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All Tags » SalesLogix ( RSS)
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I recently ran into an issue when trying to edit a SalesLogix table in the SQL Management Studio 2008. I was trying to increase the length of a field while in a table’s design mode. When I went to save my change I received this error:
Saving changes is not permitted. The changes you have made require the following tables to be dropped and re-created. You have either made changes to a table that can’t be re-created or enabled the option Prevent saving changes that require the table to be re-created.
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We have recently released a new version of our Power2Quote module that now allows the option to set cost at the quote and opportunity product level. This is a feature that many clients have requested and it is finally a part of the core module. ...
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How to handle large data sets in the SalesLogix data grid control using VSSC
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A question I was recently asked concerned how to use the SalesLogix Mail Merge with opportunity data. Opportunity data can be placed in SalesLogix Mail Merges, in fact, there is a pre-built special feature to merge in the opportunity product table...
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This is a continuation of part 1 and part 2. Part 1 I discussed setting up a SQL environment for importing and Part 2 talked about how to load in a source file into the import environment. In this post I am going to discuss actually transforming the data source so that it is in the format of SalesLogix.
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We recently had a request to do some customizations for a client who wanted some validation done when completing an activity. The only problem was they were on 6.2. As you might know the Activity screens in SalesLogix 6.2 are part of the application...
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In addition to the client side aspect of ERP Link there is a "server" side component that allows the ERP Link Queries to run and populate the data in SalesLogix. The queries provide the data that you see in SalesLogix for a customer like YTD sales, open payments, open invoices, etc. These data queries can only be executed through the ERP Link Sync utility. If you do not set up and run this utility, you will not see your financial data in SalesLogix!
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With ERP Link, SalesLogix has the capability to integrate with MAS 500 in a more robust fashion than is possible with DynaLink. Lets take a look at the components of ERP Link. Overview of the Components First of all the actual ERP Link product is mainly...
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This is a continuation of this article in which I begin to discuss importing data into SalesLogix using SQL DTS. Importing the Source File SQL offers an import wizard that is useful for importing data into a SQL database. Alternatively you can import...
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One of the useful stored procedures in MAS 500 that I have used quite a bit is spsoGetCustDflts. This stored procedure allows you to pass in customer parameters and have the system return to you nearly all of the customer attributes you would need to...
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While SQL DTS has now been replaced by SQL SSIS, I have always wanted to write up this post about how you can use DTS to import data into SalesLogix. This post also describes some general concepts that can be used in SQL servers at 2000, 2005, or 2008...
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There have been a couple occurrences where a client has required SQL views be used within their SalesLogix system to retrieve complex data queries. Normally this is fairly straight forward for a network only SalesLogix implementation, however in some cases these clients have also had remote databases that also need these views. How can these be distributed?
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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...
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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...
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I have noticed that SalesLogix has a problem when delivering customizations to a system via a bundle when the bundle contains changes to the database structure, specifically adding fields to existing tables. It does not seem to matter if you use...
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The screens that comprise the SalesLogix Sales Dashboard all utilize separate XML data definitions to determine what data should be used rendering the GUI of the Dashboard. If you look at any of the Dashboard forms you will see a line of code in the AXFormOpen...
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The SalesLogix Sales Processes allow users to create a set of repeatable stages and steps to help automate the selling process. While these processes are a boon to the sales person they can be a pain to have to work with as a developer since their...
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The SalesLogix Sales Dashboard by default typically returns the top 5 value metrics for the various standard screens. I have received a couple questions if this can be changed to default more or less rows. The answer is yes! I plan to post a series of...
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I recently ran into a problem where changes being made in various SalesLogix Web resource files were not being reflected in the interface when the web site was re-deployed. SalesLogix uses ASP.Net resource files to store the values of label captions, grid column headers, and other static text so that if localization is used, these items dynamically can change based upon the regional settings.
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The SalesLogix 7.5 web entity model, unfortunately, does not have access to a user's manager by default. Trying to expand the SalesLogix entity model is often problematic as the changes to the entity layer do not correctly compile into the security...
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I recently ran across an issue on a client's system that had been upgraded from SalesLogix 6.2 web to SalesLogix 7.5 web. Upon trying to use the new web client after the upgrade, they received an error "We apologize for the inconvenience, but...
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After much time spent I have discovered the Sage SalesLogix ERP Link v3 beta software appears to not be compatible with MAS 7.05.25 as claimed. When attempting to configure the software it errors out with messages about missing MAS 500 database...
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The SalesLogix Numeric Web control does not properly refresh when scrolling between records using the VCR style control at the top of the detail views: If you navigate to a record using this method that does not have a numeric value in the field that...
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In the SalesLogix 7.5 web client, there is a method that runs when the insert activity screen opens while on a current account/contact/opportunity that relies on the Sage.SalesLogix.Activity.UserCalendar class to determine if the current user has calendar...
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In The 7.5 application architect, you have the ability to add picklists to a manifest in the Bundle Model. While this would be a nice feature to have there are a couple of things that make using is problematic enough that they should not be included in...
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