SalesLogix Questions & Answers : SalesLogix Developer, SalesLogix Support, SalesLogix

Setting up Team Access in SalesLogix

SalesLogix Support — Fri, 11 Mar 2011 06:21:00 GMT

Question: How can I set up the following structure for teams in SalesLogix?...(read more)

Connection to SalesLogix DB Without Hard Coding Connection String

SalesLogix Support — Thu, 10 Mar 2011 06:19:00 GMT

Question: I would like to open a connection to the SalesLogix database without hard coding the connection string. Currently I am using the below method, running code from a SmartPart that requires connecting to the database...(read more)

Binding a DataSource to a GridControl in SalesLogix

SalesLogix Support — Wed, 09 Mar 2011 06:17:00 GMT

Question: How can I bind a DataSource to a GridControl in SalesLogix so that the data is displayed in the GridControl?...(read more)

SmartParts Display Based on User Roles or User Teams in SalesLogix Web

SalesLogix Support — Tue, 08 Mar 2011 06:16:00 GMT

Question: Within SalesLogix Web I have a custom role provider and I use user teams as user roles. How can I hide/show SmartParts that are being displayed as tabs - Tabcontrol - or in MoreTabs?...(read more)

SalesLogix 7.5 Outlook Integration Lock-up issue

SalesLogix Support — Mon, 07 Mar 2011 06:14:00 GMT

Question: We are experiencing a lock-up with the SalesLogix v7.5 Outlook Integration and it is happening like this: From Outlook a user sends out an email to numerous people using the SendSLX button....(read more)

Filtering a Datagrid in SalesLogix v7.5 Web

SalesLogix Support — Fri, 04 Mar 2011 06:06:00 GMT

Question: How can I filter a datagrid in SalesLogix v7.5 Web? An example would be within the Contact tab grid in Accounts only displaying 'Active' contacts....(read more)

Editing Groups in SalesLogix Web v7.5.1

SalesLogix Support — Thu, 03 Mar 2011 06:04:00 GMT

Question: At my company there are 100's of Opportunity groups within SalesLogix Web v7.5.1 that require editing, and my life would be much easier if I could edit all of the groups as one user. ...(read more)

Creating a Custom Exception Message in SalesLogix

SalesLogix Support — Wed, 02 Mar 2011 06:02:00 GMT

Question: Within SalesLogix I have created a custom business rule that needs to be executed before saving a record. If that custom rule fails I would like to display a custom message to the user explaining why it has failed to save....(read more)

Disappearing Tabs in SalesLogix v7.5.1

SalesLogix Support — Tue, 01 Mar 2011 06:01:00 GMT

Question: We're using SalesLogix v7.5.1 and for some reason users keep losing tabs on the Account and Contact mainviews. At first it seemed as though only custom smartparts were affected,...(read more)

Default Values From a Standalone Table in SalesLogix

SalesLogix Support — Mon, 28 Feb 2011 06:59:00 GMT

Question: I have a one row, standalone table that holds default values, and there is a custom entity that I would like to populate with these values when I click a button....(read more)

Copying a Portal in SalesLogix v7.5.1 Application Architect

SalesLogix Support — Fri, 25 Feb 2011 06:48:00 GMT

Question: I would like to copy a portal in SalesLogix v7.5.1 Application Architect so that I am able to connect to a different set of files in the VFS and then deploy it as a second SalesLogix Web client....(read more)

Default Value in Picklist Manager for SalesLogix Web

SalesLogix Support — Thu, 24 Feb 2011 06:46:00 GMT

Question: I would like to create a standard set of minimum fields required within SalesLogix Web. If I use SalesLogix Admin, check the required field option, and set a default value in the picklist manager will this accomplish what I am trying to do?...(read more)

Editing Picklists in SalesLogix Web

SalesLogix Support — Wed, 23 Feb 2011 06:44:00 GMT

Question: What steps do I need to take to edit picklists in SalesLogix Web?...(read more)

Exchange Link Working With SalesLogix v7.5 Web

SalesLogix Support — Tue, 22 Feb 2011 06:41:00 GMT

Question: Does Exchange Link work with SalesLogix v7.5 Web and if so, what can and can't be done with the product?...(read more)

Location of Activities Detail Form in SalesLogix Application Architect

SalesLogix Support — Mon, 21 Feb 2011 06:17:00 GMT

Question: I would like to edit the activities detail form in the SalesLogix Application Architect but I don't know where it is located. Can you point me in the right direction?...(read more)

Setting a String Expression as a Value for an Extended Entity in SalesLogix

SalesLogix Support — Fri, 18 Feb 2011 06:15:00 GMT

Question: I would like to set a String Expression for an entity to be a value for an extended entity in SalesLogix. Is it possible for me to do this?...(read more)

Writing Data to the SalesLogix Web Database

SalesLogix Support — Thu, 17 Feb 2011 06:13:00 GMT

Question: We are developing a tool to allow users to scan data from business cards, and we would like to allow the user to save the data in SalesLogix only if he/she has access to the SalesLogix Web client....(read more)

Random and Repeated Logouts/Signouts in SalesLogix v7.5.1 Web

SalesLogix Support — Wed, 16 Feb 2011 06:09:00 GMT

Question: Our users are randomly and repeatedly being logged out/signed out of SalesLogix Web v7.5.1. What are some steps I can take to troubleshoot this issue?...(read more)

Currency Control Format in SalesLogix

SalesLogix Support — Tue, 15 Feb 2011 06:00:00 GMT

Question: Currently there are two digits after the decimal point in SalesLogix and I would like to format the currency control so that there is only one digit after the decimal point....(read more)

Random Slowness in SalesLogix v7.5.1 Web and Windows Event Viewer Error Logs

SalesLogix Support — Mon, 14 Feb 2011 06:49:00 GMT

Question: Our users are on SalesLogix v7.5.1 Web and have been experiencing random slowness. The Windows Event Viewer on the IIS server shows the following errors...(read more)

Adding a Contracts Entity Page to the SalesLogix Customer Portal

SalesLogix Support — Fri, 11 Feb 2011 06:47:00 GMT

Question: I'm trying to add a Contracts entity page to the SalesLogix Customer Portal that will allow customers to view the status of current and pending contracts for their account but I'm stuck....(read more)

Auto-Increment Alphanumeric Characters in SalesLogix

SalesLogix Support — Thu, 10 Feb 2011 06:45:00 GMT

Question: How can I auto-increment alphanumeric characters in SalesLogix?...(read more)

Custom Tables and Seccodeid in SalesLogix Web

SalesLogix Support — Wed, 09 Feb 2011 06:43:00 GMT

Question: We have 20+ custom tables in a highly customized SalesLogix platform. Seccodeid has been added to all of the tables because they need to abide by field level security....(read more)

Moving SalesLogix Database from SQL 2005 to SQL 2008

SalesLogix Support — Tue, 08 Feb 2011 06:41:00 GMT

Question: I have a customized SalesLogix database installed on SQL 2005 and I would like to move it to SQL 2008. What steps should I take?...(read more)

Removing the Sage Survey from Being Displayed to SalesLogix Users

SalesLogix Support — Mon, 07 Feb 2011 06:32:00 GMT

Question: Is there a way for me to disable the Sage Survey from being displayed to SalesLogix users?...(read more)