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

August 2011 - Posts

  • Modifying the Insert Contact/Account view in the SalesLogix Web client

    Most of the time, it is a simple process to add or subtract fields from views in SalesLogix, but on occasion, it is necessary to perform those changes by modifying custom smartparts rather than making changes directly to a view. A good example of this in the Insert Contact/Account screen in the web client. If you're not familiar with ASP or C#, this can be a little intimidating, but hopefully this post will show the areas you need to modify when making changes to the custom smart part. First of all, you need to find the custom smartpart. The easiest way to do this is to look at the Project Explorer in Application Architect. Expand the Portal manager, Sage SalesLogix, and Pages. Scroll down to the Insert Contact/Account page and double-click on it. This will open the page, and show all the smart parts used. Read more
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