Tag: Customization

Adding a Filter/Condition to the Contact Attendees Lookup in the Infor CRM Activity Editor Dialog

I’ve posted a few times before about customizing the Infor CRM (Saleslogix) Activity Editor Dialog. It’s a form made up of 100% Javascript so customizing it isn’t like your typical Infor CRM Web customizations. In this article, we’ll be looking at how to customize the lookup to add contact attendees (participants) to the activity. Specifically, […]

Customizing the Activity Dialog in Infor CRM to Default the Activity Location to the Selected Contact’s Address

Customizing the Activity Dialog in Infor CRM Web is not like customizing other forms. This form is not a QuickForm/SmartPart or ASP.NET form. Instead, it is made entirely of Javascript. However, once you’ve learned the basics of how to work with it, you actually have every bit as much flexibility, or more, than working with a […]

Problem Showing All Area, Category, and Issue Values in Infor CRM (Saleslogix) Mobile And How to Fix

There is an issue with the Infor CRM (Saleslogix) Mobile client where, if you have a large list of Area, Category, & Issue values, not all of them will show in the lookup. This is caused by the fact that the out of the box AreaCategoryIssue lookup will retrieve only 200 rows, and, then filter the distinct list of these 200 rows to show the available area, category, or issue values. The problem comes into play when you have more than 200 rows ...

Index of Posts for Starting with Infor CRM (Saleslogix) Development

The blogs on customerfx.com go all the way back to 2003. There's years and years worth of information that we've accumulated and shared. Since the beginning of the Infor CRM (Saleslogix) web client, we've been posting and sharing what we've learned ever since. However, if you're just starting with developing & customizing the web client, it might be hard to know what to start reading. This post will contain an index of pos...

Easily Showing and Hiding Tabs at Runtime in Infor CRM (Saleslogix)

Showing and hiding tabs in the Infor CRM (Saleslogix) client should be an easy thing. It should be something you can do on demand, and any time, no matter where things are in the page life-cycle. You should be able to show or hide tabs based on changes in other controls on the detail form. The help in Application Architect describes creating a module, an external assembly that you can wire up for the portal to show and hide tabs and runtime. That...

Avoiding the Dirty Data Message When Programatically Redirecting to a Record in Infor CRM (Saleslogix)

In my last post I wrote about using the OnClientClick property of a control (or button) to run JavaScript prior to running the actual server-side click action in order to prompt a confirmation message. To piggy-back on that post, there are a lot of useful things you can do with javascript that will run before your form submits back to the server to so some action. In this post, we'll look at that same idea to clear the dirty-flag with client-...

Confirming Actions With an "Are you sure?" Prompt in Infor CRM (Saleslogix)

I'm not a huge fan of bugging end users. I figure, if an end user clicked something, he or she meant to click it. However, that's not always the case. It's especially a good idea for destructive actions or for things that will make a lot of changes and you want to make sure before you pass the point of no return. If a user clicks something and you need to confirm the action with some sort of "Are you sure?" prompt, then it m...

Programmatically Using Security Roles and Secured Actions in Infor CRM (Saleslogix)

In most places in the Infor CRM (Saleslogix) web client, it's pretty easy to use security roles. You simply add the role string to an "Applied Security" property and the rest is magic. But what if you need to get more granular than that? What if you need to access the roles at runtime and apply security to something that doesn't have an Applied Security property? What if you need to apply role security to individual controls on ...

Finding the Current Parent Record ID in SalesLogix Web

Sometimes it’s the easiest things that can be a big barrier to entry for getting started with something. I was reminded of this recently with some forum posts on slxdeveloper.com. Something as simple as getting the ID value of the current record can get in the way of getting the real work done if you’re […]

SQL Stored Procedure to Create SalesLogix Table ID Values

Most of the SalesLogix systems I see now days no longer use remote users. Instead, all users VPN into a central network to access SalesLogix, or use the SalesLogix Web and Mobile clients instead for remote users. This removes the need to worry about things like synchronization for remote users and also allows you to do some SalesLogix table manipulation without going through the SalesLogix OLE DB Provider since things no longer have to be "s...

Installing Git – Git for the Saleslogix Developer Series

A necessity for Saleslogix Developers. Below is an oldie, but a goodie. One of our most popular Developer focused videos on the Customer FX YouTube channel, "Installing Git - Git for the Saleslogix Developer Series", covers installing and configuring Git for new users, using Git Extensions, Github, and Git Extensions for Saleslogix.

Saleslogix Mobile Video: Adding Custom Fields

Making mobile work the way you do. Saleslogix Mobile has many great features to help users who are out in the field, but sometimes you need a little bit more. Watch our second video in our Mobile Development series and learn how to implement custom fields.

A Deeper Look at Adding Custom Fields in SalesLogix Mobile

We looked previously at adding custom fields to the SalesLogix Mobile client. It was easy enough to do, but as I've mentioned before, one of the hardest parts about customizing the mobile product is that you have to know what to type. Let's take a look at just what's available when adding custom fields in an customization module so you'll have all the knowledge you need.

Consuming Data from External Applications in SalesLogix Mobile Customizations

The SalesLogix Mobile client is more customizable than you might think. It's easy to assume that the new architecture isn't as customizable as you might be used to with SalesLogix Web or LAN clients. However, it does sometimes take some rethinking. In this article we'll look at how to add a customization that pulls in data from the Twitter API and displays on the contact detail. We'll delay the loading of the data so that the cont...

Subscribe To Our Newsletter

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

You have Successfully Subscribed!