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I've released some updates to the SalesLogix Mobile Developer Toolkit. This new release adds some fixes and a few new features. Download the SalesLogix Mobile Developer Toolkit New Features Some of the more notable new features in the SalesLogix Mobile...
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As a business partner we work with customer SalesLogix databases often. Along with getting a database backup we need to ask the customer what their SalesLogix admin user password is, as well as any other user passwords needed for testing. I tend to think I'll remember these passwords and don't write them down, but then end up forgetting them later. Step in the SalesLogix User Logins tool. This open source tool from Customer FX will retrieve all SalesLogix user login names and unencrypted passwords with a click of a button.
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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.
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One of the many great things about developing for the SalesLogix Windows client using .NET Extensions is that you are able to unit test your code. However, since .NET Extensions are passed references to the running instance of SalesLogix, it's important to be able to mock those objects so you can test properly. Best of all, this also allows you to fully test and debug within Visual Studio without the need to have SalesLogix even running.
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If you're working in the SalesLogix Windows (LAN) client, why not make as most use as possible of a modern development environment, language, and tools? The SalesLogix .NET Extensions feature in the SalesLogix Windows client is one of the best, and likely least used, features in the SalesLogix Windows client development story. A choice bewteen using an out-dated development environment and VBScript, with no possibility of using source control or a true multi-developer experience verses using Visual Studio, with source control, a modern language and framework where the sky is the limit? I'll take the latter any day. Still not convinced? The .NET Extensions Helper library comes to the rescue. This new open source project from Customer FX will make embedding .NET controls in SalesLogix a breeze.
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I've pushed version 1.2 of Sublogix to NuGet. There's some changes in how the custom entity templates are created by default. In previous versions of Sublogix, the custom entity templates used the display names for tables and fields in SalesLogix to create classes and properties. This caused several problems which this version addresses
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The SalesLogix Group Explorer has become a widely used tool for tracking down issues with SalesLogix groups, allowing you to see the group definition, conditions, layout, and underlying SQL for any SalesLogix group. Best of all it's a free tool. This tool has been updated to work on 64-bit computers as well as all versions of SalesLogix from version 7.2 up to the most recent version 7.5.3.
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I'd like to introduce a new open source project from Customer FX that allows you to create and run background tasks in the SalesLogix Web platform. Background Tasks for SalesLogix provides a framework for you to use to build custom tasks that will run on an interval and perform some action in the background while the SalesLogix Web platform is running.
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Sublogix, the simple repository and entity model for SalesLogix, is now available via the NuPack package management system! You can now easily get Sublogix to use in your own custom SalesLogix projects. Best of all, you can get it easier than ever using the NuPack package management system.
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A few weeks ago I announced Sublogix. Sublogix is Customer FX project that provides a simple repository for SalesLogix development, allowing you to use an entity model and repository in any version of SalesLogix and is great for use in .NET Extensions in the LAN client, stand-alone or addon applications for SalesLogix or whatever. Death to SQL statements. Things are progressing nicely with Sublogix so I decided it was time to give you a closer look.
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Something that was born out of a project I've been working on is a simple repository for SalesLogix that supports all the way back to SalesLogix v6.2 up to the current 7.5.3, both LAN and Web as well as stand alone applications and utilities. I've named it Sublogix. Sublogix is a simple object model and repository for SalesLogix. Sublogix is not meant to replace the SalesLogix Repository that lives in SalesLogix Web. It's purpose is to give you the ability to work with SalesLogix entity objects no matter what environment you're in.
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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.
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Creating modules for SalesLogix Web is something that is likely something that is often overlooked or not used because they are assumed to be too complex or are just not understood. A module is an assembly that you've added to a page or the portal that adds functionality to the page. The great thing about a module is that you can change things about the page without needing to resort to doing something like modifying the deployed pages or SmartParts. This article will look at how to create a module to conditionally hide a menu item at runtime.
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I added a new utility to the Customer FX Labs tonight, the SalesLogix Group Explorer. This utility allows you to dig deeper into the definition of SalesLogix groups than you ever thought possible. You can see the group's layout, included columns, conditions, sort order, and way more. Not only that, but you can also see the SQL query behind the group and view the data that makes up the group, all from outside of SalesLogix. The Group Explorer also gives you the ability to quickly export group data, exporting 100,000 records in a fraction of a second.
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The beta tesing for SalesLogix 7.5 has begun! Completely exciting. This is THE release for SalesLogix web, and one that IMO puts SalesLogix in the front of all other web-based CRM applications. If you're using SalesLogix Web and not yet planning on moving to 7.5 it's time to start planning that upgrade. There will be plenty of things coming to show all the new features of 7.5, but I wanted to point out a few small and less talked about things that I've liked so far in this release.
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An introduction to the RESTful web services layer coming in the SalesLogix 7.5 "Sahara" release, discussing the SData protocol for URL addressable resources and result format types.
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I've released a free addon for SalesLogix 7.2 Web for account relationships. The account hierarchy screens that exist in the SalesLogix Windows client is missing for the SalesLogix 7.2 Web Client. This bundle will bring this functionality into the web client. The addon works exactly the same as this functionality in the windows client. Full source included.
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IIS7 is not yet officially supported for hosting SalesLogix 7.2 Web, but this post will outline a new find that will make it possible to develop and test a SalesLogix Web deployment on Vista (and Windows Server 2008)
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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.
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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.
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I posted before about getting previous values for entity properties in SalesLogix Web. The method I used in that post made use of IEntityState to get the changes for an entity. In SP2 (version 7.2.2 - currently in release candidate as of the time of this post) IEntityState is now obsolete. It has been replaced by Sage.Platform.ChangeManagement.IChangedState. All SalesLogix entities now implement this interface.
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If you're looking for a quick and easy VOIP solution for SalesLogix Web, the latest version of Skype has a browser addin that will give you an automatic integration with SalesLogix Web with zero effort at all.
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If you have been working with SalesLogix 7.2 Web, you've probably discovered the lack of documentation and ran into several frustrating and painful moments where you were not quite sure how to accomplish what you needed. I'll let you in on a secret. You have all the documentation you need - well, maybe not all you need, but you do have a lot.
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Nicolas Galler posted some invaluable info on the lifecycle of SmartParts that inherit from EntityBoundSmartPart. This info just saved me some headaches today even.
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If you've implemented the new SalesLogix 7.2 Web Client, chances are that you've heard complaints from your end-users about the way that required field validation appears when attempting to save a record. You've probably heard, I click Save and nothing happens - they don't notice the little red asterisks next to the required fields that did not validate.
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