April 2012 - Posts

• Error accessing components in the VirtualFileSystem in SalesLogix Application Architect

  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 Posted Apr 26 2012, 07:13 AM by Kris Halsrud with 1 comment(s) Tags: SalesLogix Web

• How to tell if a control is in a dilaog at runtime in the SalesLogix web client

  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 Posted Apr 24 2012, 09:11 AM by Kris Halsrud with no comments Tags: SalesLogix Web

• How to turn off the user log in timeout option for all users in the SalesLogix web client

  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 Posted Apr 23 2012, 08:46 AM by Kris Halsrud with no comments Tags: SalesLogix Web

• How to insert all users into a given role in the SalesLogix web client

  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 Posted Apr 20 2012, 09:14 AM by Kris Halsrud with no comments Tags: SalesLogix Web

• How to disable the Name control on the Contact detail screen in the SalesLogix web client

  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 Posted Apr 19 2012, 10:38 AM by Kris Halsrud with no comments Tags: SalesLogix Web

• SQL to add an incrementing counter in results

  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 Posted Apr 16 2012, 09:18 AM by Kris Halsrud with no comments Tags: SQL Server

• How are the users listed in the member tab in activities populated within the SalesLogix Web Client?

  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 Posted Apr 12 2012, 09:04 AM by Kris Halsrud with no comments Tags: SalesLogix Web

• Globally filtering the Notes/History tab in the SalesLogix web client

  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 Posted Apr 04 2012, 03:03 PM by Kris Halsrud with no comments Tags: SalesLogix Web, SalesLogix 7.5.4

• SalesLogix web client error: The configuration map for IAccount is not defined. please See your system administrator

  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 Posted Apr 02 2012, 02:08 PM by Kris Halsrud with no comments Tags: SalesLogix Web