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  • Basics - Setting filters in the OpenDialog common dialog

    I wanted to run through quickly how to set filters when using the OpenDialog in the SalesLogix LAN client. When using OpenDialog, it's nice to be able to define filters so that your users only see the type of file that you want them to open. This is really easy to set up. The Filter properties of...
    Posted to Jason Buss' Blog (Weblog) by on
  • Building a query-based lookup in SalesLogix Lan / Using SLX_Common to build query strings

    I've previously posed about a number of useful functions available to you within the SLX_Common script in the LAN version of SalesLogix. I'd like to go a little further in-depth about a couple of functions which are helpful for creating new SQL Query strings. In a recent project, I needed to...
    Posted to Jason Buss' Blog (Weblog) by on
  • SageCRM - Building Workslips Part 1

    Over the next few weeks, I'll be posting a walk-through which will outline building a Workslips module for SageCRM. In this part, I'll cover creating a new table, and defining fields in that table. We're going to start with creating new table structure to hold basic Workslip information....
    Posted to Jason Buss' Blog (Weblog) by on
  • FieldTypes in Sage CRM

    I wanted to take this post to outline some of the common field types that are available within Sage CRM, for anyone new to development within Sage CRM. These are defined under the Fields tab under Administration/Customization/{EntityName}. *Note - not only to field names need to be unique, field Captions...
    Posted to Jason Buss' Blog (Weblog) by on
  • SageCRM Tip - Editing screen definitions - Screen contents missing from screens

    On the last SageCRM project I worked on, I ran across a little issue with the CRM interface which was causing me a bit of a headache. I was working with a couple of screens I had defined for a custom entity. These screens were similar, so I was doing a lot of comparing one screen to another. Every once...
    Posted to Jason Buss' Blog (Weblog) by on
  • Displaying external data in SageCRM with ASP

    In my last blog post, I outlined how to display data from external database in SageCRM 200. This week, I'm going to do the same thing, but instead of connecting to an external datasource through SageCRM, I'm going to display the data using a custom ASP page. If you recall from my last post, we...
    Posted to Jason Buss' Blog (Weblog) by on
  • Using Picklist data revisited

    Back in January, I posted about the SalesLogix picklist data structure, and outlined how to use the data found in the picklist table to populate other controls such as comboboxes and listboxes. You can find that article here .) If you are performing customizations to version 7.2 or later of SalesLogx...
    Posted to Jason Buss' Blog (Weblog) by on
  • Using SQL views to incorporate external data into SalesLogix customizations

    Did you know that you can include SQL views in SalesLogix? This can be a very handy method to include data that is not normally part of SalesLogix. It is important to note, that these changes are not sync-aware. However if you are running SalesLogix LAN in a network only environment, this can be a helpful...
    Posted to Jason Buss' Blog (Weblog) by on
  • Populating AutoComplete Strings

    I recently had a project which required me to populate the strings collection in an AutoComplete control from data contained in the database. I wanted to take a second to outline how I populate the control's strings, as well as create a reusable script to simplify the process in the future. The FillAutoCompleteString...
    Posted to Jason Buss' Blog (Weblog) by on
  • Using the Forms collection in the SalesLogix LAN client

    From time to time, you may find that you want to reference a control or script on a form other than the one you are currently on. This can be done easily using the Forms collection in SalesLogix. The first thing we need to do is to loop through all open forms, checking for the desired form. For this...
    Posted to Jason Buss' Blog (Weblog) by on
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