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All Tags » SalesLogix Web ( RSS)
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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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Ah, the SalesLogix Web Client... Having worked with SalesLogix for over a decade, I feel as though there's not a whole lot I can't do with the LAN client. The Web client however.... Well, it seems like I encounter challenges with it every day.
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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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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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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...
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Recently, we had a request to modify the "You have unsaved data on this page" prompt which shows up in the Web Client after modifying data, but before saving the change. This change was requested to increase the visibility of this message to...
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