Login /
Register
 search
 syndication
 about
|
|
 |
Note: this subscription applies to the current blog only.
You will receive each new post via e-mail. Your e-mail
address will not be used for any other purpose.
Browse by Tags
All Tags » Customization ( RSS)
-
|
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.
|
-
|
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 contact detail will display quickly and bring in the data from Twitter when it is received.
|
-
|
When adding custom fields to SalesLogix Mobile, you'll often want to do things to the value, instead of just displaying it as-is. There are many built-in formatting functions, or renderers, available in the out-of-the-box SalesLogix Mobile platform, but what if you need to do something custom? Let's take a look at what built-in formatting functions there are as well as how to create you own custom formatting function on the fly.
|
-
|
Once you've started creating customizations for your SalesLogix Mobile, at some point you'll want to start getting those customizations into production by deploying them or bundling them to add to your production system. This article will walk...
|
-
|
Time to take SalesLogix Mobile to the next level. Customization! This article will outline how to add custom fields to SalesLogix Mobile, from start to finish. You'll walk through every step, from creating the custom field to viewing and editing it in SalesLogix Mobile. Best part? You'll see a video that walks you through the whole process.
|
-
|
I am very pleased to announce a new & free open source tool from Customer FX named the SalesLogix Mobile Developer Toolkit. This toolkit will make your life easier when working with the SalesLogix Mobile product and provide automation to some of the tedious tasks you have to complete before you actually get to start writing code. Let's take a look.
|
-
|
Something that has always frustrated me when using the SalesLogix Web client was how the picklist control only shows four items in the dropdown and you have to scroll up or down to see the rest. This works fine for lists with only a few items, but for bigger lists it is a huge pain. It wasn't until a coworker was asked by a customer that I gave it any thought about how to go about changing this. Luckily, it's a pretty easy change to make.
|
-
|
Chances are, if you're a SalesLogix Business Partner or a SalesLogix developer or administrator, you tend to work with more than one SalesLogix client. Either different customer systems or different systems for testing, development, production, etc. I often have several different systems for several different customers. Something I miss about the SalesLogix Web client is the missing Server\Database in the footer like in the SalesLogix LAN client. That was nice to have for people like us. We'd get distracted with something else and could determine which system we were in with a quick glance to the footer. Let's add it back.
|
-
|
Usually by the third time I see a question asked, I realize it needs to be a blog post. I've been asked by a couple of customers how to add a default sort to the products list on the Add Opportunity Products form in the SalesLogix Web client. The question of how to add a default sort to the list of products in the Add Opportunity Products form in the web client surfaced again today so I am posting the answer here.
|
-
|
Binding a DataGrid at runtime is something that many SalesLogix developers are used to doing while working in the LAN client. This task is every bit as easy in the web platform as well. Let's take a look at how to put this together.
|
-
|
There might be times when you need to do some custom formatting in SalesLogix DataGrids that goes way beyond just simple formatting. A perfect example of this is taking a simple value, such as an indentifier from another external system where you want the value in the DataGrid to be a part of a hyperlink to this other system. In this scenario, you might have a value like "12345", which identifies a matching record in another system and you want this to become <a href="http://theothersystem.com/something?id=12345">12345</a> in the grid. This is where the CustomFormatColumn column type comes in. The problem is that this column type can be a little confusing and not well documented.
|
-
|
Ever since the new SalesLogix 7.2 Web client and platform was released, I've had numerous requests for development training. Until now, I've done that on a very individualized basis, providing web training to single companies at a time. I've decided that it is time to make my web development training classes public, and I'd like your feedback.
|
-
|
I last posted about creating a business rule to return a list of objects. Today, I will take that a step further and bind the List to a DataGrid using the built-in GetByMethod for binding the list.
|
-
|
A common thing that any developer will do when creating a form for an application is to create sections for controls to group similar controls in a panel or other container, making it easy for the user to see that the values are related. There isn't exactly support for creating these "sections" in the SalesLogix Web QuickForms. With a quick bit of tweaks we can easily accomplish this result.
|
-
|
A look at creating a Lookup on the Account Details form in the SalesLogix Web Client for a parent account.
|
-
|
A change was introduced in 7.2.2 regarding custom properties. This post looks at this change and revisits the earlier topic of placing a link to an account's primary contact on the account details form.
|
-
|
SalesLogix Web comes with it's own set of controls to be used on QuickForms. These controls are still in their infancy and will likely grow over time, but for now, there are some things missing that might be perceived as limitations. It's helpful to know more about what is under the hood of these OOTB QuickForm controls so you can easily work around limitations and push the controls to behave the way you want them to work.
|
-
|
It seems that many of the customizations I've done for customers to date include building functionality that exists in the SalesLogix Windows client, but does not yet exist in the Web client. Things such as account products, parent account hierarchy, etc.
|
-
|
I would imagine that it is a common request for many companies that use the SalesLogix customer portal to allow their customers to create tickets to want to bypass the login screen since they might be launching the customer portal from some other customer site where the customer has already logged in. This is a reasonable request. If you've already validated the customer when they logged into some other customer portal or site, you don't want to have them log in again when you launch the custome
|
-
|
When a SalesLogix user logs into the SalesLogix 7.2 Web Client for the first time, they will, by default, end up at a blank area since they have not yet selected a default in their user options (Such as the account or contact area). Chnaging this behavior is a simple thing as long as you know where to do it.
|
|  |
|