March 2011 - Posts

• Deployment Error After Deleting a Filter in SalesLogix Web

  Question: In SalesLogix I deleted a filter that I had created for an entity. I then rebuilt my interface and rebuilt my Web platform - I didn't encounter an error when doing either. However, I received this error when I started my deployment: Read more Posted Mar 31 2011, 04:30 PM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Creating a Group From a Bundle in SalesLogix Web

  Question: In SalesLogix can I create a group from a bundle, or make a pre-made group from my new mainview ,so that when you go to the mainview for the first time there is a group? Read more Posted Mar 31 2011, 06:17 AM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Combine/Add a Select Statement to Retrieve Rows in SalesLogix

  Question: I have created the following SQL statement in SalesLogix: Read more Posted Mar 30 2011, 02:16 PM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Updating The CurrentEntity for a Form in SalesLogix

  Question: I'm trying to update the CurrentEntity for a form in SalesLogix with the following Read more Posted Mar 30 2011, 07:14 AM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Delete Link on Grid Form for Select Users in SalesLogix

  Question: In SalesLogix I would like to make the Delete link that is on the Grid form available only to select teams and/or users. One example is the Opportunity.OpportunityCampaigns quick form. How do I do this? Read more Posted Mar 29 2011, 02:12 PM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Changing Title of the Account Page in SalesLogix

  Question: I would like to change the title of the Account page in SalesLogix to Organization, but I am not sure how to do this. I'm concerned about issues that could arise because of the amount of code/link controls that link back to the Account page. Can you point me in the right direction? Read more Posted Mar 29 2011, 07:10 AM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Quick Filters and Custom Entities in SalesLogix

  Question: I would like quick filters to work with my custom entity in SalesLogix, how can I make this happen? Read more Posted Mar 28 2011, 02:09 PM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Copy a Contact to Multiple Accounts in SalesLogix

  Question: How can I copy a contact from one account to multiply accounts in SalesLogix? Read more Posted Mar 28 2011, 07:00 AM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Making Changes to Columns in the Account List Page and Contact List Page in SalesLogix Application Architect

  Question: I'm looking for the main Account List Page and the Contact page in the SalesLogix Application Architect because I would like make changes to the columns. Can you tell me where this is found? Read more Posted Mar 25 2011, 02:50 PM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• File Upload Limits in SalesLogix

  Question: One of our SalesLogix users can't upload a 45MB file and would like me to create a warning before before it times out and the standard runtime error message pops up. I don't have any idea if there is a limit and I'm wondering if it might be the network conditions preventing the file being uploaded before the connection times out. How can I find out if there is a limit and if there is, how can I enforce it? Read more Posted Mar 25 2011, 06:42 AM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Confirmation Box Pop-up in SalesLogix

  Question: I'm attempting to have a confirmation box pop-up in SalesLogix that has a Yes button and a No button when a user clicks on edit link in the tab area. When the user clicks on Yes I would like the page to open to edit details, and when the user clicks No the edit page does not open. Any idea how I can do this? Read more Posted Mar 24 2011, 02:49 PM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Cascading Picklist Issue in SalesLogix v7.5.1 Web

  Question: I'm using SalesLogix v7.5.1 Web and I'm experiencing issues with cascading picklists on the insert Contact/Account screen. The different set of Type/Sub type I've defined is working everywhere besides the insert Contact/Account screen. Read more Posted Mar 24 2011, 06:33 AM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Hook-in a DLL After Logging in to the SalesLogix Web Client

  Question: I would like to hook-in a dll or a business rule after logging into the SalesLogix Web client. As an example, calling a function at startup to set variables based on db record results then disable/enable a menu item and allow other pages to be used as values. Is there a process I should take to accomplish this? Read more Posted Mar 23 2011, 02:47 PM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Display Name of a Property in SalesLogix Programatically

  Question: I'm trying to create a drop-down list with integer properties of an entity in SalesLogix. I have done this using the .ToString() property names, but what I would like to have happen is for the list items to show the property's Display name to the user with the value behind being the actual property name. How can I programatically get the display name of a property? Read more Posted Mar 23 2011, 06:31 AM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Changing Home Phone to Other Phone in the SalesLogix Insert Contact/Account Section

  Question: I would like to make a few changes under the Insert Contact/Account section of SalesLogix and the first thing I'm trying to do is change Home Phone to Other Phone. To do, so I went to Portal Manager -> SageSalesLogix -> Insert Contact/Account and then went to edit the InsertContact.ascx SmartPart. Read more Posted Mar 22 2011, 02:45 PM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Programatically Find Teams and Team Members in SalesLogix

  Question: How can I programatically find all of the Teams and Teams members in SalesLogix? Read more Posted Mar 22 2011, 07:30 AM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Adding a Tab to the SalesLogix v7.5 What's New Portal Page

  Question: I would like to add a tab to the What's New portal page in SalesLogix v7.5. Can I do this and if I can, where is the .ascx for the tab controls on the page? Read more Posted Mar 21 2011, 02:44 PM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Returning Values in Method or Property Drop Down in SalesLogix

  Question: I keep receiving a 'no property' error in SalesLogix when I do the following: I have a Contact entity that has a 1:M relationship to an entity I have called MyHistory. I expand the MyHistory entity, right-click, and choose 'New Form Wizard'. From here I select 'Create Form with Grid', click on Next from the Grig DataSource dialog where I have Entity selected and MyHistory choosen as the EntityType. When I click on Finish the Method or property dropdown never contains values. It is here that I receive the 'no property' message. A Form is created, but it changes into a simple form. Read more Posted Mar 21 2011, 07:28 AM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Screen Dims When Clicking Button on a Form in Dialog Workspace in SalesLogix

  Question: In SalesLogix I have a form in a dialog workspace. This form has buttons to effect other controls on the same form. When I click these buttons the screen dims/greys momentarily and I would prefer that it didn't. Can I disable the dimming/greying when I click these buttons, but not permanently or throughout the client? Read more Posted Mar 18 2011, 03:01 PM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Properly Structuring Account Ownership in SalesLogix

  Question: After a new account has been added to SalesLogix only the Account owner has access, but I need access as well. How can I setup account ownership? Read more Posted Mar 18 2011, 05:37 AM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Support

• Converting 0th Column to Date From Encoded ID in SalesLogix

  Question: I have a form in SalesLogix with a datagrid and within the datagrid every column is databound. On the first column is an encoded ID field, the name is Date. I would like to convert the 0th column to an actual date from the encoded ID after the column or row has been databound. What is the best way for me to accomplish this? Read more Posted Mar 17 2011, 02:51 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Finding ID From a Different Portal Page in SalesLogix

  Question: How can I find the ID of the current contact/lead from a different portal page in SalesLogix? Read more Posted Mar 17 2011, 03:36 AM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Developer

• Adding a Button to the Contact Detail Page in SalesLogix

  Question: On the Contact Details page I would like to add a button. Within the ContactDetails form in SalesLogix, under the contact entity, I know that I can add a button. If I create the button and install a bundle of our customizations I'm not sure what will happen to our other customizations that also modify the ContactDetails form. Is it possible for me to have a form with one button on it that I could programatically render on the contact details page in a certain area? Read more Posted Mar 16 2011, 02:50 PM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Missing Hyperlink on Contact List View in SalesLogix v7.5 Web

  Question: I am using SalesLogix v7.5 Web and everything seems to work fine, except for when I perform a Contact lookup. When I try to use the lookup functionality on the Contact List view the contact names do not have a hyperlink. I'm not experiencing any issue with the Account names, they show as hyperlinks and when I click on the link I am brought to the Account detail view. Why am I not able to click on the Contact and open the Contact Detail view? Read more Posted Mar 16 2011, 05:34 AM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer

• Deploying a Portal Using a Command in SalesLogix

  Question: Can you deploy a portal using a command in SalesLogix? Read more Posted Mar 15 2011, 12:47 PM by SalesLogix Support Tags: SalesLogix Web, SalesLogix, SalesLogix Cloud, SalesLogix Developer