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June 2011 - Posts
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Question: I'm running SalesLogix v6.2 (I know, OLD version), and it doesn't have many customizations but the database is large. We just turned on ticketing capabilities, and the ticket window takes 60-90 seconds to open. I ran the SLX Profiler and discovered the following: Read more
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Question: I'm trying to setup SalesLogix so that a user can select a Word template within SalesLogix. To do this, I am using the LookupEdit control with LookupMode=ImFile. When the control displays the lookup directory window, the directory displayed is always the last directory that I chose a file from. The templates always exist below a Library directory (the root directory), though the templates may exist in a sub directory. As an example Read more
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Question: Is the HasPermissions function stored at the database level in SalesLogix, and in which table/fields? Read more
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Question: I have a data form named EventDoc_Attachments within the Eventix family in SalesLogix:
Sub ManageAttachments(Sender)
Application.BasicFunctions.DoInvoke "Form", "Eventix:EventDoc_Attachments"
End Sub Read more
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Question: I would like to add a printer icon to a button I made in SalesLogix that prints out a datagrid, instead of the word "Print" that is currently there. How can I add the icon? Read more
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Question: How can I restrict/filter an Opportunity lookup based on an Account lookup in SalesLogix? Read more
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Question: Can you tell me how to sort a column in a grid in descending order in SalesLogix? Read more
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Question: Do you have an example for how to add fields to the treeview in the Add Opportunities Products screen in SalesLogix? I'm trying to show the actual id, quantity, and name but it seems like only one field can be displayed. Read more
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Question: In SalesLogix is it possible to link a Ticket to Opportunity by making the link go to System:Opportunity Details:Products? I'm trying to make it so that when a control is clicked and it links to an Opportunity, the link will go straight to the products tab. Read more
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Question: Can you provide me with code to get selected acccountid/s in the listview in SalesLogix? As an example - if I select 4 accounts I will need to get 4 accountids. Read more
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Question: In SalesLogix I am trying to run a query, and after the query is executed I would like the results to be displayed in the field cboProductType. I applied the following code to my form but it's not working: Read more
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Question: I need to read data from a SQL database that is sitting on the same server as SalesLogix, and insert the records from the database into SalesLogix. My problem is I'm not sure how to prepare a connection string for the external database.
Provider=Microsoft.sqloledb;Database=dbname; server=servername; uid = user; pwd=password
Can you provide me with information/instruction? Read more
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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? Read more
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Question: I'm running SalesLogix v7.2.1 and I need to increase the product price field to 4 decimal places. How can I do this? Read more
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Question: I'm trying to re-size a form similar to the Time Zone Calculator dialog of Schedule in SalesLogix. I can't find the form in Application Architect, how can I implement a form like this? Read more
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Question: In SalesLogix I'm trying to use the Sender object from a control change event, specifically to access the original value in the control after the change event is fired. I can't find any information on the Sender members that are available. Can you suggest reference guides that might provide me with more information? Read more
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Question: In SalesLogix I have a LookupEdit control that works without issue in insert mode, but in edit mode the button and lookup functionality are disabled. Am I missing something? Read more
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Question: I'm trying to bind fields on the edit view to tables in SalesLogix, but when I try to bind them the new tables aren't listed as an option. Why might the new tables not be showing up? Read more
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Question: In SalesLogix I have added a datagrid to an Account level tab and set the BIND ID as accountid. A new form was created and set as the EditView. I also set SQL on the datagrid to return all records from a new table with the same accountid as the current account. I'm getting stuck because I'm not sure how to bind fields on the EditView form to the record. I attempted to manually script by adding to the datagrid but when the EditView form closes an extra row is added. How can I bind fields on the form to the proper fields in the database? Read more
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Question: I am opening a form from a popup menu in SalesLogix. The form has a treeview and nodes. When I call the form from the popup menu the form doesn't display the treeview control, however when I access the form directly I can see the treeview control. Any idea why this is happening? Read more
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Question: In SalesLogix I have a data form that is being launched from a menu item. This is being used to manage items with a checkbox and an editable datagrid for each record. I'm trying to remove the section of the caption that reads "Insert New..." without much luck. Can you point me in the right direction? Read more
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Question: In SalesLogix my Accounts and Contacts are associated with each other and I would like for data at the Contact level to be refreshed when I perform changes at the Account level. How can I refresh the screen at the Contact level when I make changes at the Account level? Read more
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Question: I'm running SalesLogix v6.2.6 and I have a button that I want to use to open an active form. The data form has a grid that will have add, edit, and delete options. I used this to try and open the form: Application.BasicFunctions.DoInvoke "Form", "System:TR_CourseCatalog", but it doesn't open. Can I open a data form on the OnClick event? Read more
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Question: I am selecting rows off of the current page via script and I would like to scroll the grid when they show up. Is it possible to scroll a grid in a script in SalesLogix? Read more
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