April 2009 - Posts

• Adding items to the Opportunity Snapshot (LAN)

  The opportunity snapshot on the Opportunity Detail view is a handy place to display summary information, but customizing it can be a bit confusing. Read more Posted Apr 29 2009, 07:51 AM by Jason Buss with no comments Tags: Basics, Customizations, Development, How-To, SalesLogix, SalesLogix LAN Client, scripting, snapshot, vbscript

• Building new Main Views in SalesLogix LAN - Part 3

  In my last couple blog posts about creating main views, we built our Insert and Detail views, as well as the Mainview container. We also covered creating New menu and Navbar items. The last thing we need to do to make our new main area usable is to create our first group. Read more Posted Apr 22 2009, 02:11 PM by Jason Buss with no comments

• Building new Main Views in SalesLogix LAN - Part 2

  In my last Main Views article, I created the detail view as well as the mainview. For this next part, I'll go through creating an insert view, as well as toolbar and menu items for the new SLXProject entity. Read more Posted Apr 15 2009, 07:00 AM by Jason Buss with no comments Tags: ADO, Controls, Customizations, Development, How-To, mainview objects, SalesLogix, scripting, vbscript

• Using Team Membership for Dynamic view display

  While field level security can be used to limit read\write access to fields by using security profiles, another option is to use team membership to determine how to configure controls on the view itself. In this example, I'll outline how to show different configurations of the Account Detail view based on a users team membership. Read more Posted Apr 08 2009, 07:21 AM by Jason Buss with no comments Tags: Basics, Customizations, Development, How-To, SalesLogix, scripting

• Building new Main Views in SalesLogix LAN - Part 1

  For my next few blog posts, I'll go through the steps required to create a new main area in SalesLogix. Read more Posted Apr 01 2009, 06:51 AM by Jason Buss with no comments Tags: Basics, Controls, Customizations, Development, How-To, mainview objects, SalesLogix, SalesLogix LAN Client