May 2011 - Posts

• Value of User's Title in SalesLogix

  Question: I'm trying to run an IF statement on the User Title, and if the Title isn't met the user will have certain options disabled. How can I find the value of a user's Title in SalesLogix? Read more Posted May 27 2011, 04:01 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• Refreshing a Tab Using the When Record Added Event in SalesLogix v6.2.4

  Question: I'm using SalesLogix v6.2.4 and when I right-click on a certain tab I can copy a record to a table that is being used in a different tab. I would like to refresh the 2nd tab using the When Record Added event as it is often pinned to the middle pane and the users expect to see it when a record is copied. Can I do this? Read more Posted May 27 2011, 07:15 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• Creating a Group of Accounts in SalesLogix That Do Not Have Notes

  Question: In SalesLogix I'm trying to create a group of Accounts that do not have any Notes. I've tried using a condition that Notes does not contain data, but that hasn't worked an still returns some accounts that do have notes. What am I missing? Read more Posted May 26 2011, 04:19 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• SalesLogix Function Issue

  Question: Below is a function I have in SalesLogix and there seems to be a problem with my 'End With'. Suggestions? Read more Posted May 26 2011, 07:12 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• Combo Box as a Drop-down on a Grid in SalesLogix

  Question: How can I make a combo box available as a drop-down from a grid in SalesLogix? Read more Posted May 25 2011, 04:09 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• Assigning a Variable to the UserName in SalesLogix

  Question: How do I assign a variable to the UserName code in SalesLogix? Something like this: Read more Posted May 25 2011, 07:41 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• UserName for Logged-in SalesLogix User

  Question: How do I the find the UserName for a user who is logged into SalesLogix? I would like to have this so that I can insert it into a record once a user's action is saved on a form. Read more Posted May 24 2011, 04:11 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• One Recordset for All Selected Datagrid Rows in SalesLogix

  Question: In SalesLogix is it possible to have one recordset for all selected datagrid rows? I know the following to retrieve IDs for selected datagrid rows - Read more Posted May 24 2011, 07:25 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• Disabling an Editable Field in a Datagrid in SalesLogix v7

  Question: I'm trying to disable an editable date field in a datagrid in SalesLogix v7 using this code: from the CustomDrawCell event - the field name and display name are 'Online_Date' and grid is named dgProduction: dgProduction.Columns.Item(" Online_Date").DisableEditor=True I get the error: Object Required: 'dgProduction.Columns.Item(...)' I've used this code before without issue. Any thoughts why this is happening? Read more Posted May 23 2011, 04:01 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• Running Query that Counts Records and Returns Results in SalesLogix Windows Client

  Question: In the SalesLogix Windows client I am trying to run a query that counts records and returns the results. I tried this but didn't have much luck: Read more Posted May 23 2011, 07:15 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• Error Messaging When Trying to Pass Value from Account Detail in SalesLogix

  Question: I'm trying to pass a value from the Account Detail view in SalesLogix to the .Net Embedded Control when the button on the Details view is clicked: Read more Posted May 20 2011, 04:23 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Forecast Tab Not Changing on the Opportunities Page in SalesLogix

  Question: When I'm on the Opportunities page in SalesLogix if I move from one forecast tab to the next the tab will continue to show the previous forecast value. How can I fix this? Read more Posted May 20 2011, 07:21 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Tabs Disappearing on the Account and Contact Mainviews in SalesLogix v7.5.1

  Question: Our users are experiencing a problem in SalesLogix v7.5.1 where tabs on the Account and Contact mainviews disappear and don't come back. When this happens it also stops other tabs and dialogs from working. The user receives this message: Read more Posted May 19 2011, 04:14 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Hiding the Recently Viewed Drop Down in the SalesLogix v7.5 Customer Portal

  Question: Is it possible to hide or remove the 'Recently Viewed' drop down from the SalesLogix v7.5 Customer Portal? Read more Posted May 19 2011, 07:16 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Error in SalesLogix When Applying Bundle

  Question: In SalesLogix I have created a new tab on the Opportunity screen call OPARegistration, and the tab is mapped as a 1 to many. I have also created an edit form for the fields of the OPARegistation table. These changes are working fine on my Dev machine but after bundling and installing on a different machine I get the following error: Read more Posted May 18 2011, 04:19 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Autofilling the Lead Source Lookup in SalesLogix

  Question: I'm trying to autofill the LeadSource lookup on the SalesLogix insert opportunity screen and I'm using this code: Sage.Entity.Interfaces.IOpportunity opp = this.BindingSource.Current as Sage.Entity.Interfaces.IOpportunity Read more Posted May 18 2011, 07:07 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Error When Trying to Use HQL DataSource to Control a SmartPart in SalesLogix

  Question: In SalesLogix I am trying to use HQL DataSource to control my SmartPart. I am using a HQL DataSource control and a datagrid, and have given all the properties names, named the tables in my property window and mapped it to my datagrid. Read more Posted May 17 2011, 04:04 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Opening Two DialogService Windows in SalesLogix Web

  Question: I would like to apply validation for a postal code control on the addressEdit.ascx form in SalesLogix Web. When there is more than one city for a postal code I would like to inform the user that the postal code has more than one city so that the user can choose the appropriate one. Read more Posted May 17 2011, 07:11 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Exporting From SalesLogix v7.5.2 Web to Excel

  Question: How can I export RecordSet, IList, or DataGrid from SalesLogix v7.5.2 Web to Excel? Read more Posted May 16 2011, 04:01 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Getting a Code Snippet to Display in Column of Datagrid That is Bound to Sales Orders in SalesLogix

  Question: In SalesLogix I have a datagrid that is bound to sales orders. I am trying to get a code snippet to display in one of the columns. The code snippet returns a double and looks like this: Read more Posted May 16 2011, 07:38 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Error When Attempting to Add HTML Attachement in SalesLogix v7.5.2 Web

  Question: We are using SalesLogix v7.5.2 Web and receive this error when attempting to add an HTML attachment to an Opportunity: An exception occurred executing the dynamic method Attachment InsertFile/Attachment. Is this a known issue? Read more Posted May 13 2011, 04:31 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• Code Issue Using ResponseRedirect in SalesLogix

  Question: I'm trying to use a Response.Redirect in SalesLogix but I when I compile my code Response is not recognized as valid. I added Imports System.Web.UI with no luck. Here is my code: Read more Posted May 13 2011, 07:25 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• Getting SalesLogix Account ID Programatically

  Question: I am trying to create an Account lookup in SalesLogix that, based on the Account selected, will populate field values in text boxes in a form by grabbing data from the account table. My Account lookup is based on these settings: Read more Posted May 12 2011, 04:12 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• ActiveMail Plugin for SalesLogix v7.5 Web

  Question: I am working on a plugin for Outlook and SalesLogix v7.5 Web, and I would like to find the web server without having to hard code it in. Any idea how ActiveMail does this or how I can get the ActiveMail plugin to use myself? Read more Posted May 12 2011, 07:10 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web

• Values From DependencyLookupControl in SalesLogix

  Question: I am trying to get the values that a user selects on a form from the DependencyLookupControl in SalesLogix but I'm having a bit of trouble. They aren't bound to anything because I plan to use the values that the user specifies to run a stored procedure that does extensive data handling. This is what I did to try to access the first drop down: Read more Posted May 11 2011, 04:08 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Cloud, SalesLogix Developer, SalesLogix Web