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• Modifying the Insert Contact/Account view in the SalesLogix Web client

  Most of the time, it is a simple process to add or subtract fields from views in SalesLogix, but on occasion, it is necessary to perform those changes by modifying custom smartparts rather than making changes directly to a view. A good example of this in the Insert Contact/Account screen in the web client. If you're not familiar with ASP or C#, this can be a little intimidating, but hopefully this post will show the areas you need to modify when making changes to the custom smart part. First of all, you need to find the custom smartpart. The easiest way to do this is to look at the Project Explorer in Application Architect. Expand the Portal manager, Sage SalesLogix, and Pages. Scroll down to the Insert Contact/Account page and double-click on it. This will open the page, and show all the smart parts used. Posted Aug 22 2011, 09:08 AM by Jason Buss with | with no comments Tags: How-To, scripting, Smartparts

• 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, Email, How-To, SalesLogix, SalesLogix Web, Smartparts