April 2009 - Posts

• Changes to the Notes History Common script in SalesLogix 7.5.1

  I uncovered an interesting little change introduced in the SalesLogix 7.5 service pack 1 that led me to uncover some strange behavior with how attachments are stored against activities and history in the SalesLogix LAN client. Read more Posted Apr 29 2009, 06:32 AM by Kris Halsrud with no comments Tags: SalesLogix 7.5.1

• SalesLogix 7.5.1 Web Picklists- Required matching bug

  I was recently helping a client setting up picklist attributes in the SalesLogix 7.5 web client using techniques I described in this post. After we were done making the necessary modifications she went on to test out her changes in the web client. She reported back an issue that I have since replicated and verified still exists in the SalesLogix 7.5.1 web client. Read more Posted Apr 24 2009, 06:42 AM by Kris Halsrud with no comments Tags: SalesLogix 7.5, SalesLogix 7.5.1, SalesLogix Web

• Differences in SalesLogix 7.5 Picklists in the LAN client versus the Web client

  Anyone who has worked with SalesLogix knows about managing picklists in the LAN client and how you can manage what items are available in a list and what attributes the list has. The SalesLogix 7.5 web introduces a new paradigm for managing picklists - kind of. Read more Posted Apr 22 2009, 07:00 AM by Kris Halsrud with no comments Tags: Application Architect, SalesLogix 7.5, SalesLogix Web

• How to change the "Closed - Lost" Probability in the 7.5 SalesLogix web client

  In this post I discussed how the SalesLogix 7.5 web client modifies close probability different than the LAN client. I now want to talk about how you can change this behavior to match the LAN client. The first thing we need to understand is how the SalesLogix... Read more Posted Apr 20 2009, 06:30 AM by Kris Halsrud with no comments Tags: Application Architect, SalesLogix 7.5, SalesLogix 7.5.1, SalesLogix Web

• "Closed - Lost" Probability changes in the 7.5 SalesLogix web client

  In the SalesLogix 7.5 web client, when a user sets the status of an opportunity to "Closed - Lost", the system will automatically change the close probability to 100%. This is different than the behavior in the SalesLogix 7.5 LAN client. In the LAN client when the status is set to "Closed - Lost" the probability is set to 0%. Read more Posted Apr 16 2009, 03:18 PM by Kris Halsrud with 1 comment(s) Tags: SalesLogix 7.5, SalesLogix 7.5.1, SalesLogix Web

• Status Definitions of SalesLogix Contact Processes

  SalesLogix stores contact processes that have been, or are, scheduled for contacts in the PROCESS table.  This table contains both historical data about completed and aborted records, as well as currently running processes.  In the table there... Read more Posted Apr 15 2009, 02:30 PM by Kris Halsrud with 1 comment(s) Tags: SalesLogix

• SalesLogix 7.5 Web Manifest - Adding custom SmartParts

  After developing in SalesLogix 7.5 web long enough you will come across one of the OOTB screens that are not editable Quick Forms or will need to build your own custom SmartParts. These custom SmartParts are useful in they allow much more flexibility then is available in a Quick Form, however you must modify the code directly without a graphical interface. When it comes time to bundling these custom SmartParts there are a couple of things to keep in mind. Read more Posted Apr 10 2009, 09:00 AM by Kris Halsrud with no comments Tags: Application Architect, SalesLogix 7.5

• SalesLogix 7.5.1 Web Client - Filters

  In Brianna's post she mentioned how there is new functionality in SalesLogix 7.5.1 called filters. I wanted to explain what exactly this change is and how it impacts the use of SalesLogix. Read more Posted Apr 09 2009, 11:54 AM by Kris Halsrud with 3 comment(s) Tags: Application Architect, SalesLogix 7.5.1, SalesLogix Web

• SalesLogix 7.5 Web Manifests - Deleting and Adding contents

  When adding or removing items from a SalesLogix 7.5 web manifest, it is important to note that the Application Architect is not very good at properly cleaning up after you, nor is it good at adding to items to a "dirty" manifest. To try to make... Read more Posted Apr 08 2009, 07:35 AM by Kris Halsrud with no comments Tags: Application Architect, SalesLogix 7.5

• Creating SalesLogix Manifests - Capturing Relationships

  One of the nice things about the bundle model concept in the SalesLogix Application Architect, version 7.2 and up, is the ability to drag items that have been modified into a bundle.  For instance, if you have added custom entity properties to the... Read more Posted Apr 02 2009, 04:10 PM by Kris Halsrud with no comments Tags: Application Architect, SalesLogix 7.5, SalesLogix Web

• SalesLogix 7.5 corrupt web manifests

  So you have just finished developing a web solution, have created a web manifest with your myriad of changes and you go to save the manifest. Then you see... Read more Posted Apr 01 2009, 07:00 AM by Kris Halsrud with no comments Tags: Application Architect, SalesLogix, SalesLogix 7.5, SalesLogix Web