March 2012 - Posts

• Formatting the dates that appear in the Notes/History grid in the SalesLogix 7.5.4 web client

  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 Posted Mar 28 2012, 04:42 AM by Kris Halsrud with 1 comment(s) Tags: SalesLogix Web, SalesLogix 7.5.4, Javascript, Dojo

• Finding out which SalesLogix users are in which roles in the Web Client

  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 Posted Mar 26 2012, 10:32 AM by Kris Halsrud with no comments Tags: SalesLogix Web

• Changing the appearance of the SalesLogix horizontal Separator Web Control

  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 Posted Mar 23 2012, 11:59 AM by Kris Halsrud with 1 comment(s) Tags: SalesLogix Web

• Accessing a SalesLogix smart part’s parent EntityPage- How to Change the main page title programmatically

  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 Posted Mar 19 2012, 12:43 PM by Kris Halsrud with no comments Tags: SalesLogix Web

• More problems with the Opportunity to Account Asset process in the SalesLogix Web Client

  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 Posted Mar 07 2012, 01:08 PM by Kris Halsrud with 3 comment(s) Tags: SalesLogix Web, SalesLogix 7.5.4

• Error when trying to save a Closed – Won Opportunity in the SalesLogix Web Client

  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 Posted Mar 06 2012, 03:54 PM by Kris Halsrud with 1 comment(s) Tags: SalesLogix Web