November 2010 - Posts

• How Can I Access Contacts of an Account in a Textbox on a SmartPart in SalesLogix Web v7.5?

  Question: I have created object of Account Interface as follows Read more Posted Nov 30 2010, 03:28 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Web

• Changing the Length of a Picklist in SalesLogix Web v7.5

  Question: I use multiple custom lists, each with approximately 100 items. The "4 item" default length causes a large amount of scrolling when the items pop up on the list to make a selection. Read more Posted Nov 29 2010, 03:27 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Web

• How Can I Limit the Entry of Characters in a Textbox in SalesLogix?

  Question: I would like to limit the entry of characters in a textbox in SalesLogix to numbers only, Read more Posted Nov 28 2010, 03:26 PM by SalesLogix Support Tags: SalesLogix

• How Can I Retrieve the AccountName in C# Code Snippet in SalesLogix v7.5.1 Web?

  Question: I'm using a code snippet to build button links in SalesLogix v7.5.1 Web and I am having an issue retrieving the account.AccountName. How can I retrieve the AccountName in a C# code snippet? Answer: The most likely cause of your issue is... Read more Posted Nov 28 2010, 08:09 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Web

• How Can I Build a Button That Will Refresh a Datagrid in SalesLogix Web?

  Question: I am customizing a Quick Form in SalesLogix Web, and it contains a button and a datagrid. What I would like to do is click the button and have it refresh the datagrid records. Read more Posted Nov 27 2010, 03:24 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Web

• Improving Performance in SalesLogix v7.5.1 Web

  Our SalesLogix v7.5.1 Web client has almost no customizations and our hardware is up-to-date, but we are still having performance issues. Read more Posted Nov 26 2010, 03:23 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Web

• Changing Titles in the Ticket List View of SalesLogix

  Question: We would like to remove 'Work Phone' and make changes to the titles of Area, Category, and Issue within the Ticket list view in SalesLogix. Read more Posted Nov 25 2010, 03:21 PM by SalesLogix Support Tags: SalesLogix

• How Can I Call an External Site in a SalesLogix Datagrid?

  Question: I have a tracking number column in a SalesLogix datagrid and the column contains a UPS tracking number. I would like to be able to open the UPS website with the value of the column appended to it when the column cell is clicked. Read more Posted Nov 25 2010, 07:59 AM by SalesLogix Support Tags: SalesLogix

• Removing an Opportunities Menu on the SalesLogix Toolbar

  Question: There is menu called 'Opportunities' that appears between 'Tools' and 'Reminders' on the Toolbar when on Opportunities.aspx in the list view mode in SalesLogix. Read more Posted Nov 24 2010, 12:50 PM by SalesLogix Support Tags: SalesLogix

• How Can I Stop the InsertOpportunity Page from Loading Items in SalesLogix?

  Question: Whenever a user clicks on the include product link to bring up the InsertOpportunity it takes several minutes to load, which is not surprising as we have over 6,000 items. Read more Posted Nov 23 2010, 03:19 PM by SalesLogix Support Tags: SalesLogix

• Can I Force a MainView Refresh from C# Code in the Tab QuickForm in SalesLogix?

  Question: In SalesLogix I have created a QuickForm tab off of Opportunities with a button on it. Read more Posted Nov 22 2010, 03:17 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Web

• Disabling 'Export to Excel' in SalesLogix v7.5.1

  Question: How can I disable 'Export to Excel' in SalesLogix v7.5.1? Read more Posted Nov 22 2010, 07:58 AM by SalesLogix Support

• Why Can't I See All Open Activities in the All Open Activities View in the SalesLogix Web Portal?

  Question: Why can't I see all open activities in the all open activities view in the SalesLogix Web Portal? Read more Posted Nov 21 2010, 03:15 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Web

• How Can I Dynamically Hide/Show a Panel on a Form in SalesLogix?

  Question: I am trying to dynamically hide / show a panel on a form in the onload event of my form in SalesLogix. I have added the panel to the form, and added a couple of fields in the panel, but when trying to reference the panel with the following code snippet Read more Posted Nov 20 2010, 02:27 PM by SalesLogix Support Tags: SalesLogix

• Changing Autoset values in SalesLogix v7.5

  Question: When navigating to a new Account or Contact in our SalesLogix v7.5 database, the Type field and the Status field are autoset to picklist values. I would like to change the autoset values that the fields are set to, but I can't figure out where to do this. Read more Posted Nov 19 2010, 02:26 PM by SalesLogix Support Tags: SalesLogix

• Is it Possible to Sort the Tree View so That it Displays Available Products in the SalesLogix Insert Opportunity Screen?

  Question: Is it possible to sort the tree view so that it displays on the left-hand side of the Insert Opportunity screen? Read more Posted Nov 19 2010, 07:55 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Web

• How Can I Display a Number Without a Decimal Point Using Numeric Controls in SalesLogix?

  Question: How can I display a number without a decimal point in SalesLogix? Read more Posted Nov 18 2010, 02:12 PM by SalesLogix Support Tags: SalesLogix

• Business Rule Build Error in SalesLogix v7.5 Web Client

  Question: I am trying to duplicate a business rule that only allows certain users to delete a record in SalesLogix v7.5 Web. I believe that I have correctly duplicated the business rule but I am still receiving the following build error Read more Posted Nov 17 2010, 02:14 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Web

• Changing Background/Text Color of a Lookup Edit at Runtime in SalesLogix v7.5.1

  Question: Is it possible to change the background color and/or the text color of a Lookup Edit control at Runtime in SalesLogix v7.5.1? Read more Posted Nov 16 2010, 02:10 PM by SalesLogix Support Tags: SalesLogix

• Why am I Receiving a .NET Crash in the Event Log When Logging in to the SalesLogix v7.5 Portal?

  When logging into the portal, I receive a .Net crash in the event log, and my screen immediately displays an error that states "Unable to locate ... _CPSOneToMany". Read more Posted Nov 16 2010, 07:53 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Web

• Attachment Error When Using SendSLX in SalesLogix v7.5

  Question: We've just gone live with our SalesLogix v7.5 upgrade and we are encountering an error with SendSLX. The SendSLX feature worked properly in the test system - attachment showed up in history if I chose to attach. Read more Posted Nov 15 2010, 02:08 PM by SalesLogix Support Tags: SalesLogix

• Making Rows Selectable in a Grid in SalesLogix

  Question: If a user is browsing an account in SalesLogix, and is viewing the contacts in the contacts tab, I would like him/her to be able to select multiple contacts in the tab and choose a custom button that opens an email addressed to the selected contacts. Read more Posted Nov 14 2010, 02:07 PM by SalesLogix Support Tags: SalesLogix

• How Can I Release a Plugin to Admin Only in SalesLogix?

  Question: How can I release a plugin to Admin only in SalesLogix? Read more Posted Nov 13 2010, 02:05 PM by SalesLogix Support Tags: SalesLogix

• Adding an Icon Into the Top Blue Bar in SalesLogix

  Question: Do I need to build a custom SmartPart to add an icon that when clicked will go to a specified URL in the top blue bar in SalesLogix? Read more Posted Nov 13 2010, 07:48 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Web

• How Can I Link to the Account Mainview From a Grid in SalesLogix?

  I need to link to the Account Mainview from a grid in SalesLogix. Read more Posted Nov 12 2010, 02:03 PM by SalesLogix Support Tags: SalesLogix