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. Read more

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. Read more

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. Read more

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... Read more

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... Read more

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. Read more

One of the first steps to doing customizations for the SalesLogix Mobile product is to set up a development environment. This task can be confusing for those just starting out with mobile, but with the help of the SalesLogix Mobile Developer Toolkit this is made much simpler. Even better, this article includes a video to walk you through the process. Read more

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. Read more

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. Read more

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. Read more

When integrating another system, application, or website with SalesLogix there are many options. If you're need to make connections to the SalesLogix database via the provider using user credentials you either need to prompt the user for login (again) or you can pass the connection information along to the other system. Read more

When you're developing an application or customization using SData for SalesLogix, the fewer trips you make to the server the better. Moving data back and forth across the wire will always be the biggest bottleneck in your code, so making use of nested payloads will save you some trips by bringing all the data you're after back in one pass. Read more

If you've followed my posts on Sublogix, or even better, given Sublogix a spin, you'll know that if you're doing SalesLogix development Sublogix can save you a ton of time and give you a much easier to use data access and entity model. This post will show you how to extend the Sublogix entities to give you even easier access and save even more time. Read more

A couple of weeks ago I announced the .NET Extensions Helper open source library. I figured it was time for a more complete walkthrough so this post will show a video of how to get the library and use it to embed a .NET UserControl on a SalesLogix account tab. Let's take a look. Read more

Imagine this. The full, awesome power of the SalesLogix Mobile client, embedded in Outlook that shows the matching contact from the context of the currently selected e-mail in Outlook. Pretty awesome thought, right? Well, it's an idea that I have in the works, and not all that far off. Read more

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. Read more

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. Read more

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 Read more

In this fourth post in the SalesLogix SData series, I will introduce how to write queries for SalesLogix SData and will point to a useful resource as you get started, or more comfortable with SData. View the SalesLogix SData series index SData Query Language... Read more

If you followed my last two posts, you'll know some basics of what SData is and how to get it to use in your projects. In this post, we will take this a step further and look at how to actually use it, starting with how to query data from SalesLogix. Read more

In my previous post, an Overview of SData, I outlined the working parts and anatomy of the web enabled API for SalesLogix known as SData. In this post I will show you how to take your first step with how to get the SData Client Library. Read more

Chances are, if you work or use SalesLogix (or any Sage product) you've heard of SData by now. SData is a basically a web enabled API for SalesLogix allowing you to interact with SalesLogix data from an external application or website. The great thing about SData is that it is a specification that is implemented via RESTful web services. This means you're not limited to using SData with a particular technology (such as exclusively via .NET). In a nutshell, SData works via sending and receiving XML payloads via a URL. Pretty simple. This article will take a high-level overview of SData as an introduction (which means there will be several more in-depth posts on the way). Read more

Some of you have reported that you've been experiencing errors mentioning "getcp" when using Git Extensions for SalesLogix. This post will outline the problem and show how to fix it. Read more

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. Read more

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. Read more