Is there a way to do a mail merge based on lookup results. For example, let's say I do a look up by CITY, is there a way to then do a mail merge based on those results? I've tried but it doesn't pick up my lookup results as a group, do I have to create a group to do this? We are using SalesLogix LAN v7.2.1. Read more

Can anyone explain why the 'record changes' property check box on a datagrid (in my case Opportunity Products) doesnt record any changes made to the values in it. Also, can anyone recommend an alternative to record any changes made to a product here? Read more

I have users that travel between offices that are running SalesLogix remote office and would like to create seperate icons that can be used depending on which remote office they are at. Are there any parameters that can be included into the shortcut or any other way that this might be acomplished. We use windows authentication so the users would have to connect in slowly to the last connection used, then log out in order to change the connection manually. Read more

When I try to execute the following sql in script i get the error failed to parse sql. However, if i run this sql statment in the server management studio it runs fine. Any ideas why SLX doesnt like it? Im guesiing its to do with the use of the [sysdba].[udf_GetRecursiveChildren] function? strSQL = "SELECT Z_ACCOUNT_NL.Z_REVYEAR as Year, Z_ACCOUNT_NL.Z_REVTYPE as Product, sum(Z_ACCOUNT_NL.Z_REVAMNT) as Spend " & _ "FROM ACCOUNT INNER JOIN Z_ACCOUNT_NL ON ACCOUNT.ACCOUNTID = Z_ACCOUNT_NL.ACCOUNTID " & _ "WHERE ACCOUNT.ACCOUNTID = '" & AccID & "' or ACCOUNT.ACCOUNTID " & _ "IN (select childid from [sysdba].[udf_GetRecursiveChildren]('" & AccID & "')) " & _ "GROUP BY Z_ACCOUNT_NL.Z_REVYEAR, Z_ACCOUNT_NL.Z_REVTYPE" Read more

How do I read the data field in the SLX plugin table in order to retrieve the group layout (not only the SQL)? The purpose is to use the group layout in a vbs. Read more

I want call the Opportunity Details Main View from the OPPORTUNITYID. Is it possible? The instruction I am using is: Application.BasicFunction.DoInVoke "Main View","System:Opportunity Details" But, this does not work. Read more

We have a picklist field on the Insert Opportunity form that, when selected, is not showing in the corresponding field on Opportunity Detail. I've checked the data paths on both fields and they are pointing to the correct location. I also checked the script but couldn't find anything there. How do I make the field from the Insert Screen write to the database and display in the Detail view? Read more

I have users that travel between offices that are running SalesLogix remote office and would like to create seperate icons that can be used depending on which remote office they are at. Are there any parameters that can be included into the shortcut or any other way that this might be acomplished. We use windows authentication so the users would have to connect in slowly to the last connection used, then log out in order to change the connection manually. Read more

I've created a new entity, lets say its called Invoice. So, I have an Invoice MainView, DetailsView, etc. I need to change the edit menu functionality for this entity. Deletion should be allowed only for certain users, and the system should display a confirm dialog prior to beginning the deletion routine. I've been taking a look at global functions, but I'm not sure if this is the way to go or not. How do I do this? Read more

I have a report which takes ages to run I therefore can't open it via the application.basicfunctions.doinvoke ... routine as this always refreshes the data, even if the "save data with report" option is ticked I have the report running overnight via Knowledgesync and saving to a path on the server I want to click a button in slx and open this file - with the data saved I have the following code: dim objrdc, crxreport, crxview, rptwindow Set objRDC = CreateObject("Crystalruntime.Application") Set CRXReport = objRDC.OpenReport("filename.rpt") What is the next command to open the report in Crystal Report Viewer? If I put crxreport.printout it tries to print to a printer - I don't want this but at least I know the text above is ok I've tried crxreport.preview and this errors Read more

I see that the PICKLIST table has all the items for the picklists. I also see that there is a PICKLISTID that says what items go with that picklist. But how do I find out what PICKLISTID matches up with (for example) the Contact Status picklist? And I need to do this programmatically. Read more

When converting a Lead to an Account there is an option to create an Opportunity as well. The problem we're having is that none of the information from the Lead is being set in the Opportunity(mainly the LeadSource) even though the fields are in both the Lead and the Opportunity. Read more

Trying to get a better understanding of the .SLP files and what they are used for. Can anyone give me some information on what they are used for and generally what role they play within SalesLogix? Read more

How do you merge contacts or accounts that don’t show up in the same list? Create a new query group or adhoc group that contains those contacts or accounts – is that the only way? Read more

I am using Application.BasicFunctions.DoInvoke "Open", "(location)" to open notepad (as a test). Is there any way I can pass some text to display in the body of the new notepad document that gets opened? Read more

Can any one suggest me how to integrate Skype into SalesLogix windows client? Read more

Question: Is it possible to drag and drop an attachment from the Account Attachments tab into an Outlook email? A user tried this and only the URL of the attachment was pasted. Read more

I have a modal form that I am popping up that lists several accounts in a grid. When you click on one of those accounts, it changes the detail view in the background to display the detail of the selected account. However, because the modal form is open, you cannot click on the background detail view to change the tab displayed. I would like to do this programmatically so the user could have a drop down tab list on the modal form and when they select from this list the main view tab is changed in the background view. Is this possible? Read more

I've created a new SalesLogix entity, lets say its called Invoice. So, I have an Invoice MainView, DetailsView, etc. I need to change the edit menu functionality for this entity. Deletion should be allowed only for certain users, and the system should display a confirm dialog prior to beginning the deletion routine. I've been taking a look at global functions, but I'm not sure if this is the way to go or not. How do I do this? Any tips or ideas will be highly appreciated. Read more

How can I use Mail Merge with microsoft vbscript functions (or SalesLogix functions)? Read more

I've created a Saleslogix data entry and calculation form that our users will need to print a copy of to present to their customers. What code do I need to add to the form that will allow me to print this form when the 'Print' button is clicked? Read more

I have a report which takes ages to run I therefore can't open it via the application.basicfunctions.doinvoke ... routine as this always refreshes the data, even if the "save data with report" option is ticked I have the report running overnight via Knowledgesync and saving to a path on the server I want to click a button in slx and open this file - with the data saved I have the following code: dim objrdc, crxreport, crxview, rptwindow Set objRDC = CreateObject("Crystalruntime.Application") Set CRXReport = objRDC.OpenReport("filename.rpt") What is the next command to open the report in Crystal Report Viewer? If I put crxreport.printout it tries to print to a printer - I don't want this but at least I know the text above is ok I've tried crxreport.preview and this errors Read more

How do I write this expression for a SalesLogix calulated field? SELECT CASE WHEN ISNULL(Repl_Quote, '') <> '' AND ISNULL(Repair_Quote, '') <> '' THEN 'Replacement & Repair' ELSE CASE WHEN ISNULL(Repl_Quote, '') <> '' THEN 'Repair' ELSE 'Replacement' END END FROM ticket_quote I need this field to be displayed in a simple grid. Read more

I ran the SalesLogix Profiler to see the SQL executed when an activity is completed. One of the statements executed was the following: UPDATE SITEKEYS SET KEYVALUE = 'A0001LO', MODIFYDATE = '20090925 14:05:20', MODIFYUSER = 'UDEMOA00001H' WHERE SITECODE = 'DEMO' AND KEYTYPE = 6 AND KEYVALUE = 'A0001LN' Does anyone know the source of KEYVALUE, SITECODE, KEYTYPE and KEYDESC? KEYDESC doesnt apper in the SQL statement but is a field in the table. Read more

We are creating SalesLogix field level security for my sales agents and, of course, don't have access to these tables. Is there a way to add this in after the fact? Do these have to be rebuilt from scratch? Is there any simple solution for this one? Read more