How do I customize the Advanced Contact Lookup in SalesLogix?

Question:

Is it possible to modify the advanced contact lookup function?

I found that it uses the funcion Lookup.QBE but i cannot find such lookup in the lookup manager.

Answer:

This is not located in the Lookup Manager.

You need to customize the Advanced Lookup form. The form is called “Contact QBE Screen”

Just add your custom field and connect it to the database with the Text property.
SalesLogix will do the rest. You can then use this field as a lookup on the Advanced lookup screen.

Submit a Comment

Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) news and product updates!

You have Successfully Subscribed!