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All Tags » SalesLogix Web ( RSS)
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The later version of SalesLogix allow the storage of Unicode data in the database. This allows for the use and Japanese or Chinese characters. I recently found if you try to use the PDF export of a Crystal Report that has a field containing Unicode data...
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In the Web Client's Administration area under teams (In both v7.5x and 8.0x versions): 1) When adding a user to a team (child) that is a member of another team (parent) the system does not correctly insert a record in the SECRIGHTS table for the user...
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Ever seen this error before when logging into the SalesLogix web client? Ofter this is a result of an incorrect configuration within a 64bit IIS environment. However there is a more obscure reason this might be happening we recently discovered. If you...
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In order to have your customizations, that have been added to the SalesLogix Mobile 2.0 client, be deployed to your web site during the normal SalesLogix deployment, you will need to modify a support file used by the Application Architect to determine...
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I recently had to figure out how to make the detail view in the SalesLogix 7.5.4 web client refresh after running a common task. The common tasks server side code executed within the LinkHandler.cs file in the App_Code directory. This is how to accomplish...
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In the SalesLogix web client there is code to handle parsing phone numbers in the SalesLogix phone web control for numbers using "x" to denote the start of an extension (i.e. 6515551111x123). There is also code in place to handle phone numbers...
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You can add additional global conditions to lookups in the SalesLogix customer ticket portal by modifying the appSettings.config file within the portal. Within the <appSettings> section you can add a value like: <add key="CustomerPortalLookupConditions_TICKET"...
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In the SalesLogix web client, there is a SalesLogix currency control that can be used to enter and display currency values in the web client. In 7.5x this control used to display the currency symbol. In v8, the currency symbol no longer displays. Version...
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The SalesLogix entity model offers the ability to access collections of related entities, such as Contacts belonging to an Account. When you access the collection properties there is no sort order defined so the results can be less than desirable. You...
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If you are running IIS 7 there is an important step you need to do in order to allow the SalesLogix web client to edit or delete products from both the Opportunity and Sales order product's tabs. Since the Product's tab uses client side SData...
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I recently had a client that was experiencing errors trying to navigate to Account records in the SalesLogix web client. The errors that were displaying were similar to: "Component Parameter name: The argument component cannot be null." A search...
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I recently ran into an issue when trying to use SData to retrieve group information for groups other than Account, Contact, or Opportunity groups. SalesLogix stores non ACO groups as a different plugin type in the SLX Plugin table. They are a type 23...
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In the SalesLogix web client if you want to add a column that is a DateTime column to a lookup control's lookup dialog you need to define it in a specific way in order to have the lookup make sense for end users. If you define the lookup column as...
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A while back I wrote about how to determine if a user has a secured action defined for them in one of their roles. This is handy but what about if you want to see if a user is in a particular role? Well the Sage.SalesLogix.API assembly provides this functionlity...
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The SalesLogix currency controls in SalesLogix do not by default allow a negative number to be entered. You can change this by editing the sage-controls-currency.js and sage-control.js file. The sage-controls.js file is the file that is actually used...
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In the SalesLogix web client, the Area Category Issue list at Tickets is a SalesLogix control called the DependencyLookupControl. This control is contained in the Sage.SalesLogix.Web.Controls.dll assembly file. There is also some external client side...
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Those using the Sales Order area in SalesLogix have likely run into a bug where applying discounts causes the Sales order total to calculate incorrectly. Today I am going to describe the problem and how to fix it. First lets take a look at what is going...
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The Livegrid control introduced in SalesLogix 7.5.4 offers a more robust feature set than the SalesLogix datagrid. Working with the grid is largely manipulating client side code that is all compiled and rendered with the grid at runtime. There is very...
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In the SalesLogix web client, users can set filters when looking at groups. These filters further restrict the results in the group. The filter options are stored for the user in the database VFS table so that the next time the group is opened, the filters remain active. The only problem with this approach is it is easy to forget that a filter has been applied to a group and therefor questions arise as to why records can't be seen. I am going to explain how you can modify the filter task pane so that a label appears once you set a filter for a group.
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The SalesLogix database stores most dates in the database in UTC time. In the SalesLogix web client, the SalesLogix date controls automatically handle converting a bound date time to the local web client's time zone from the UTC equivalent. The same is not true when retrieving dates and using them on other controls, like labels. Let's take a look at some of the ways we can work with date time values in the SalesLogix web client:
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How to get around the fact the SalesLogix web address control has a non-customizable edit dialog.
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How to change the page title in the SalesLogix web client dynamically from the load action of a quick form.
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How to change client side behavior of the SalesLogix name control in the web client
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The SalesLogix group area has a lookup control, that while it looks similar to the standard Lookup Control is actually a separate control with different code base. This post describes how you can change the default conditional operator of this control.
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I recently ran into a problem with a clients system where navigating to a new page cause the system to kick the user back out to the Login page. A couple of pages could be navigated to, but most would kick you out to the Login page. After some digging...
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