November 2011 - Posts

• Creating a New Tab with Functionality of Activity Tab in SalesLogix

  Question: In SalesLogix I am trying to add another tab to both the Account and Contact detail views. I would like for the tab to be a copy of the Activity tab, and I assume I will need to make a copy of the Activity tab plugin but I can't seem to find it. Can you point me in the right direction? Read more Posted Nov 23 2011, 09:14 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Changing SQL Update Statement to Working SalesLogix v7.5

  Question: I have a SQL Update statement that worked in SalesLogix v6.1 but is not working in v7.5. I know it needs to be updated, but I can't get it to work: UPDATE ADDRESS SET UF_ACCOUNTMANAGERID = PC.ACCOUNTMANAGERID, UF_SECCODEID = PC.OWNERID FROM UF_POSTALCODE PC, ADDRESS A, ACCOUNT AC, USERINFO UI WHERE A.POSTALCODE = PC.POSTALCODE AND AC.ACCOUNTID = A.ENTITYID AND AC.ACCOUNTMANAGERID = UI.USERID AND LEFT(A.ENTITYID,1) = 'A' AND (A.ISPRIMARY = 'T' OR A.ISPRIMARY IS NULL) AND PC.POSTALCODE IS NOT NULL AND (PC.ROUTING IS NULL OR PC.ROUTING = '') AND UI.DEPARTMENT = 'SALES' AND (UF_ACCOUNTMANAGERID<>PC.ACCOUNTMANAGERID OR UF_ACCOUNTMANAGERID IS NULL OR UF_SECCODEID <> PC.OWNERID OR UF_SECCODEID IS NULL) Read more Posted Nov 22 2011, 09:02 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Accessing the Insert ContactAccount Form in SalesLogix

  Question: Is the Insert ContactAccount form accessible in SalesLogix? I'm trying to hide the "Add Account" option. Read more Posted Nov 21 2011, 09:37 AM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Getting Selected Contactids From a Contact List View in SalesLogix

  Question: I need to get a list of selected contactids from a contact list view in SalesLogix. Users send emails to contacts selected from a list view, and I need to get a list of the select contacts so that I can exclude the contacts that have the "DoNotEmail" flag checked. How can I do this? Read more Posted Nov 10 2011, 12:59 PM by SalesLogix Support

• Highlighting a Row in a Datagrid Based on an Item Entered in a Textbox in SalesLogix

  Question: In our SalesLogix system users enter an item into a textbox. This textbox uses an OnChange event to populate a combo box, and the combo box lists all contracts on which the entered item appears. After the user chooses the desired contract, the combo box OnChange event populates a datagrid. This datagrid lists all items, including the item entered into the textbox, that are associated with the contract chosen in the combo box. I would like to highlight the row in the datagrid that lists the original item that was entered in the textbox by the end user, any idea how I can do this? Read more Posted Nov 09 2011, 02:54 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Opening Forms and Passing Information in SalesLogix

  Question: I'm trying to do the following in SalesLogix: Go from Form A to an Account Detail screen, then open Form B and pass an ID from Form A to B. Is there a clean way to do this? Read more Posted Nov 08 2011, 03:25 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Adding Functionality to the Save Button in SalesLogix

  Question: I'm trying to add a text field to the Contact view in SalesLogix. I would like to save the value of the text box as well as the Contact details with the Save button. Is this possible? Read more Posted Nov 07 2011, 03:03 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support

• Creating a Custom Leads Tab in SalesLogix

  Question: I need to create custom tabs for the Leads area of SalesLogix. I would like create extension tables that will store additional information in the leads area. What kind of form do I use, and how do I link the tables to the Leads area so that they can be added as a default tab? Read more Posted Nov 04 2011, 03:10 PM by SalesLogix Support Tags: SalesLogix, SalesLogix Support