Page 5116 "Salesperson/Purchaser Card"
Base Application · Microsoft.CRM.Team
Across versions
- BC23-30present
Neighbourhood 7 connected objects and pages
Base Application · Microsoft.CRM.Team · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Salesperson/Purchaser Card |
| SourceTable | Salesperson/Purchaser |
| PageType | Card |
Fields on this page
Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).
| Group | Control | Shows | ToolTip |
|---|---|---|---|
| General | Code | Code | Specifies a code for the salesperson or purchaser. from the table field |
| Name | Name | Specifies the name of the salesperson or purchaser. from the table field | |
| Job Title | Job Title | Specifies the salesperson’s job title. from the table field | |
| Commission % | Commission % | Specifies the percentage to use to calculate the salesperson’s commission. from the table field | |
| Phone No. | Phone No. | Specifies the salesperson’s telephone number. from the table field | |
| Specifies the salesperson’s email address. from the table field | |||
| Next Task Date | Next Task Date | Specifies the date of the next task assigned to the salesperson. from the table field | |
| Privacy Blocked | Privacy Blocked | Specifies whether to limit access to data for the data subject during daily operations. This is useful, for example, when protecting data from changes while it is under privacy review. from the table field | |
| Blocked | Blocked | Specifies whether this Salesperson can be assigned for new documents from the table field | |
| Invoicing | Global Dimension 1 Code | Global Dimension 1 Code | Specifies the code for the global dimension that is linked to the record or entry for analysis purposes. Two global dimensions, typically for the company’s most important activities, are available on all cards, documents, reports, and lists. from the table field |
| Global Dimension 2 Code | Global Dimension 2 Code | Specifies the code for the global dimension that is linked to the record or entry for analysis purposes. Two global dimensions, typically for the company’s most important activities, are available on all cards, documents, reports, and lists. from the table field | |
| FactBoxes | Control3 | part Page 5108 “Salesperson/Purchaser Picture” | — |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Salesperson | Teams | View or edit any teams that the salesperson/purchaser is a member of. | Page 5107 “Salesperson Teams” |
| Contacts | View a list of contacts that are associated with the salesperson/purchaser. | Page 5052 “Contact List” | |
| Dimensions | View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history. | Page 540 “Default Dimensions” | |
| Statistics | View statistical information, such as the value of posted entries, for the record. | Page 5117 “Salesperson Statistics” | |
| Campaigns | View or edit any campaigns that the salesperson/purchaser is assigned to. | Page 5087 “Campaign List” | |
| Segments | View a list of all segments. | Page 5093 “Segment List” | |
| Interaction Log Entries | View interaction log entries for the salesperson/purchaser. | Page 5076 “Interaction Log Entries” | |
| Postponed Interactions | View postponed interactions for the salesperson/purchaser. | Page 5082 “Postponed Interactions” | |
| Tasks | View tasks for the salesperson/purchaser. | Page 5096 “Task List” | |
| Opportunities | View opportunities for the salesperson/purchaser. | Page 5123 “Opportunity List” | |
| Dataverse | User | Open the coupled Dataverse system user. | |
| Synchronize | Send or get updated data to or from Dataverse. | ||
| Coupling | Set Up Coupling | Create or modify the coupling to a Dataverse user. | |
| Delete Coupling | Delete the coupling to a Dataverse user. | ||
| Dataverse | Synchronization Log | View integration synchronization jobs for the salesperson/purchaser table. | |
| History | Sent Emails | View a list of emails that you have sent to this salesperson/purchaser. | |
| Processing | Create Interaction | Create an interaction with a specified contact. | |
| Send Email | Send an email to this person. |
Triggers
OnAfterGetCurrRecord, OnInsertRecord, OnOpenPage
Relations
- source table Table 13 “Salesperson/Purchaser”
Pages and codeunits on this table
- Page 14 “Salespersons/Purchasers” (card page)
Extended by
Calls
From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.
- Codeunit 5330 “CRM Integration Management” (3 calls:
OnAfterGetCurrRecord → SendResultNotification,OnOpenPage → IsCDSIntegrationEnabled,OnOpenPage → IsCRMIntegrationEnabled) - Codeunit 5331 “CRM Coupling Management” (1 call:
OnAfterGetCurrRecord → IsRecordCoupledToCRM)
Called by
- Codeunit 5330 “CRM Integration Management” (1 call:
OpenRecordCardPage → (object)) - Page 5197 “Attendee Subform” (1 call:
ShowCard → (object))
Documented on Microsoft Learn
Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).
Ask your agent
Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Salesperson/Purchaser Card"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.