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... Read more

How to set the current group in the SalesLogix 7.5 web client Read more

While there are many ways of querying data in the SalesLogix entity model, including using the DataServices, or IQuery to run a direct query to the database, SalesLogix also has provided a Picklist assembly for working specifically with picklists. Read more

Recently I ran into a problem where I was unable to load a SSIS package into a SQL 2005 Server instance.  I received the following error:   The SQL Server specified in Integration Services service configuration is not present or is not available... Read more

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! Read more

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... Read more

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... Read more

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... Read more

While SQL DTS has now been replaced by SQL SSIS, I have always wanted to write up this post about how you can use DTS to import data into SalesLogix.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... Read more

As Ryan briefly mentioned in this post , the EntityFactory allows you to retrieve entity objects from within the SalesLogix entity model.    The EntityFactory allows you to retrieve an existing entity collection or to create a new record... Read more

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? Read more

Additional details about problems viewing history attachments in SalesLogix 7.5.1 Read more

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

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

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

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

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

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

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

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

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

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

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

Vineyardsoft has just released KnoweldgeSync 7.6. Some of the new features available in this version include: Email authentication for outgoing email alert messages Filtering the display of events in the navigator module. Dynamic alert dashboards. Previously... Read more

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... Read more