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Recently, I worked on an import where I spent a considerable amount of time working out how to effectively parse data from a SQL table, for insertion into another table.
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Sage has added an API enhancement to facilitate running Crystal reports in the SalesLogix web client. To get the functionality in 7.5.1, it was necessary to install a reporting update bundle, but the functionality has incorporated into 7.5.2 with no additional...
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In a recent project, I used triggers to enforce some data rules in the Ticket area of SalesLogix. We did this because our client was using both the LAN as well as the Web clients. We were having some difficulty seeing changes in the LAN client when values were set in the Web, and vice-versa.
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In the web client, there's not an easy way to present the user with a multiple choice dialog. One quick and dirty way to do this is to create a new form to function as a dialog.
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Before I get back to Sage CRM topics, I wanted to mention an issue I bumped into an issue in a couple of SLX 7.5.1 databases. Account Type/Subtype combination are generally pretty easy to set up. You just need to create a picklist and name it using the "Code" value for an item in the Account Type Picklist. (For "Lead" for example, create a picklist named "Account Lead" for example). This works fine in most cases, however I discovered that on the insert contact/account screen, it doesn't quite work correctly.
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Over the next few weeks, I'll be posting a walk-through which will outline building a Workslips module for Sage CRM. In this part, I'll cover creating a new table, and defining fields in that table. We're going to start with creating new table structure to hold basic Workslip information. First we have to define the Workslip table. In Sage CRM, got to Administration->Advanced Customization->Tables and Databases and then click the "Create Table" button
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By using the Systems Menu functionality, you have the ability to customize the Administration and Main menus in Sage CRM. As an example, I'm going to add a custom menu item to the main Sage CRM menu to launch the view to create a new Person record in Sage CRM.
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In my last blog post, I outlined how to display data from external database in Sage CRM 200. This week, I'm going to do the same thing, but instead of connecting to an external datasource through SageCRM, I'm going to display the data using a custom ASP page.
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In this post, I will outline a relatively simply process for displaying data in Sage CRM from an external data source.
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Back in January, I posted about the SalesLogix picklist data structure, and outlined how to use the data found in the picklist table to populate other controls such as comboboxes and listboxes. You can find that article here.) If you are performing customizations to version 7.2 or later of SalesLogx, this processes can be greatly simplified by using Application.Picklist instead of directly querying the database.
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Did you know that you can include SQL views in SalesLogix? This can be a very handy method to include data that is not normally part of SalesLogix. It is important to note, that these changes are not sync-aware. However if you are running SalesLogix LAN in a network only environment, this can be a helpful way to include data from external sources.
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Prior to version 7, there was limited access to those activity and history areas in SalesLogix. In a recent project, I had to perform a series of tasks upon completing an activity with a particular Type/Category/Result combination. This had to be done in an 6.2.1 system. In order to do this, I had to modify the OnCompletedActivity active script. I wanted to briefly wanted to outline the modifications I made to this area, just for anyone who is running an older version of SalesLogix.
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I recently had a project which required me to populate the strings collection in an AutoComplete control from data contained in the database. I wanted to take a second to outline how I populate the control's strings, as well as create a reusable script to simplify the process in the future
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From time to time, you may find that you want to reference a control or script on a form other than the one you are currently on. This can be done easily using the Forms collection in SalesLogix.
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If you've ever wanted to implement some sort of Spell Check functionality within your SalesLogix database, you're in luck! The Standard Spell Check vbScript makes it simple to add this functionality to your custom forms
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I wanted to quickly outline a process for passing a condition to a Crystal report in two simple steps. Say you've created an account report that you want to launch via a button on the account detail, limited to the current account record.
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In my last blog post, I described how to use the Progress Bar control to provide feedback to a user when running time intensive processes. In addition to the Progress Bar control, the Animate control can also be used. Animate Control The Animate control...
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When performing lengthly updates in the SalesLogix client, it's a good idea to provide the user with some degree of feedback so that it doesn't appear as though SalesLogix has locked up. The Progress Bar control, can be used for this purpose:
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The opportunity snapshot on the Opportunity Detail view is a handy place to display summary information, but customizing it can be a bit confusing.
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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.
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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.
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For my next few blog posts, I'll go through the steps required to create a new main area in SalesLogix.
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For this post, I'll outline how to use a business rule to enforce field requirements on a Insert view in SalesLogix web
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The tab control is very simple to use, yet gives you another way to organize controls on new views you create in SalesLogix.
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The SplitterPanel control in SalesLogix gives you the ability to partition a view into sections, and gives you the ability to resize the panels at run-time by dragging the splitter line on the control.
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