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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... Read more
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How to get both the text and code values to display in a SalesLogix LAN picklist popup dialog. Read more
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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. Read more
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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... Read more
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I recently ran into an issue on a VFS under GIT source control where I had checked out a different branch and was then unable to get to the Opportunity quickforms via the Application Architect. I was receiving an error like: Exception has been thrown... Read more
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I recently needed to check to see if a user control was open in the SalesLogix dialog workspace when the page loads. In this scenario the same user control was being used in both the tab workspace and the dialog workspace and depending on which one was... Read more
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In the SalesLogix web client each user has to specify if they want to be automatically logged off after a period of inactivity. I was recently asked if there was a way of setting this to be off for all users. The answer is yes. Read more
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The SalesLogix web client requires you to add each user individually into the Role that they should belong to. When you first implement the web one of the first things you should do is to add all your users to the standard user role. This can be tedious... Read more
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I was recently asked how to disable typing into the contact name field on the contact detail screen in the SalesLogix web client. The intent was to force users to have to click the pencil to have to edit the name rather than type in the field and have... Read more
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One thing I alwys forget how to do is to add a sequential number to a query output in SQL. Using the rank function you can get this. A query such as select rank() OVER (ORDER BY accountid) as xrank, account, accountid from account Will return the accountid... Read more
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In the SalesLogix web client, when scheduling activities there is a members tab that allows you to add other SalesLogix users to attend a meeting together with the activity leader. I recently had someone ask a question about how the users that show up... Read more
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In the SalesLogix web client, the Notes/History tab is largely based on client side binding. The client side scripting handles the various functions the grid can perform like filtering. One request I had recently is to globally filter the grid to exclude... Read more
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In the SalesLogix web client when searching for duplicates, the Speedsearch Indexes PMI:Account, PMI:Contact, and PMI:Lead are used to search for duplicates. The web also has a “definition” configuration file that essentially maps the Speedsearch index... Read more
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In the SalesLogix web client, the new 7.5.4 notes and history grid uses the new editable grid control to display history. The grid has the complete date as one of the columns. by default the date will show as 3/22/8 for a history record completed on March 22, 2008. So how do you change the format of the date? Well let’s take a look. Read more
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Here are some SQL scripts to allow you to find out which users are not in any roles in the system. These users will not have access to certain actions in the SalesLogix web client like being able to save and or insert records. Note this query excludes... Read more
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The SalesLogix Web client offers a SalesLogix control called a Horizontal Separator that draws a horizontal line in a cell on a quick form. The control can also have a Caption property defined which places a label at the start of the horizontal separator... Read more
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In the SalesLogix web client, the various smartparts are loaded onto a page and then rendered as the normal SalesLogix interface with tabs, detail views, etc. Sometimes it is helpful to be able to access the parent page from the user control. One such... Read more
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Yesterday I posted information here about how, in order to set an Opportunity status to “Closed – Won” and be able to save the Opportunity that data at both the Opportunity and at the Opportunity’s Account needs to be correct. On top of those issues there... Read more
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If you have ever ran into a popup error in the SalesLogix web client, trying to save an Opportunity that has its status set to “Closed – Won” that looks like: Object reference not set to an instance of an object. The issue is likely due to data issues... Read more
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Adding a new main view for a custom entity in the SalesLogix Customer Portal is no different than doing so for an entity in the SalesLogix web client. There are 2 things to be aware of though: Any groups you want to see in the Customer Portal must be... Read more
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When you add a new one-to-one table off an existing entity that contains field level security SalesLogix will automatically add a SECCODEID field into the new table. Notice the checkbox checked for “Enable Field Level Security” when creating the new table... Read more
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In the Application Architect many quick form control types have a Style Schema attribute. If you select from the drop down you can see two defaults “NegativeNumber” and “Bevel”. If you look at the Application Help file it talks about the Style Schema... Read more
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In the SalesLogix Customer Portal web site, only certain groups are visible. There are two factors that control access to a group in the customer portal: The group must be released to the SalesLogix user that is used for the web access definition. The... Read more
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How to add code to pass custom data elements when converting a lead to a contact in the SLX web client. Read more
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The SalesLogix mobile client utilizes the SData feed to perform data retrievals, inserts and updates from the mobile device to the SalesLogix database. The SData portal utilizes the underlying SalesLogix entity model as its object representation of the... Read more
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