July 2011 - Posts

• Customize Activities Mainview in SalesLogix v7.2.2

  Question: I'm using SalesLogix v7.2.2 and I would like to customize the Activities Mainview. I would like to add a few columns to the list views and I can't find a plugin. Any help would be great! Read more Posted Jul 29 2011, 07:31 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• OnClick Event for the 'Next' Button Not Closing Screen in SalesLogix

  Question: Within SalesLogix I have a series of screens that all have a 'Next' button, and there is a global recordset that will be passed from screen-to-screen. I would like to have the current screen close and the next screen open when the user chooses the 'Next' button, and a 'Back' button that the user can choose if the user needs to enter more information before moving on. Every script that I have tried on the OnClick event for the 'Next' button doesn't cause the current screen to close and the next screen to open. The next screen opens, but the previous screen shows as well. Do you have any suggestions? Read more Posted Jul 28 2011, 04:29 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Exporting SalesLogix v7.0.1 Data to a PDF

  Question: I am using SalesLogix v7.0.1 Windows client and I would like to be able to export data to a PDF. How can I do this? Read more Posted Jul 28 2011, 07:27 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• SQL and Lookup Results Group in SalesLogix

  Question: I'm trying to get the SQL that is creating the Lookup Results group for a mainview in SalesLogix. If it were an actual group I know I could use the Application.BasicFunctions.GetGroupSQL, but I'm not seeing an ID for the Generic Lookup Results group. Read more Posted Jul 27 2011, 04:08 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Changes to Quick Search in SalesLogix

  Question: I would like to make changes to the quick search in SalesLogix to search by Last, First name. From what I can tell, the quick search is coded to find the lookup 'lastname'. I attempted to change that to Last, First Name but I wasn't able to. How can I change the lookup used by quick search? Read more Posted Jul 22 2011, 04:08 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Modifying a Datagrid to Return Specific Data in SalesLogix v6.2.6

  Question: I'm working on modifying a datagrid to return only data for a specific record in SalesLogix v6.2.6. I'm receiving the following error when I attempt to open the datagrid: " Invalid column name " strVal " at line 20, char1. This is the code I'm using: Read more Posted Jul 21 2011, 03:22 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Hiding the Opportunity Snapshot in SalesLogix v6.2.6

  Question: My company is running SalesLogix v6.2.6 and the sales team would like to the Opportunity Snapshot hidden because it is rarely used. I would like to hide this as well as create a button the sales team could use if they wanted to see the information in the Opportunity Snapshot. Any ideas on how I can do this? Read more Posted Jul 20 2011, 04:02 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Attachments Plugin Location in SalesLogix

  Question: In SalesLogix I'm looking for the Attachments plugin in More Tabs, but I'm not seeing it. Does this exist? Read more Posted Jul 19 2011, 03:56 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Adding Checkbox to Ticket Attachments Edit Screen in SalesLogix v7.2.2

  Question: I'm running SalesLogix v7.2.2 Windows client and I've been asked to add a checkbox to the Ticket Attachments Edit screen. I think that this area is hard-coded and can't be changed, but I wanted to double check. Can I add a checkbox to this screen? Read more Posted Jul 18 2011, 03:35 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Adding a Customized Application to the Tools Menu in SalesLogix

  Question: I'm trying to figure out how to add a customized application to the 'Tools' menu in SalesLogix. I would also like the customized application to be available in the SalesLogix menu. Do you have any advice? Read more Posted Jul 15 2011, 04:00 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Locking Down a Data Grid on a Form That is a Tab in SalesLogix

  Question: In SalesLogix I have created a mainview detail form with access granted depending on Account ownership. I'm trying to apply the same access security to a data grid on a form that is a tab for this record. Can I do this? How? Read more Posted Jul 14 2011, 04:11 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Restricting Access to Custom Fields in SalesLogix to the Admin User

  Question: I have created three custom fields in SalesLogix, picklists and dropdowns, that need to be visible to everyone but only the Admin has the ability to make changes. I know that I can do this with scripting but I don't know where I would put the script change within the existing script? Read more Posted Jul 13 2011, 04:15 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Moving SalesLogix Attachments

  Answer: Attachments are not on a drive, they are in a share, so you will need to do this: Read more Posted Jul 12 2011, 04:05 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support