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• Launching Schedule Activity functionality in the SLX Web client

  On a recent project, I worked on emulating functionality similar to what is found in the LAN client where a user is presented a dialog asking them to choose between different activity types then launching into the Schedule Activity functionality. I found this was fairly easy to duplicate in the web client, and in this post, I'll quickly go through the steps for creating that type of functionality. Posted Oct 27 2011, 07:31 AM by Jason Buss with | with no comments Tags: SalesLogix, Development, How-To, SalesLogix Web, C#, Forms, DialogWorkspace

• Modifying the 'Copy to E-mail' link in the SalesLogix Web client Opportunity snapshot

  If you've ever wanted to modify the email generated from the Opportunity Snapshot in the web client, you'll find that it is incredibly simple to add new fields to the body of the email. To do so, you will need to modify the OpportunitySnapShot.ascx.cs smart part, found under Portal Manager->Sage SalesLogix->SupportFiles->SmartParts->Opportunity. Posted Jun 08 2010, 07:50 AM by Jason Buss with | with 1 comment(s) Tags: Customizations, SalesLogix, How-To, SalesLogix Web, Email, Smartparts

• Adding "Save" functionality to the SalesLogix 7.5 Web Client Edit Address view

  During a recent SalesLogix customization, we realized that editing an account address does not cause the unsaved data prompt to be displayed. If someone were to modify an account address and neglected to save, changes would be lost without the user being... Posted Jan 14 2009, 01:10 PM by Jason Buss with | with no comments Tags: Customizations, SalesLogix, Development, How-To, SalesLogix Web