Login / Register  search  syndication  about

          Jason Buss' Blog

Jason Buss on SalesLogix development & customization, SQL, and more.

Modifying the QuickFind Lookup in the SalesLogix LAN client

The Quick Find functionality in the SalesLogix web client is a fast and easy way to look up information from many different areas in SalesLogix, but did you know you could modify the layout of the various lookups displayed in that interface?  The functionality is a little hard to find if you don't know where to look, but this post will explain how you can modify the Quick Find lookups.

 

For this example, I'll look at the Account Details Quick Find.  All the lookups for this functionality are found with all the others under the Manage|Lookups menu in SalesLogix Architect.  For the Quick Find for Account Details, it is the Account.Account lookup.

 

Once you have the lookup, it's a simple matter of changing the layout to include whatever fields you want to include.  The only problem is this... there are many lookups defined under account, as there are for contacts, opportunities, leads, etc.  How are you supposed to know which of those lookups are utilized in the Quick Find view for each entity?

The answer to that lays in the properties for the Main View for each of the areas.  If you look at the Account Details Main View, you will see a property called "QuickFindLookup".  This property defines which lookup is used for that entity.

 

Once you have that information, you know which of the lookups you want to modify.  You also have the option to define a different lookup to be used for the Quick Find for that entity.

That's all there is to it.  Once you know where to look, it's easy to change the Quick Find functionality for each entity.

Thanks for reading!

Jason

 

 

What's This?
  
Bookmark and Share

About Jason Buss

   Jason is a senior application developer with Customer FX.



Related Content
   Telnet Sample to Send an SMTP email
I am always forgetting how to test sending an email through an SMTP gateway using the Telnet client. 
Posted on Dec 12, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
   Problem setting SLXTextbox enabled property / Setting unexposed base control properties for a custom control
I recently had an issue with a Quickform where I was attempting to set the Enabled property of a TextBox
Posted on Dec 05, 2014 by Jason Buss to Jason Buss' Blog
 
   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
Posted on Nov 18, 2014 by Ryan Farley to Ryan Farley's Blog
 
   Adding a report link to the Common Tasks pane in Infor CRM (formerly Saleslogix)
When you are viewing an Entity Detail page, the Common Tasks pane on the right of the page provides a nu
Posted on Nov 12, 2014 by Jason Buss to Jason Buss' Blog
 
   Problem with the Clean Build Folders option in Application Architect
On occasion, it becomes necessary to clean out the build folders and deployed website prior to a build/de
Posted on Sep 16, 2014 by Jason Buss to Jason Buss' Blog
 
Comments

No Comments

Leave a Comment

(required)  
(optional)
(required)  
Add
All contents Copyright © 2014 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register