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June 2012 - Posts
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V7.5
Can any one suggest me how to create new navbar ie Projects like Contact,Address,Accounts,Calender,Leads etc...? Read more
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Is there a way of getting reference to the record selected in a list view of a SalesLogix group? For example if I create a contact group of all contacts with a response to a campaign (joining the targetresponse table) and select one record, will I be able to get the targetresponseid so that I can highlight that particular targetresponse record in a tab. In other words is there a way of storing globally the .GetCurrentField("A3_TARGETRESPONSEID") of a contact group? Read more
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We are in a situation where we have many SalesLogix templates which are obsolete and we want to get rid of them. When I right click on the template plugin in the plugin manager- the delete option is disabled. Do I have any option to enable the delete option? If yes- then from where can I turn it on?
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We use SLX 7.2.2 to manage incoming calls for our hotline and notify users with a ticket to call back the customers
Actually we want to handle the users' absence due to holiday, illness etc., at this period no tickets should be assigned to that users
i know about the option "available for calls" in the user profile, if this option is checked, everthing worked fine an no ticket can be assigned
However, I would like to assign this to managers, not the Admin.
maybe a connection to Exchange-Server where users adjust their "out-of-office"-notifications ?
or something else that is available for each user to gibe the information about absence to the VB-Code in SalesLogix?
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I have an odd problem that's started happening to new users I create in SLX.
We have a set of SLX addons (Eventix) for which one view has stopped working. I'm not familiar with the error so am not sure where to start.
The error is:
Form had an error...
Could not find the data for the Eventix:EVXE_CourseMain plugin,
0x1 @0: Form Eventix:EVXE_CourseMain
OK
The form is accessed from a menu item in Tools > Manage...
The form is released to Everyone, and the other related forms work for everyone.
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I am trying to edit a pre-existing group created in SalesLogix client. When I view the SQL query, I see that there are conditions applied to this group. However, I do not see the 'Conditions' tab in Query Builder. How was the previous user able to set the conditions?
Also, can groups be not edited through SLX Architect? Read more
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We are currently running Saleslogix v 6.2.6.1007. Our Saleslogix server and databases are running on one server with users connecting via Citrix from another server. These two servers are located on different domains and when a user tries to attach a file to a contact they receive an error message indicating that they are 'unable to save file to specified directory'. I've modified the sharing and security settings for the SLXDocuments to allow Everyone access to this folder. However, this still doesn't work and they are still unable to attach a file to a contact.
Is there any way to manipulate the attachment code or the user's login information to think that it's connected to the server where the SLXDocuments share is? Read more
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Is there a way to capture all of the accountid's related to SalesLogix accounts in a tree view in order to use all of them in one sql statement? Read more
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Due to some changes in our appilcation- I want to change a table relationship type from 'One to One' to 'One to Many'. Right now the option is disabled. Is there a way to enable it from SLX Database Manager? Read more
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Firstly, sorry if this post is in the wrong forum wasn’t too sure where to put it. Anyways, we have always used Sage 200 for invoicing our customers. Now that we have switched over to SalesLogix we need to come up with a way of sending opportunity data from SLX into Sage 200 so that we can send out invoices. Is there anyway of easily integrating the two systems? I am quite familiar with SalesLogix but have hardly used Sage 200 as it is only really used by our accounts department. If the two systems cannot be integrated does anyone know if there is an easy way of importing data into 200 ready for invoicing. If so I can just do regular exports from SLX and manual import them into 200? An automated process would be very useful though Read more
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Question:
Is there a way to do a mail merge based on lookup results. For example, let's say I do a look up by CITY, is there a way to then do a mail merge based on those results?
I've tried but it doesn't pick up my lookup results as a group, do I have to create a group to do this? Read more
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I have a need to restrict some modifications based on whether they are logged in as a remote user, or if they are logged into the main server.
How do I check this? Read more
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How do you export SalesLogix data from a datagrid into a MS Excel workbook with microsoft vbscript functions (or saleslogix functions)?
Read more
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I noticed that if I modify a sql view in SalesLogix, (adding a column for example), you have to recreate the whole thing in SalesLogix (drop the table in db manager, re-add it, enable it, recreate the join to my account table). Is this expected, or is there a way to "refresh"? Read more
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We have an extensive set of external data which we regularly link with SLX from our reporting system. This data contains information such as customer purchase history, customer product data, estimates, etc, which all comes from our financial back end.
This external data is hosted on SQL and includes an AccountID column, so joining to SalesLogix data from our reporting system is a breeze.
Having said that, my team needs to be able to build groups, run queries, etc, from WITHIN the SalesLogix UI. (an example query is below)
What is the best way to make this data accessible to these users? Read more
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How do you change the row color in the history grid for each row equal to a value in the SalesLogix history.description field? We have tried the examples posted in the forum, but they don't work. No errors, just nothing happens. We are using SLX 7.2.
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Do you think there is a performance penalty in SalesLogix for adding columns at runtime vs. having the SQL in the datagrid define the columns at design time? Read more
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I have created a customization so we can record changes to the adjusted price and quantity of a product in the Opportunity:Products datagrid.
I have locked the datagrid down so to make changes the user must right click and choose edit. This then opens a form i have made where they can edit the product's adjusted price and quantity.
Once the user has made their chnages they click the ok button which saves the changes and creates the history record.
The problem i have is that once the user cicks ok and my SalesLogix form closes the changes do not reflect in the datgrid until either a ctrl+F5 is done or the user navigates to a different record and then returns to the one they edited (a normal F5 does not work).
Does anyone now how i can get the datagrid to autmatically show the updated values when my edit form closes?
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We have a number of backoffice processes that, in order to make them more effective, should record history in slx when the process occurs. For example, sending automated surveys to our clients, or performing software activations.
We would like to record these actions in SLX history, but these processes occur where no SLX is running, and often, where no direct human interaction is taking place.
What is the best way to create history records? Essentially we want do do the identical thing that "Add Note" does in the Notes/History tab, and we would populate the fields automatically, setting the account, contact, regarding, note text, etc, automatically.
My preference would be to use existing SLX stored procedures, (as opposed to using SLX objects). Any guidance would be appreciated. Read more
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We went from Version 6.2 to 7.2 about a year and one feature that every misses is being able to pull up a crystal report from a button on a form. In 6.2 it was easy to create an object which was linked to a particular crystal report.
Is there a simple way to recreate this function in 7.2 SP2 ?
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