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• Populating fields from a lookup result set in the SalesLogix web client

  Recently, I needed to create an account tab in the web client which would show a number of values from a stand-alone entity in SalesLogix. Using child relationships, SalesLogix web makes this easy to do. In this example, I'm creating a simple Product tab at the account level. This tab contains a Product Lookup to select a product for the account, and then also shows a number of product fields on the view. These product fields are read only, and I wanted them to update based on what was selected in the lookup. Posted Jan 11 2012, 05:30 AM by Jason Buss with | with no comments Tags: How-To, SalesLogix Web, Lookups

• 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. Posted Nov 02 2011, 02:30 AM by Jason Buss with | with no comments Tags: SalesLogix LAN Client, Customizations, Development, How-To, Main Views, Lookups, Quick Find