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April 2012 - Posts
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Trying to get a better understanding of the .SLP files and what they are used for. Can anyone give me some information on what they are used for and generally what role they play within SalesLogix?
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How do you merge contacts or accounts that don’t show up in the same list? Create a new query group or adhoc group that contains those contacts or accounts – is that the only way?
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I am using Application.BasicFunctions.DoInvoke "Open", "(location)" to open notepad (as a test). Is there any way I can pass some text to display in the body of the new notepad document that gets opened?
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Can any one suggest me how to integrate Skype into SalesLogix windows client?
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Question:
Is it possible to drag and drop an attachment from the Account Attachments tab into an Outlook email? A user tried this and only the URL of the attachment was pasted.
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I have a modal form that I am popping up that lists several accounts in a grid. When you click on one of those accounts, it changes the detail view in the background to display the detail of the selected account.
However, because the modal form is open, you cannot click on the background detail view to change the tab displayed. I would like to do this programmatically so the user could have a drop down tab list on the modal form and when they select from this list the main view tab is changed in the background view.
Is this possible?
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I've created a new SalesLogix entity, lets say its called Invoice. So, I have an Invoice MainView, DetailsView, etc. I need to change the edit menu functionality for this entity. Deletion should be allowed only for certain users, and the system should display a confirm dialog prior to beginning the deletion routine.
I've been taking a look at global functions, but I'm not sure if this is the way to go or not.
How do I do this? Any tips or ideas will be highly appreciated.
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How can I use Mail Merge with microsoft vbscript functions (or SalesLogix functions)? Read more
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I've created a Saleslogix data entry and calculation form that our users will need to print a copy of to present to their customers. What code do I need to add to the form that will allow me to print this form when the 'Print' button is clicked?
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I have a report which takes ages to run
I therefore can't open it via the application.basicfunctions.doinvoke ... routine as this always refreshes the data, even if the "save data with report" option is ticked
I have the report running overnight via Knowledgesync and saving to a path on the server
I want to click a button in slx and open this file - with the data saved
I have the following code:
dim objrdc, crxreport, crxview, rptwindow
Set objRDC = CreateObject("Crystalruntime.Application")
Set CRXReport = objRDC.OpenReport("filename.rpt")
What is the next command to open the report in Crystal Report Viewer?
If I put
crxreport.printout
it tries to print to a printer - I don't want this but at least I know the text above is ok
I've tried
crxreport.preview
and this errors
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How do I write this expression for a SalesLogix calulated field?
SELECT
CASE WHEN ISNULL(Repl_Quote, '') <> '' AND ISNULL(Repair_Quote, '') <> '' THEN 'Replacement & Repair'
ELSE CASE WHEN ISNULL(Repl_Quote, '') <> '' THEN 'Repair' ELSE 'Replacement' END
END
FROM ticket_quote
I need this field to be displayed in a simple grid.
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I ran the SalesLogix Profiler to see the SQL executed when an activity is completed. One of the statements executed was the following:
UPDATE SITEKEYS SET KEYVALUE = 'A0001LO', MODIFYDATE = '20090925 14:05:20', MODIFYUSER = 'UDEMOA00001H' WHERE SITECODE = 'DEMO' AND KEYTYPE = 6 AND KEYVALUE = 'A0001LN'
Does anyone know the source of KEYVALUE, SITECODE, KEYTYPE and KEYDESC?
KEYDESC doesnt apper in the SQL statement but is a field in the table.
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We are creating SalesLogix field level security for my sales agents and, of course, don't have access to these tables. Is there a way to add this in after the fact? Do these have to be rebuilt from scratch? Is there any simple solution for this one?
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Need to find a way to call functions from "System:Global Activity" in my code.
I have not found any options for that in DoInvoke description.
So - how to call functions from "Global Scripts"?
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Is it possible to add another choice to the menu displayed when right clicking on the list view of the all contacts group.
By this i mean the list that appears containing:
View Detail
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Add Selected Members to ExistingGroup
Add Selected Members to New Group
etc
etc
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Trying to get a better understanding of the .SLP files and what they are used for. Can anyone give me some information on what they are used for and generally what role they play within SalesLogix?
Read more
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If I place a "Decision - Question" item on the process, I can then have multiple lines of results for this question.
For example...
Q) Do you wish to continue with this call?
A1) Yes.
A2) No, close the process.
A3) No, but schedule a call-back.
However, the Architect does not seem to want to let me change the order in which the answers appear. In the client they appear as...
Q) Do you wish to continue with this call?
A2) No, close the process.
A1) Yes.
A3) No, but schedule a call-back.
... which is does not come in the natural order that users expect.
The responses seem to appear in the order in which they branch from the question mark in the process designer. Unfortunately, I cannot find a way of reorganizing the order in which the branches appear, and therefore the order in which the responses appear on screen to the user.
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How do I Hide or Disable the Forms that is getting Displayed in the SalesLogix "MORE TABS" section of the SLX screen?
I developed a form and released it. but i dont want to display the form in the MORE TABS section. Because i am calling the form from a POPUP Menu.
Can someone give me suggestions to overcome this?
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I have a little development to do by which the pressing of a particular step in a sales process open a Note (what you get by pressing F9). I thought it simply a case of managing the sale process and telling it to open the Note form when clicked. I cant seem to find the plugin/form for the Note so my second choice is to enduce an F9 click when the step is pressed. Any ideas?
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I'm having trouble connecting to SLX via Perl because I can't figure out how to pass the connectionString information. Does anyone have a code example of a successful slx db connection using perl and the slxoledb.1 provider??
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I've created a new form within which users can view product details. In most cases there is an accompanying image for the product stored on our web site.
As such, I've created a button that when clicked opens a web browser and displays the image.
I would like to disable the button if the image does not exist, is there any way of checking the URL when the form opens, and disabling the button if the image is not there?
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