satisfaction; or they could be Relationships between entities, such as the variety of possible connections that define linkage in social networks.  Likewise, Events may indicate a time and place in the dictionary sense; or they may be Transactions involving named entities; or take the form of Signals, such as ‘some Measure had some value at some time’ - what many enterprises understand as alerts.   The central story of the Spectrum is that though consumers of analytical insights (represented here by the Business perspective) need to work in terms of Subjects that are directly meaningful to their perspective — such as Themes, Plans, and Goals — the working realities of data (condition, structure, availability, completeness, cost) and the changing nature of most discovery efforts make direct engagement with source data in this fashion impossible.  Accordingly, business analytics as a domain is structured around the fundamental assumption that sense making depends on analytical transformation of data.  Analytical activity incrementally synthesizes more complex and larger scope Subjects from data in its starting condition, accumulating insight (and value) by moving through a progression of stages in which increasingly meaningful Subjects are iteratively synthesized from the data, and recombined with other Subjects.  The end goal of  ‘laddering’ successive transformations is to enable sense making from the business perspective, rather than the analytical perspective.Synthesis through laddering is typically accomplished by specialized Analysts using dedicated tools and methods. Beginning with some motivating question such as seeking opportunities to increase the efficiency (a Theme) of fulfillment processes to reach some level of profitability by the end of the year (Plan), Analysts will iteratively wrangle and transform source data Records, Values and Attributes into recognizable Entities, such as Products, that can be combined with Measures or other data into the Events (shipment of orders) that indicate the workings of the business.  More complex Subjects (to the right of the Spectrum) are composed of or make reference to less complex Subjects: a business Process such as Fulfillment will include Activities such as confirming, packing, and then shipping orders.  These Activities occur within or are conducted by organizational units such as teams of staff or partner firms (Networks), composed of Entities which are structured via Relationships, such as supplier and buyer.  The fulfillment process will involve other types of Entities, such as the products or services the business provides.  The success of the fulfillment process overall may be judged according to a sophisticated operating efficiency Model, which includes tiered Measures of business activity and health for the transactions and activities included.  All of this may be interpreted through an understanding of the operational domain of the businesses supply chain (a Domain).   We'll discuss the Spectrum in more depth in succeeding posts.

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  • Registre des ventes pour les partenaires Oracle CRM et Inquira

    - by swalker
    Découvrez plus en détail le positionnement et les fonctionnalités d'Oracle CRM et d'InQuira. Grâce à ce guide pour la vente Oracle CRM & InQuira Playbook, vous avez toutes les cartes en main pour vendre, identifier et qualifier des opportunités et appliquer des scénarios de vente spécifiques. Découvrez également comment concentrer vos ressources et tirer profit des tremplins OPN Specialized pour élargir votre offre.

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  • Google Analytics says I'm Getting 50 percent bounce rate on my website ! Help!

    - by Ali
    Hi guys, I recently launched my web application and set up google analytics to monitor it. For some weird reason google analytics shows a 49.7 percent bounce rate - I'm quite suprised as to why and how is this possible. My web application works well - I've never been bounced off even once whenever I visit it from any browser. What's going on I have no idea what to look out for here?

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  • Webcast: Redefining the CRM and E-Commerce Experience with Oracle Exalogic

    - by Sanjeev Sharma
    Have your CRM applications been growing in cost and complexity? Do your customers want to reach you through more channels than ever? Does your business need to handle peak sales and customer service demand, but your IT budget only covers current needs? Learn how Oracle Exalogic combines Oracle hardware and software to achieve breakthrough performance and scalability, and how real Oracle customers are simplifying the deployment and management of their CRM applications. Register for the webcast here.

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  • What are Social CRM Applications?

    Listen to Anthony Lye, Senior Vice President of CRM, discuss how Oracle's Social CRM Applications combine powerful enterprise applications and the latest in social networking with Web 2.0 technology to dramatically improve end user productivity.

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  • How can I create a heat map based on data from Google Analytics?

    - by tnorthcutt
    How would one go about creating a heat map (say, of the US) based on location data from Google Analytics? I'd like to somehow create such a map with the visitor data from several websites that use Google Analytics. I'm not really looking for a step-by-step tutorial, just some suggestions on how to start. Assume little to no programming experience, but a willingness to learn and hack together stuff to make it work.

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  • Oracle CRM und Inquira Vertriebsskript für Partner

    - by swalker
    Informationen über Produktpositionierung und Funktionalität von Oracle CRM und InQuira Diese Skripts von Oracle CRM und InQuira (Sales Playbook) unterstützen Sie beim Vertrieb, bei der Identifizierung und Qualifizierung von Vertriebs-Chancen und bei der Entwicklung von Vertriebsszenarien. Setzen Sie Schwerpunkte bei der Verwendung Ihrer Ressourcen, und erweitern Sie Ihr Angebot mit den OPN Specialized-Optionen, die Ihrem Unternehmen zur Verfügung stehen.

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  • 3 Important Questions to Ask Google Analytics

    With dozens of free web analytics tools available in the market, Google Analytics stands out because it provides data like no other tool does. Just add a few lines of JavaScript code to your website';... [Author: Debbie Everson - Web Design and Development - April 02, 2010]

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  • Analytics for Windows 8 apps using Markedup

    - by nmarun
    The Windows 8 store does provide some analytics information to you in terms of downloads by market or by age group, ratings, in-app purchases. I find that a little too limiting. What if I want to know what page my users are spending most of their time or what events are being raised more frequently or are my users calling my app through the search contract I implemented or how many times was the share contract called. To answer questions like this, you need a more mature analytics framework. Markedup...(read more)

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  • How should I interpret site analytics with 11 pageviews in an 3 second visit?

    - by Juank
    I'm using google analytics and recently i've noticed some weird trends going on. I have a lot of visits that last mere seconds but mark several page views... more than a normal human can see in that range of time. A specific case is that the only visitor from Ireland i've had until now recorded 11 pageviews in a 3 second visit. Are these crawlers? Shouldn't google analytics filter those out?

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  • Best Free and Open Source CRM Software

    <b>Tech Source: </b>"If you happen to own a business and are looking for CRM applications, I have here a list of some of the most well-known free and open-source customer relationship management (CRM) software available today."

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  • LinkShare - A Customer Case of Highly Scalable BI and Analytics for E-Commerce Marketing

    LinkShare is one of the largest users of BI and Analytics for its innovative, E-commerce, Affiliate Marketing and Pay-per-Action services. It use OBIEE to gain insights into its own performance but also offers vast amounts of data and analytics to its customers on the performance of their marketing programs and campaigns. This session will highlight how creative firms can use BI to transform the products and services they provide to their customers and use BI as a competitive differentiator.

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  • Oracle CRM On Demand Release 16

    Sandi Main Director, Oracle CRM On Demand Product Management provides an update on the features of this exciting new release. Learn how you can leverage Oracle CRM On Demand Release 16 to increase productivity and maximize your business needs.

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  • Web Analytics Services - Why Are They So Important?

    A thorough and careful analysis of web analytics of your site would provide you that all important information which will help you to attract more qualified visitors to your site. But before this, you need to understand what are the important ingredients of web analytics services.

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  • ???????????????????Siebel CRM Public Sector 8.2????????

    - by junko.ishikawa
    ?????????????????????????????????????Siebel CRM Public Sector 8.2?????????????????????????????? ??????????????????????????????????????????????????e-Japan???????????????????????????????????????????? ?Siebel CRM Public Sector 8.2??????????????????????????????????????????????????????????????????????????????????????????????????????????????????

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  • Dynamics CRM Customer Portal Accelerator Installation

    - by saturdayplace
    (I've posted this question on the codeplex forums too, but have yet to get a response) I've got an on-premise installation of CRM and I'm trying to hook the portal to it. My connection string in web.config: <connectionStrings> <add name="Xrm" connectionString="Authentication Type=AD; Server=http://myserver:myport/MyOrgName; User ID=mydomain\crmwebuser; Password=thepassword" /> </connectionStrings> And my membership provider: <membership defaultProvider="CustomCRMProvider"> <providers> <add connectionStringName="Xrm" applicationName="/" enablePasswordRetrieval="false" enablePasswordReset="true" requiresQuestionAndAnswer="false" requiresUniqueEmail="true" passwordFormat="Hashed" minRequiredPasswordLength="1" minRequiredNonalphanumericCharacters="0" name="CustomCRMProvider" type="System.Web.Security.SqlMembershipProvider" /> </providers> </membership> Now, I'm super new to MS style web development, so please help me if I'm missing something. In Visual Studio 2010, when I go to Project ASP.NET Configuration it launches the Web Site Administration Tool. When I click the Security Tab there, I get the following error: There is a problem with your selected data store. This can be caused by an invalid server name or credentials, or by insufficient permission. It can also be caused by the role manager feature not being enabled. Click the button below to be redirected to a page where you can choose a new data store. The following message may help in diagnosing the problem: An error occurred while attempting to initialize a System.Data.SqlClient.SqlConnection object. The value that was provided for the connection string may be wrong, or it may contain an invalid syntax. Parameter name: connectionString I can't see what I'm doing wrong here. Does the user mydomain\crmwebuser need certain permissions in the SQL database, or somewhere else? edit: On the home page of the Web Site Administration Tool, I have the following: **Application**:/ **Current User Name**:MACHINENAME\USERACCOUNT Which is obviously a different set of credentials than mydomain\crmwebuser. Is this part of the problem?

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  • MS Dynamics CRM trapping .NET error before I can handle it

    - by clifgriffin
    This is a fun one. I have written a custom search page that provides faster, more user friendly searches than the default Contacts view and also allows searching of Leads and Contacts simultaneously. It uses GridViews bound to SqlDataSources that query filtered views. I'm sure someone will complain that I'm not using the web services for this, but this is just the design decision we made. These GridViews live in UpdatePanels to enable very slick AJAX updates upon search. It's all working great. Nearly ready to be deployed, except for one thing: Some long running searches are triggering an uncatchable SQL timeout exception. [SqlException: Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding.] at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj) at System.Data.SqlClient.SqlDataReader.ConsumeMetaData() at System.Data.SqlClient.SqlDataReader.get_MetaData() at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString) at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, DbAsyncResult result) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method) at System.Data.SqlClient.SqlCommand.ExecuteReader(CommandBehavior behavior, String method) at System.Data.SqlClient.SqlCommand.ExecuteDbDataReader(CommandBehavior behavior) at System.Data.Common.DbCommand.System.Data.IDbCommand.ExecuteReader(CommandBehavior behavior) at System.Data.Common.DbDataAdapter.FillInternal(DataSet dataset, DataTable[] datatables, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, String srcTable) at System.Web.UI.WebControls.SqlDataSourceView.ExecuteSelect(DataSourceSelectArguments arguments) at System.Web.UI.DataSourceView.Select(DataSourceSelectArguments arguments, DataSourceViewSelectCallback callback) at System.Web.UI.WebControls.DataBoundControl.PerformSelect() at System.Web.UI.WebControls.BaseDataBoundControl.DataBind() at System.Web.UI.WebControls.GridView.DataBind() at System.Web.UI.WebControls.BaseDataBoundControl.EnsureDataBound() at System.Web.UI.WebControls.CompositeDataBoundControl.CreateChildControls() at System.Web.UI.Control.EnsureChildControls() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) I found that CRM is doing a server.transfer to capture this error because my UpdatePanels started throwing JavaSript errors when this error would occur. I was only able to get the full error message by using the JavaScript debugger in IE. Having found this error, I thought the solution would be simple. I just needed to wrap my databind calls in try/catch blocks to capture any errors. Unfortunately it seems CRM's IIS configuration has the magic ability to capture this error before it ever gets back to my code. Using the debugger I never see it. It never gets to my catch blocks, but it's clearly happening in the SQL Data Source which is clearly (by the stack trace) being triggered by my GridView bind. Any ideas on this? It's driving me crazy. Code Behind (with some irrelevant functions omitted): protected void Page_Load(object sender, EventArgs e) { //Initialize some stuff this.bannerOracle = new OdbcConnection(ConfigurationManager.ConnectionStrings["OracleConnectionString"].ConnectionString); //Prospect default HideProspects(); HideProspectAddressColumn(); //Contacts default HideContactAddressColumn(); //Default error messages gvContacts.EmptyDataText = "Sad day. Your search returned no contacts."; gvProspects.EmptyDataText = "Sad day. Your search returned no prospects."; //New search try { SearchContact(null, -1); } catch { gvContacts.EmptyDataText = "Oops! An error occured. This may have been a timeout. Please try your search again."; gvContacts.DataSource = null; gvContacts.DataBind(); } } protected void txtSearchString_TextChanged(object sender, EventArgs e) { if(!String.IsNullOrEmpty(txtSearchString.Text)) { try { SearchContact(txtSearchString.Text, Convert.ToInt16(lstSearchType.SelectedValue)); } catch { gvContacts.EmptyDataText = "Oops! An error occured. This may have been a timeout. Please try your search again."; gvContacts.DataSource = null; gvContacts.DataBind(); } if (chkProspects.Checked == true) { try { SearchProspect(txtSearchString.Text, Convert.ToInt16(lstSearchType.SelectedValue)); } catch { gvProspects.EmptyDataText = "Oops! An error occured. This may have been a timeout. Please try your search again."; gvProspects.DataSource = null; gvProspects.DataBind(); } finally { ShowProspects(); } } else { HideProspects(); } } } protected void SearchContact(string search, int type) { SqlCRM_Contact.ConnectionString = ConfigurationManager.ConnectionStrings["MSSQLConnectionString"].ConnectionString; gvContacts.DataSourceID = "SqlCRM_Contact"; string strQuery = ""; string baseQuery = @"SELECT filteredcontact.contactid, filteredcontact.new_libertyid, filteredcontact.fullname, 'none' AS line1, filteredcontact.emailaddress1, filteredcontact.telephone1, filteredcontact.birthdateutc AS birthdate, filteredcontact.gendercodename FROM filteredcontact "; switch(type) { case LASTFIRST: strQuery = baseQuery + "WHERE fullname LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LAST: strQuery = baseQuery + "WHERE lastname LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case FIRST: strQuery = baseQuery + "WHERE firstname LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LIBERTYID: strQuery = baseQuery + "WHERE new_libertyid LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case EMAIL: strQuery = baseQuery + "WHERE emailaddress1 LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case TELEPHONE: strQuery = baseQuery + "WHERE telephone1 LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case BIRTHDAY: strQuery = baseQuery + "WHERE filteredcontact.birthdateutc BETWEEN @dateStart AND @dateEnd AND filteredcontact.statecode = 0"; try { DateTime temp = DateTime.Parse(search); if (temp.Year < 1753 || temp.Year > 9999) { search = string.Empty; } else { search = temp.ToString("yyyy-MM-dd"); } } catch { search = string.Empty; } SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("dateStart", DbType.String, search.Trim() + " 00:00:00.000"); SqlCRM_Contact.SelectParameters.Add("dateEnd", DbType.String, search.Trim() + " 23:59:59.999"); break; case SSN: //Do something break; case ADDRESS: strQuery = @"SELECT contactid, new_libertyid, fullname, line1, emailaddress1, telephone1, birthdate, gendercodename FROM (SELECT FC.contactid, FC.new_libertyid, FC.fullname, FA.line1, FC.emailaddress1, FC.telephone1, FC.birthdateutc AS birthdate, FC.gendercodename, ROW_NUMBER() OVER(PARTITION BY FC.contactid ORDER BY FC.contactid DESC) AS rn FROM filteredcontact FC INNER JOIN FilteredCustomerAddress FA ON FC.contactid = FA.parentid WHERE FA.line1 LIKE @value AND FA.addressnumber <> 1 AND FC.statecode = 0 ) AS RESULTS WHERE rn = 1"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); ShowContactAddressColumn(); break; default: strQuery = @"SELECT TOP 500 filteredcontact.contactid, filteredcontact.new_libertyid, filteredcontact.fullname, 'none' AS line1, filteredcontact.emailaddress1, filteredcontact.telephone1, filteredcontact.birthdateutc AS birthdate, filteredcontact.gendercodename FROM filteredcontact WHERE filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; break; } if (type != ADDRESS) { HideContactAddressColumn(); } gvContacts.PageIndex = 0; //try //{ // SqlCRM_Contact.DataBind(); //} //catch //{ // SqlCRM_Contact.DataBind(); //} gvContacts.DataBind(); } protected void SearchProspect(string search, int type) { SqlCRM_Prospect.ConnectionString = ConfigurationManager.ConnectionStrings["MSSQLConnectionString"].ConnectionString; gvProspects.DataSourceID = "SqlCRM_Prospect"; string strQuery = ""; string baseQuery = @"SELECT filteredlead.leadid, filteredlead.fullname, 'none' AS address1_line1, filteredlead.emailaddress1, filteredlead.telephone1, filteredlead.lu_dateofbirthutc AS lu_dateofbirth, filteredlead.lu_gendername FROM filteredlead "; switch (type) { case LASTFIRST: strQuery = baseQuery + "WHERE fullname LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LAST: strQuery = baseQuery + "WHERE lastname LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case FIRST: strQuery = baseQuery + "WHERE firstname LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LIBERTYID: strQuery = baseQuery + "WHERE new_libertyid LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case EMAIL: strQuery = baseQuery + "WHERE emailaddress1 LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case TELEPHONE: strQuery = baseQuery + "WHERE telephone1 LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case BIRTHDAY: strQuery = baseQuery + "WHERE filteredlead.lu_dateofbirth BETWEEN @dateStart AND @dateEnd AND filteredlead.statecode = 0"; try { DateTime temp = DateTime.Parse(search); if (temp.Year < 1753 || temp.Year > 9999) { search = string.Empty; } else { search = temp.ToString("yyyy-MM-dd"); } } catch { search = string.Empty; } SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("dateStart", DbType.String, search.Trim() + " 00:00:00.000"); SqlCRM_Prospect.SelectParameters.Add("dateEnd", DbType.String, search.Trim() + " 23:59:59.999"); break; case SSN: //Do nothing break; case ADDRESS: strQuery = @"SELECT filteredlead.leadid, filteredlead.fullname, filteredlead.address1_line1, filteredlead.emailaddress1, filteredlead.telephone1, filteredlead.lu_dateofbirthutc AS lu_dateofbirth, filteredlead.lu_gendername FROM filteredlead WHERE address1_line1 LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); ShowProspectAddressColumn(); break; default: strQuery = @"SELECT TOP 500 filteredlead.leadid, filteredlead.fullname, 'none' AS address1_line1 filteredlead.emailaddress1, filteredlead.telephone1, filteredlead.lu_dateofbirthutc AS lu_dateofbirth, filteredlead.lu_gendername FROM filteredlead WHERE filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; break; } if (type != ADDRESS) { HideProspectAddressColumn(); } gvProspects.PageIndex = 0; //try //{ // SqlCRM_Prospect.DataBind(); //} //catch (Exception ex) //{ // SqlCRM_Prospect.DataBind(); //} gvProspects.DataBind(); }

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  • Tracking Google Analytics events with server side request automation

    - by Esko
    I'm currently in the process of programming an utility which generates GA tracking pixel (utm.gif) URL:s based on given parameters. For those of you who are wondering why I'm doing this on the server side, I need to do this server side since the context which I'm going to start tracking simply doesn't support JavaScript and as such ga.js is completely useless to me. I have managed to get it working otherwise quite nicely but I've hit a snag: I can't track events or custom variables because I have no idea how exactly the utme parameter's value should be structured to form a valid event or var type hit. GA's own documentation on this parameter isn't exactly that great, either. I've tried everything from Googling without finding anything (which I find ironic) to reverse engineering ga.js, unfortunately it's minified and quite unreadable because of that. The "mobile" version of GA didn't help either since officially GA mobile doesn't support events nor vars. To summarize, what is the format of the utme parameter for page hit types event and custom variable?

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  • web analytics open source software recommendations

    - by contact-kram
    What do people use to gather metrics for their site? Do you have any open source recommendations? I would like something based on php + mysql, easily extensible and in addition to getting UX usage information, I would also need to know how my product gets used in the backend. Database and web server metrics is also something I would be interested in garnering. Please advice.

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