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Basics - Ticket Activity Support - SalesLogix LAN

In this post I'll outline some of the functionality available to you in the Standard Ticket Activity support script for SalesLogix LAN. As with the other built in SalesLogix scripts, access to this functionality allows you the ability to control the various processes regarding ticket activities....

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Web Basics - Using the UserService in a Code Snippet Action Item.

It's easy to access the UserService interface from a Code Snippet Action item in the SalesLogix web client. For this example, I'm just going to add a button on account detail which will launch a DialogService message with the current user. After adding the button to the AccountDetails form, I...

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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...

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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...

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Useful Functions from the SLX_Common script (SalesLogix LAN)

The SLX_Common script included in SalesLogix contains a number of simple, yet useful, functions that you can use within your own functionality to save yourself some time by not having to reinvent the wheel each time you need some simple functionality. GetItemIndex( Control, Value ) This function returns...

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SalesLogix basics - Easy Data access in SalesLogix LAN

In this basics article, I wanted to outline the use of include scripts within the SalesLogix LAN client. Specifically, I'm going to look at the standard SLX Database Support script. Adding an Include script to either a VB Script or a Form is easy. On toolbar at the top of the script (or script page...

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Hiding controls and control labels via code in the SalesLogix Web Client.

This is a minor item, but one I always seem to forget, so I thought I'd throw it up here quick as a reference... On occasion in the web, I want to hide a particular control instead of removing it. If I set this via code snippet in the onload event of the form, it's a simple matter of just including...

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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....

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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...

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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...

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