Login / Register  search  syndication  about

          Infor CRM Questions & Answers

Your place to get answers to your SalesLogix related questions.

 Home  |   Subscribe via RSS  |   Subscribe via E-mail  |   

Adding Custom Code to the Merge Records Function in SalesLogix

Question: If I'd like to add customized code to the "Merge Records" function of Accounts and Contacts in SalesLogix, can I catch the clicking on Merge's OK button event or modify the Merge Records View?

Answer:  This is possible, but you will need to change the argument of the mainview's groups panel's (right panel) pop-up menu's item for "Merge Records" to an active script.  The active script will need to perform your custom code - open up the Account detail mainview, click on the groups panel, open the pop-up menu property, select "Merge Records" and then look at the Action and Argument. 

The last thing you will need to do in the custom code is add the following line to call the merge screen:

Application.Basicfunctions.DoInvoke "Function","MainView:DupMerge"
 

 

What's This?
  
Bookmark and Share

About SalesLogix Support

   Your SalesLogix Business Partner for SalesLogix Support.


Related Content
   Infor CRM (Formerly Saleslogix) Embedding quickforms on quickforms
 I recently had a client who needed to have a lot of elements on a form.  They wanted a kind of
Posted on May 20, 2015 by Kris Halsrud to Kris Halsrud's Blog
 
   Infor CRM (Formerly Saleslogix) Allowing quickforms to be used within the Web Browser control in the web client
 The Infor CRM web client has a "browser control" that allows you to embed another smart p
Posted on May 18, 2015 by Kris Halsrud to Kris Halsrud's Blog
 
   Infor CRM (Formerly Saleslogix) Problem with Multiple Timezone Controls in the Web Client
I just ran into an issue on 8.1.3 that I hadn't seen before.  A client wanted the time zone cont
Posted on May 11, 2015 by Kris Halsrud to Kris Halsrud's Blog
 
   How do I remove users from my Infor CRM system (formerly SalesLogix)?
I had an Administrator ask me for the steps they needed to take in order to remove a user from the Infor
Posted on May 08, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   Infor CRM (Formerly Saleslogix) v8.1 update 03 and 05- Uncaught Error Scheduling Contact Processes
 In the Infor CRM (formerly Saleslogix) web client, under the Contact area you have the ability to s
Posted on May 07, 2015 by Kris Halsrud to Kris Halsrud's Blog
 
Comments

No Comments
All contents Copyright © 2015 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register