New to the Sage SalesLogix v8.0 Web Client is the Web Form Designer. This tool will allow a user, with a proper role assignment, the ability to modify main entity forms in the the web client using existing database fields. Here is a quick introduction... Read more

We have had several inquires lately on how to dynamically change images in a report based on report data. For example you have pictures of products that you want to display in a report. One way to accomplish this is to add an image with each product in... Read more

I am very happy to back after 19 months of Military leave. One of my first tasks upon returning to my desk was to clean up my Customer FX email inbox that was full with a about 4,000 new emails, mostly automatic notifications from various resources. What... Read more

In a recent report, I needed to return data based on a date range selected. That's easy enought to put in... you just create a new Parameter field, set the type to "Date" and make sure the "Allow range vales" option i set to true. With the parameter field created, you need to add a record select formula that reads like this: Read more

I've worked with Crystal for some time, but there's always been one little thing that sort of bothered me, and I had never took the time to figure out how to deal with it. If you have a group in your report, and want to start a new page after each grouping, you end up with a blank page at the end of the report. To get rid of this blank page, all you need to do is to add a simple script to the New Page After property of the group footer: Read more

Recently, I had to develop a report which was to return data within a particular date range. Specifically, a user would need to select a date and the report would then return data from a range of Monday of the previous week to Friday of the current week. I was able to accomplish this fairly easily using Global and Local variables and a couple of different date functions. Read more

I am four posts into building a drill down report using Sage SalesLogix Visual Analyzer and Dashboard as a my guide. This series of post starts with a post labeled " Updating the Managed Quota Area for Sage SalesLogix " , if you follow the links... Read more

Over the last three posts we have updated the Quota's are of Sage SalesLogix , we have built SQL views to collect both the Quota data and the Actual Numbers for comparison. Now we will start writing our report. I am not going into to much detail on... Read more

The first step in creating a report in Business Object Crystal Reports is always the connection to the database. In a post labeled "Report Database Connections" , I discuss one method of making a connection to a SQL database. That post will... Read more

I have just started writing a series of posts that will lead the reader of this blog through the creation of a report with the same kind of data break down as you see in the standard Sage SalesLogix Visual Analyzer and the Sage SalesLogix Dash Board.... Read more

If you read last weeks post , you will know I am setting up to build a user based report that will give the reader a lot of the same data you see in the standard Sage SalesLogix Visual Analyzer and the Sage SalesLogix Dash Board. Last week I provided... Read more

Often, when discussing reporting issues with clients I will bring up the Quota's area of Sage SalesLogix. If you do not know where this functionality is located, go to your Tools/Manage/Quota menu and the following screen will appear. On the upper... Read more

For the last several posts I have been writing about my first hand experience using the reporting tool called Stonefield Query for Sage SalesLogix. I thought it might be time to wrap it up with some overall final thoughts. For those just joining the experience... Read more

Again, I have to apologize for the rather long break between posts. The Minnesota National Guard and I have been seeing quite a lot of each other over the past few months. Reminds of a post I wrote over a year ago called " Supportive Commitment "... Read more

Sorry for the long absence, I went away on some training with the Minnesota National Guard. This is the fifth post in series that is covering the use of a reporting tool called Stonefield Query for Sage SalesLogix. If you would like to take a look at... Read more

The last couple of weeks I have been working on a series of posts introducing Stonefield Query for Sage SalesLogix. The first two posts have been focused on set up and interface layout. Last week we created our first report . This week we are going to... Read more

The last couple of weeks I have been working on a series of posts introducing Stonefield Query for Sage SalesLogix. The first two posts have been focused on set up and interface layout. This week we are going to actually dig in and create our first report... Read more

Last week I wrote about my experience downloading and setting up Stonefield Query. This SalesLogix reporting tool has been around for years and I thought it was time to take a close look at the tool and its capabilities. I am still in the introductory... Read more

Since reporting is one of my interests I always tend to take notice when I hear of a reporting tool. A few weeks ago Scott Weber , Customer FX's own CRM Practice Manager and Senior Consultant, introduced a product to me called Stonefield Query. It... Read more

I am working for a client who would like a button to set all of the records in a table to either "Valid" or "" (blank). This then allows them to build groups on what records needs to be updated. I started my adventure by reading Kris... Read more

I am at the end of a series of posts providing some easy to follow steps that will help a developer add the ability to associate Activity and History records for a custom main entity within the SalesLogix Web Client. Read the previous four posts to catch... Read more

Today I am sitting in the hospital helping my wonderful wife welcome our fourth child into this world. Cailyn Elizabeth was born on the 4th of June after 16 hours of labor measuring out at 10lbs and 21 inches. She is very beautiful and mom and baby are... Read more

I am near the end of a series of posts providing some easy to follow steps that will help a developer add the ability to associate Activity and History records for a custom main entity within the SalesLogix Web Client. Read the previous three posts to... Read more

My goal within this series of post is to provide some easy to follow steps that will help a developer add the ability to associate Activity and History records for a custom main entity within the SalesLogix Web Client. Read the previous two posts to catch... Read more

Yesterday I started a series of post that will talk the reader through giving the ability to schedule activities and review history records for a custom main entity. Today we will continue on with the first set of modifications. Before we get in too deep... Read more