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August 2012 - Posts
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This is a question/answer I found that warrants repeating.
In the SalesLogix LAN version under a opportunity grouping I have defined a condition so only records were the EstimatedCloseDate is less than :now is defined.
This same group does not work within SalesLogix web. I get an error - the date entered is not a valid date. Year is not 2 or 4 digits.
Read more
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I have a requirement to "electronically" approve documents in SalesLogix and then once approved they become read-only. What would be the best way to accomplish this? Read more
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I'm attempting to add a simple "time card" function within the calendars where an employee enters the date, times, and hours worked. They can also pick an absense reason and enter some text. My question is, is it possible to have it placed on the SalesLogix calendar?
Read more
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I have developed a new tab to be shown in the ticket entity tab.
I tried going to the Tools -Client option ->mainview tabs and clicking the ticket details does not show the 2 tab form to make it visible.
The new tab is saved under my new entity, I tried to change it to the personal family.
How do I make this new tab show up in MORE TABS in the Ticket Entity?? Read more
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We are running SLX 6.2.6, and I have noticed that users can have multiple instances of the same form open simultaneously. For instance, users can have multiple instances of the Account main form open at the same time. Is SLX meant to work this way? I am questioning this because I would think SLX would check for an existing instance of a form prior to opening a new one. With how it is working now, there is unnecessary amounts of memory consumed by SLX. For example, we are running terminal services on a Windows 2003 host, and at times one instance of SLX will consume up to 1GB of physical memory. Any thoughts/tips would be appreciated.
Our system has been very customized in the past, I am wonder if this is out of the box functionality?? Read more
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Can I install Saleslogix updates for 7.5.4 in a one click install? Read more
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I have created a custom opportunity tab. This tab contains a text box for Name and a text box for Email Address.
I have a button that when its clicked uses Application.BasicFunctions.QueMessage to create an email. The recipient is populated with the email address from the Tab text box for the To:.
This emal address will be independant and not linked to any account, contact or opportunity on the system.
The problem i am having is when the user clicks my button and uses Send SLX to send the email, saleslogix tries to record the email against the Notes/History of a contact with that email address, which does not exist.
Is there a way to tell SLX that, if my button is clicked to invoke the email, record the notes/history against the related opportunity? Read more
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I have created a table (1:1 opp).
I use a form to show the details as well as a few calculated fields.
The problem is the calculated fields will only work if the fields they are based on contain values. If they are empty, the calculated fields won't work.
Is there any way of inserting default values?
Apparently, the only way is by hard coding the form itself.
What would the logic (and code) be to create those "0" default values?
Read more
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I am trying to run a query that will sum some revenue data and then just have the sum populate a textbox. I keep getting an error of Type Mismatch in Saleslogix. I am currently running 7.5.1. Here is the code that I am using:
strSQL = "Select SUM(Revenues) TotalRevenue from sysdba.ACCOUNT_REVENUE where ACCOUNTID = '"& strVal &"' AND FISCALYEAR = '"& strYear &"'"
objRS.Open strSQL, objSLXDB.Connection
if objrs.eof = false then
If objRS.Fields.Item("TotalRevenue").Value > 0 then ------- This is where the system is giving me the error message.
txtTotalRevenue.Text = objRS.fields.item("TotalRevenue").Value
else
txtTotalRevenue.Text = "0.00"
end if
end if
Read more
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I added a button to my Tickets so if the user wants to add more timestamps to the "Description" box in tickets they can do so by clicking a button. The following code does exactly that:
memDescription.Lines.Add(Application.BasicFunctions.GetTimeStampString)
But currently it only adds the timestamp string but doesn't place the cursor in the next line.
Read more
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I have a requirement to "electronically" approve documents in SLX and then once approved they become read-only. Just wondering what would be the best way to accomplish this. Do I convert to a PDF and save to an attachment folder and password protect these when saving? Or can I stream the document into a blob field which I don't allow updating. Or are there other options you can suggest? Read more
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We are currently working on SLX v 6.2.5, when we stored data in a table, it appears SalesLogix oledb provider stored it in GMT format. Is there any way to store data in local time format? Read more
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A sales process of ours in 7.2 LAN became obselete. We were not sure if changing the stages & steps etc on this sales process would affect the opportunities it is currently attached to (which we dont want to happen) so we created a version 2 of the same process and told users NOT to use the old version from that point forward.
But of course they are still using the old one when creating new opportunities!! So if we were to un-release or delete the old sales process would it affect opportunities it is already attached to?? And also the same question if we had amended the orignal rather than creating a new one (should this situation come up again in the future). Read more
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I'm trying to set owner name to a team name that happens to have the same name as that team owner's username. Unfortunately, I seem to be unable to determine where the team names and their IDs are stored. Can anyone tell me which Saleslogix table the teams are located?? Read more
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I am using SalesLogix version 6.2.6
When I select DataGrid -> SQL -> Query Builder -> Layout tab-> change visible fields to Hidden -> click OK And when I come back the property is not saved. It shows Visible again-?
How do I make column invisible??
Read more
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I have created a one to one payment table, off of the SalesLogix Opportunity table, to store payments details.
I use a form to show the payment details as well as a few calculated fields (total payments, exact sales , etc...).
The problem is the calculated fields will only work if the fields they are based on contain values. If they are empty, the calculated fields won't work.
Is there any way of inserting default values?
Read more
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I am using SLX 7.0.1 which is installed on 2003 win server and the database is also on the same server.Till last friday i was able to connect to the client and all other server and adminstrator.
But today morning when i try to login i am getting the following message
Database login failed:Failed to connect to SLXSERVER.Check if the server is running and is compatible with the current provider version. Read more
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I have developed a Time expense entity and it has a details and the 2 tabs.I want the 2 tabs to be show in the ticket entity tab.
I tried going to the Tools -Client option ->mainview tabs and clicking the ticket details does not show the 2 tab form to make it visible. Read more
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I am trying to run a query that will sum some revenue data and then just have the sum populate a textbox. I keep getting an error of Type Mismatch in Saleslogix. I am currently running 7.5.1. Can anyone tell me what I am doing wrong?
Here is the code that I am using:
strSQL = "Select SUM(Revenues) TotalRevenue from sysdba.ACCOUNT_REVENUE where ACCOUNTID = '"& strVal &"' AND FISCALYEAR = '"& strYear &"'"
objRS.Open strSQL, objSLXDB.Connection
if objrs.eof = false then
If objRS.Fields.Item("TotalRevenue").Value > 0 then ------- This is where the system is giving me the error message.
txtTotalRevenue.Text = objRS.fields.item("TotalRevenue").Value
else
txtTotalRevenue.Text = "0.00"
end if Read more
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I am using TDataGrid.
I have assigned EditView Property as System:frmSelection
I have also Set Edit Options as Add, Edit and Delete.
The client wants functionality as follows
1. On Add if certain conditions like number of records matches then frmSelection will appear and after Selection over frmDetails will appear.
2. On edit directly frmDetails will appear.
3. On Delete without showing any form record will be deleted after confirmation from user as usual. Read more
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I've got a SalesLogix Main View called "Exchanges". I'm attempting to drop emails on that main view, but not having success. I have managed to drop emails to the attachments tab, but not to history tab or just anywere on the Main View, similar to Account/ Contact/Opportunity views.
Read more
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How can I control changes in SalesLogix , when two users are making changes at the same time??? Read more
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