September 2011 - Posts

• Showing Lines on a Datagrid SalesLogix

  Question: How can I show vertical lines in datagrid in SalesLogix? Read more Posted Sep 30 2011, 03:27 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Reading from a Text Plugin in SalesLogix

  Question: I need to run a long SQL query from SalesLogix on another database. I would like to put the query string in a text plugin and read the lines of the plugin. How do I read from a text plugin? Read more Posted Sep 29 2011, 03:17 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Programmatically Identify Field Level Security Profile in SalesLogix

  Question: I would like to be able to programmatically identify the field level security profile that is applied to the current record in SalesLogix. Is it possible to do this? Read more Posted Sep 28 2011, 03:02 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Location of Complete Activity Form in SalesLogix

  Question: I need to change the Complete Activity form in SalesLogix but I don't know where to find it. Can you help me with this? Read more Posted Sep 27 2011, 03:35 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Scripting a Datagrid With No Entries in SalesLogix

  Question: Is it possible to script a datagrid initially with no entries in SalesLogix? Read more Posted Sep 23 2011, 03:09 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Using a DataGrid on a modified Insert Opportunity Form in SalesLogix

  Question: In SalesLogix is there a mechanism for using a DataGrid on a modified insert Opportunity form, or to mimic the functionality? As an example, let users add items to a datagrid and then update an extension table when the form is saved. I've noticed that on the Insert Opportunity form the BindId can't be set. Can I create the "Insert Opportunity" form as a dataform from scratch? Read more Posted Sep 22 2011, 03:08 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Hiding Toolbar Menu Item From Users in SalesLogix Without Setting Individual Security Profiles

  Question: Is it possible for me to hide some of the options under the toolbar menu in SalesLogix, such as the 'Tickets' on the Insert Menu, from users without having to go through individual user security profiles? Read more Posted Sep 21 2011, 03:00 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Retrieving Info for User Logged Into Main Server or Remote Database in SalesLogix

  Question: I would like to create a function behind buttons in SalesLogix that will work for the main server database but not for remotes. I'm wondering how to retrieve the info if the user is logged onto the main server or the remote database? Should I be looking at the connection string with server name, or is there a flag I can read out? Read more Posted Sep 20 2011, 03:36 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Using SQL to Identify Users Associated With Particular Teams in SalesLogix v7.2.1

  Question: I'm running SalesLogix v7.2.1 and am having trouble trying to figure out how to use SQL to determine who belongs to what teams. How can I do this? Read more Posted Sep 19 2011, 03:03 PM by SalesLogix Support

• Application.GlobalInfo Versus Application.BasicFunctions in SalesLogix

  Question: In SalesLogix I have seen that our code uses both Application.GlobalInfo.Item and Application.BasicFunctions.GlobalInfoFor functionality in SalesLogix VBscript. They seem to both perform the same function and I'm wondering if there a reason to choose one over the other? Read more Posted Sep 16 2011, 03:22 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Determining if a User or a Script Triggers an OnChange Event in SalesLogix

  Question: How can I determine if an OnChange event for an edit control is triggered by a user or a script in SalesLogix? Read more Posted Sep 15 2011, 03:19 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Changing the Opportunity Probability Default Value for All Users in SalesLogix

  Question: I need to change Opportunity probability default value in my SaleLogix system from 0% to 100%. How can I change the default from 0 to 100 for all users? Read more Posted Sep 14 2011, 03:03 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Accessing Multiple Contact ID's in SalesLogix

  Question: In SalesLogix I need to select multiple contacts on the contact list view and then use the contact ID's in subsequent code in a form opened from the right-click menu of the list view. How can I get the ID's of the selected contacts? Read more Posted Sep 13 2011, 03:12 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Searching the SalesLogix Database for Looped or Recursive Joins

  Question: I believe that my SalesLogix system may have some recursive joins because it takes a very long time to pull up the field selector (text) on the property window of a field on a form. Is there a way to look at the database and generate looped or recursive joins? Read more Posted Sep 12 2011, 03:04 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Adding Filtering Options to the Notes/History tab of Accounts in SalesLogix v7.0

  Question: I have been asked to add two filtering options to the Notes/History tab of the Accounts entity of SalesLogix v7.0. I need a filter to provide a picklist of Category options to filter, and the other filter needs to behave in a similar way to the "Show Database Changes" check box by always hiding a Category with "Tech Support" unless the check box is checked. Can you provide me with some advice on performing these modifications? Read more Posted Sep 09 2011, 03:03 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Removing Items from the Insert Opportunity Form in SalesLogix

  Question: The opportunity process my company uses is much more simple than what SalesLogix comes with out of the box. It looks as though competitor, reseller, sales processes, etc. are deeply tied to the plugin. I'm wondering if there is a orderly way to untie sales processes from the form? Right now I'm commenting out lines as errors are created, but this doesn't seem like the best way. Read more Posted Sep 08 2011, 03:28 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Disabling PopupMenu Items Programatically in SalesLogix

  Question: I have added two menu items to the PopupMenu in SalesLogix. I would like to be able to disable the PopupMenu items programatically. Any advice? Read more Posted Sep 07 2011, 03:18 PM by Brianna Ojard Tags: SalesLogix, SalesLogix Support

• Form Called From Account or Contact in SalesLogix

  Question: I'm trying to figure out if a form in SalesLogix was called from a tab-form in Accounts or in Contacts. How can I do this? Read more Posted Sep 06 2011, 03:43 PM by Brianna Ojard Tags: SalesLogix, SalesLogix Support

• Detail Report Not Available in Common Task Area of SalesLogix Web

  Question: I have a question about the "Common Task" area of SalesLogix Web. I do not see the item "Detail Report" available for selection. Is this out of the box functionality or something that is customized? How do I get it to show? Read more Posted Sep 02 2011, 03:07 PM by Brianna Ojard Tags: SalesLogix, SalesLogix Support

• Minimizing a Form While Stored Procedure Runs in SalesLogix

  Question: I would like to run a SQL Server Stored Procedure behind the scenes of SalesLogix. I would like to click a button that will execute the Stored Procedure in the background with the ability to close or minimize the form. The Stored Procedure is taking 10+ minutes to run and I don't want the form to be open the whole time. Any idea how I can do this? Read more Posted Sep 01 2011, 03:10 PM by Brianna Ojard Tags: SalesLogix, SalesLogix Support