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August 2011 - Posts
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Question: Within SalesLogix I am trying to automatically set a lookupedit control based on a selection from a different lookupedit control. I choose a Campaign Name and set the correct LeadSource, as an example:
Campaign 'Client Picnic' falls under a lead source of 'Client Outreach' How I'm attempting this is: Read more
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Question: Where can I find the Activity Notepad form in SalesLogix? Read more
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Question: I'm running SalesLogix v7.2.2 and I would like to add a new function that runs off of the Insert menu. Within Architect I go into Manage/Secured functions, this is where I create my New Insert xx function. After I do this and log back into the SalesLogix client, I can see the new menu entry is available but when I select it I get this message: "Unknown Function Number: -1". I haven't associated this function with an action, so I am wondering how can I associate the new secured function with an action? Read more
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Question: I have a dynamically created datagrid in SalesLogix - 2 of the columns have a long caption to which I'd like to add a carriage return so that I can make the column narrower. Can I do this? Read more
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Question: Question: I'm trying to create a new Opportunity/Sales Flow in my SalesLogix v6.2.6 system. I created a .NET user control that fires events (using a Timer to check the values inside my .NET object) and it's refreshing every second, this all seems like alot. Can I capture the events fired in my .NET user control? Read more
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Question: In SalesLogix I'm attempting to update a grid to show the extended price when the quantity is changed by the user. I am using the following in the OnEdited event of the grid:
If FieldName = "A1.QUANTITY" Then
intPrice = Value * CInt(objRS.Fields("Price"))
dgQuoteLine.SetFieldValue PrimaryKeyValue,"A1.PRICE",intPrice,null
End If
This results in a catastrophic failure, any idea why? Read more
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Question: Is it possible to customize the SalesLogix calendar with options other then Phone Call, Meeting, etc.? And can I change the way activities are display on the calendar? Read more
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Question: I would like to add a web link to the help menu that is similar to SalesLogix support, and have it integrated with the SalesLogix client to the url that I specify. How can I do this? Read more
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Question: We're upgrading from SalesLogix 7.0 LAN to SalesLogix 7.5.2 Web, and I'm wondering if we need to upgrade to SalesLogix 7.5.2 LAN first and then go to the Web client? Read more
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Question: In SalesLogix, when a user clicks a button I'm using the method application.BasicFuncions.CreateAdHocGroup to create a group. However, every time a user clicks the button another Ad-hoc group is created. I'm trying to delete the existing group with SQL queries so that only one ad-hoc group is kept. I am deleting records from Plugin, AdHocGroup, PLUGINATTACHMENT and SLX_PLUGINNOBLOB but the groups tabs are still being displayed in the group's list. I can't find the table that stores the groups, what am I missing? Read more
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Question: I can't seem to get a connection to work in SalesLogix when I don't use Application.GetNewConnection
Sub UpdateScores()
Dim Conn
Dim ConnString
ConnString = "Provider=SLXOLEDB.1;Data Source=servername;Initial Catalog=dbname;...etc..."
Conn = CreateObject("ADODB.
Connection")
Conn.Open ConnString
'...rest of sub...
End Sub Read more
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Question: How can I get the existing Contact using the Contact ID, and then update fields for that Contact in SalesLogix? Read more
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Question: In SalesLogix how do I populate a field in the Account Details form, and how do I save data changes if the data is modified by hand in the Account Details view? Read more
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Question: Below is some code that I have in SalesLogix. When I run this and take out the stop statement, or say no to the debugger, the message box shows the count to be 3 and the error message alerted is an empty string.
When the stop statement is included, or I say yes to the debugger, and step through, the parameter count is 6 and I get the error "Multiple-step OLE DB operation generated errors. Check each OLE DB status value, if available. No work was done." Read more
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Question: I created a new text field in SalesLogix and I modified the insert/update script on the form code - Add Edit Product. I'm having no problems entering data, it stores in the database just fine, but I can't figure out where in the code the data is pushed into the fields to display. Can you tell me how the fields are filled in? Read more
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Question: I'm using SalesLogix v6.2.6 and I need to figure out the option a user selects from the standard Add/Edit/Delete menu. Can you help?
Answer: Here is how you can reference the item index:
'Taken from Account:Contracts
Sub grdContractAccountPopupMenuCli Read more
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Question: I need help figuring out what code I need to use to refresh SalesLogix. Some problems I'm running into is that when I insert a new ticket the Ticket list will open, not the Ticket Detail View. Or, if one of our customized Groups is open the ticket that was created doesn't show up. The only way that it will is if I navigate to a different group or if I manually refresh. Do you happen to know what code I can use to refresh SalesLogix? Read more
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Question: We have SalesLogix v6.2.6 and we used the Query Builder dialog to create a custom list view, but I'm not seeing one of the tables that I would like to access in the tree. The table is custom and is related to an additional custom table, and this table is related to the Opportunity table.
Opportunity
- Custom Table 1 (1:Many relationship to Opportunity table)
- Custom Table 2 (1:Many relationship to Custom Table 1)
In both the Database Manager and the Joins dialog is looks like the join is setup correctly. When I tried to define the joins again I wasn't allowed to because the same joins already existed. Can you help? Read more
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Question: I get the following error while trying to debug code in SalesLogix:
"Join type not supported (not INNER join is used)"
I am using a left outer join in my query - is this not allowed? Read more
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Question: Is there a way to enable and disable the 'Middle Pane' in SalesLogix using code? Read more
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Question: I have a manage form in SalesLogix with several required fields. I changed the Button Kind to bkcustom and set the modal result to mrNone because the form validate was not working. I added Application.BasicFunctions.CloseCurrentView False as the last line of code on the the button click event - after the values are written to the database this code fires. After the user clicks OK on the message box that pops up if there is a blank fields that is required I need to stop the program from writing changes to the database. How can I do this? Read more
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Question: I'm using an Edit control in my form in SalesLogix. I would like to double-click the Edit control and call another form. How can I do this? Read more
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Question: When the OnEdited event fires for a datagrid in SalesLogix I'm receiving a blank PrimaryKeyValue and I don't know why. Any suggestions? Read more
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Question: I would like to create a button in SalesLogix that will link to an intranet based web page. What I need help with is having the link show as unavailable to users that are not connected to the network so that the page doesn't attempt to load and fail. Do you have suggestions? Read more
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Question: In SalesLogix on the Ticket Detail Screen, whenever I click on the Contact lookup link I get this error:
Error calling method AXFormChange
Error in IDispatch.Invoke(): 0x80020101
This is the code behind my ToClick function on the Contact lookup:
Sub OnLookupGoToClick(Sender)
InvokeMainView Sender.LookupID, "System:" & Right(Sender.Name, Len(Sender.Name) - 3) & " Details" 'DNL
End Sub
After I click OK on the MsgBox, I go to that contacts detail view, why is this happening? Read more
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