Is there a way to do a mail merge based on lookup results. For example, let's say I do a look up by CITY, is there a way to then do a mail merge based on those results? I've tried but it doesn't pick up my lookup results as a group, do I have to create a group to do this? We are using SalesLogix LAN v7.2.1.

In the SalesLogix web client, the Lookup Control is a custom composite control that is contained in a compiled Sage assembly. When you perform a lookup with this control, the operators available are based upon the type of field being looked up for. For...

Can anyone explain why the 'record changes' property check box on a datagrid (in my case Opportunity Products) doesnt record any changes made to the values in it. Also, can anyone recommend an alternative to record any changes made to a product here?

I have users that travel between offices that are running SalesLogix remote office and would like to create seperate icons that can be used depending on which remote office they are at. Are there any parameters that can be included into the shortcut or any other way that this might be acomplished. We use windows authentication so the users would have to connect in slowly to the last connection used, then log out in order to change the connection manually.

Workshop today at 2pm CDT. Updating records can be a tedious task, unless you're using the Global Replace feature of SalesLogix. Whether you only need to perform this task sporadically or on a regular basis, you will find that being familiar with Global Replace is beneficial. Join us for today's free, end-user focused workshop today!

When I try to execute the following sql in script i get the error failed to parse sql. However, if i run this sql statment in the server management studio it runs fine. Any ideas why SLX doesnt like it? Im guesiing its to do with the use of the [sysdba].[udf_GetRecursiveChildren] function? strSQL = "SELECT Z_ACCOUNT_NL.Z_REVYEAR as Year, Z_ACCOUNT_NL.Z_REVTYPE as Product, sum(Z_ACCOUNT_NL.Z_REVAMNT) as Spend " & _ "FROM ACCOUNT INNER JOIN Z_ACCOUNT_NL ON ACCOUNT.ACCOUNTID = Z_ACCOUNT_NL.ACCOUNTID " & _ "WHERE ACCOUNT.ACCOUNTID = '" & AccID & "' or ACCOUNT.ACCOUNTID " & _ "IN (select childid from [sysdba].[udf_GetRecursiveChildren]('" & AccID & "')) " & _ "GROUP BY Z_ACCOUNT_NL.Z_REVYEAR, Z_ACCOUNT_NL.Z_REVTYPE"

Wednesday, May 16th, at 2pm CDT. Are you currently running SalesLogix LAN and have been contemplating a move to SalesLogix Web, but don't know much about the migration process? Join us for a webcast Wednesday, May 16th, and we will review

How do I read the data field in the SLX plugin table in order to retrieve the group layout (not only the SQL)? The purpose is to use the group layout in a vbs.

I want call the Opportunity Details Main View from the OPPORTUNITYID. Is it possible? The instruction I am using is: Application.BasicFunction.DoInVoke "Main View","System:Opportunity Details" But, this does not work.

If you missed this workshop... ...You can watch the video! Learn how to build a simple project management solution without writing a line of code.

How to get both the text and code values to display in a SalesLogix LAN picklist popup dialog.

We have a picklist field on the Insert Opportunity form that, when selected, is not showing in the corresponding field on Opportunity Detail. I've checked the data paths on both fields and they are pointing to the correct location. I also checked the script but couldn't find anything there. How do I make the field from the Insert Screen write to the database and display in the Detail view?

I have users that travel between offices that are running SalesLogix remote office and would like to create seperate icons that can be used depending on which remote office they are at. Are there any parameters that can be included into the shortcut or any other way that this might be acomplished. We use windows authentication so the users would have to connect in slowly to the last connection used, then log out in order to change the connection manually.

Webcast Wednesday May 9th at 2pm CDT. Here is the schedule for this week's Webcast Wednesday:

Today at 2pm CDT. The forecasting feature of SalesLogix Web is a great tool, if you know how to use it effectively. Join us for today's workshop and become familiar with all of the options available for forecasting sales and creating a pipeline.

I've created a new entity, lets say its called Invoice. So, I have an Invoice MainView, DetailsView, etc. I need to change the edit menu functionality for this entity. Deletion should be allowed only for certain users, and the system should display a confirm dialog prior to beginning the deletion routine. I've been taking a look at global functions, but I'm not sure if this is the way to go or not. How do I do this?

I have a report which takes ages to run I therefore can't open it via the application.basicfunctions.doinvoke ... routine as this always refreshes the data, even if the "save data with report" option is ticked I have the report running overnight via Knowledgesync and saving to a path on the server I want to click a button in slx and open this file - with the data saved I have the following code: dim objrdc, crxreport, crxview, rptwindow Set objRDC = CreateObject("Crystalruntime.Application") Set CRXReport = objRDC.OpenReport("filename.rpt") What is the next command to open the report in Crystal Report Viewer? If I put crxreport.printout it tries to print to a printer - I don't want this but at least I know the text above is ok I've tried crxreport.preview and this errors

The SalesLogix web client there is a standard account filter for Account Manager that allows you to filter groups on specific Account Managers. You would think that adding a filter for Regional Manager would be as simple as mimicking the Account Manager filter- well, you would be wrong.

I see that the PICKLIST table has all the items for the picklists. I also see that there is a PICKLISTID that says what items go with that picklist. But how do I find out what PICKLISTID matches up with (for example) the Contact Status picklist? And I need to do this programmatically.

When converting a Lead to an Account there is an option to create an Opportunity as well. The problem we're having is that none of the information from the Lead is being set in the Opportunity(mainly the LeadSource) even though the fields are in both the Lead and the Opportunity.

In the SalesLogix LAN client and web client one of the most requested thing I am asked is how do you hide tabs at run time. In the web client this is actually really easy. You can wire this up on a load action of a quick form like so: Sage.Entity.Interfaces...

Trying to get a better understanding of the .SLP files and what they are used for. Can anyone give me some information on what they are used for and generally what role they play within SalesLogix?