October 2011 - Posts

• Displaying Information from a Table on a Tab on the Account Detail View in SalesLogix

  Question: I created a table to hold information that doesn't relate to Accounts, Contacts, etc. in SalesLogix and has no associations with any SalesLogix table. I would like to display the information from this table on a tab in the Account detail view. Any suggestions on how this can be accomplished? Read more Posted Oct 31 2011, 03:18 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Editing Mail Merge in SalesLogix v7.2.1

  Question: I'm new to SalesLogix and I'm trying to edit the Mail Merge form in SalesLogix v7.2.1. I don't see it in Architect, what should I be looking for? Read more Posted Oct 26 2011, 08:08 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Changing Dashboard Currency in SalesLogix v7.5.3 Web

  Question: Is it possible to change the Dashboard $ currency in the SalesLogix v7.5.3 Web client to £GDP? Read more Posted Oct 25 2011, 07:38 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Restricting Picklist Input Values in SalesLogix

  Question: Is there a way that I can setup picklists that will prevent a user from inputting values that are not available in the picklist in SalesLogix? Read more Posted Oct 24 2011, 07:22 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Sorting By Table ID in SalesLogix

  Question: When I originally migrated data into Saleslogix a few years ago, some of the data was imported in the chronological order from the source system, but I used the same createdate for each record when inserting into Saleslogix. I'm hoping that I can use the table ID to properly identify the chronological order of creation. I understand that the ID is comprised of a table identifier, site code, and a 36 based number. Can I parse out the 36 based number and use that for sorting? Read more Posted Oct 21 2011, 07:39 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• New Entry Not Showing on SalesLogix Calendar

  Question: I'm attempting to insert a new entry into the Event table via code from the Opportunity Detail screen in SalesLogix. I am able to insert the record but I don't see it on the SalesLogix calendar. While running profiler I have scheduled an event that only shows in the insert event table. I can't find anything written to the activity, user_activity, or any other table. Any suggestions? Read more Posted Oct 13 2011, 03:07 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Getting SQL in Dynamic Group Using ADO in SalesLogix

  Question: I'm trying to figure out how I can get the SQL used in a dynamic group using ADO in SalesLogix. I am hoping to do something within a SalesLogix VBScript itself. Is there a way to return this information in a query? Read more Posted Oct 12 2011, 03:02 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Lookup Items Not Filtering on Custom Lookup Field in SalesLogix

  Question: In SalesLogix I've added a custom lookup field to the Insert Opportunity Form, a system Form. In AXFormOpen, I programmatically set the LookupRestrictValue but the lookup items are never filtered. This has worked without issue in the Opportunity Detail Form; I programmatically set the SQL of the LookupRestrictValue and the results are properly filtered. Do you know why this might be happening? Read more Posted Oct 06 2011, 03:05 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• SalesLogix Mail Merge Not Working Correctly

  Question: We're using SalesLogix v7.2.1 and Word 2003, and have created a mail merge template that has an "ask field'. This should prompt the user for information that will be inserted into the document. The problem we are encountering is that the ask field is only supposed to prompt the user once and insert the info into every letter without prompting over and over. This, however, is not the case and it prompts for the entire mail merge. Why might this be happening? Read more Posted Oct 05 2011, 03:39 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Renaming Defect in SalesLogix

  Question: I would like to be able to change every instance of the word Defect to NonCon in SalesLogix without having to edit every plugin. I want to keep the functionality of Defects without having to start again. Read more Posted Oct 04 2011, 03:03 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Showing Picklist Name in Grid in SalesLogix

  Question: I'm wondering how I can get a picklist name to show in a grid in SalesLogix? Currently, only the itemid shows but when I open the edit form the textname is shown. Read more Posted Oct 03 2011, 03:05 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support