 |
Note: this subscription applies to the current blog only.
You will receive each new post via e-mail. Your e-mail
address will not be used for any other purpose.
Browse by Tags
All Tags » SalesLogix ( RSS)
-
|
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.
|
-
|
If you've been following our blogs, such as mine or our others written by Ryan Farley, Kris Halsrud and George Jensen (among others), we now have feeds set up on both Twitter and Facebook! These feeds are a great and easy way to stay on top of new information relevant to SalesLogix, SageCRM and all the great content that comes out of Customer FX.
|
-
|
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.
|
-
|
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.
|
-
|
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.
|
-
|
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
|
-
|
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...
|
-
|
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:
|
-
|
The opportunity snapshot on the Opportunity Detail view is a handy place to display summary information, but customizing it can be a bit confusing.
|
-
|
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.
|
-
|
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.
|
-
|
For my next few blog posts, I'll go through the steps required to create a new main area in SalesLogix.
|
-
|
I wanted to take this blog post to briefly outline the different types of Forms available to you in the SalesLogix LAN client, mostly for anyone who is new to creating views and customizing SalesLogix.
|
-
|
The tab control is very simple to use, yet gives you another way to organize controls on new views you create in SalesLogix.
|
-
|
The Excel application object gives you the ability to programmatically create, modify and manipulate Excel spreadsheets. Use that object with SalesLogix, and you have a powerful tool for exporting SLX data.
|
-
|
By using ADO, you have a powerful resource for reading and storing data in SalesLogix. In this basics article, I'll outline the main components involved in constructing and using an ADO recordset in general, and specifically with SalesLogix . If you've never worked with ADO before, this simple example will give you what you need to incorporate ADO into your own customizations.
|
-
|
Recently, I've been working on a customization which calls for one of a number of Merge Forms to be ran based on certain criteria. This is a pretty simple process, and here's how I did it:
First of all, I need to get the pluginid for the appropriate Merge Form, based on my criteria. This can be found in the "Plugin" table, based on the plugin type of 25, and the name of the Form. In this case, these forms have been created by Admin, so the userid is the standard SYST00000001 value:
|
-
|
I recently had to build a solution that would run through the SalesLogix attachments directory, and move any items that didn't have a corresponding record in the attachments table. To do this, I utilized functionality from the FileSystemObject. It's...
|
-
|
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...
|
-
|
For this basics article, I just wanted to outline the differences between the Radio Button and Radio Group controls, and when you would want to use one vs. the other. Both controls provide a similar sort of interface to end users, allowing them to select...
|
-
|
Picklists in SalesLogix are a very useful tool, but did you know you could also you values from an existing picklist to populate other list-based controls such as ComboBoxes, CheckListBoxes, ListViews... even Radio groups? You simply need an understanding of the structure of picklists in SalesLogix:
|
-
|
A combobox control works much like a picklist, in that it presents a number of selectable values to be stored in that control. You can set available values at development time using the items property of the control, but for greater flexablility, you...
|
-
|
It's simple enough in the SalesLogix LAN client to slap a bunch of bound controls on a form, but if you want to perform any sort of action on that data, chances are you are going to be writing code on various events available to you. As a simple example...
|
-
|
Since the SalesLogix web client utilizes ASP, it's easy to customize the look and feel of SalesLogix to add your own branding for a more personalized user experience. As an example, it's a simple process to change the login splash screen. Under...
|
-
|
The standard EditBox is arguably the most commonly used control in SalesLogix
|
More Posts Next page »
|  |
|