Search Customer FX

Browse By Tag What's this?

Displaying Assets on the SalesLogix 7.5.x Web Client

We found an installation with both the SalesLogix LAN client and the web client that displayed the account assets tab differently. In the LAN client all assets displayed and on the Web Client only assets with a contact displayed. If there is a primary contact assigned to the account then the asset...

Posted to SalesLogix Support (Weblog) by on
Adding the Server and Database name in the footer of the SalesLogix Web Client

Chances are, if you're a SalesLogix Business Partner or a SalesLogix developer or administrator, you tend to work with more than one SalesLogix client. Either different customer systems or different systems for testing, development, production, etc. I often have several different systems for several...

Posted to Ryan Farley's Blog (Weblog) by on
Adding the More Button to the SalesLogix Quick Find Form

Have you ever wanted to use the Quick Find option in SalesLogix Client but wanted to look at a different field then the Account.Company, Contact.LastName, or TicketID? The quick way to accomplish this is by adding the More button to the Main View. The More button is a property of the Main View and can...

Posted to SalesLogix Support (Weblog) by on
Troubleshooting the Send SLX Option in Outlook for SalesLogix

When using the Send SLX button in Outlook to add an email history to a SalesLogix Contact you will see a simple interface asking if you want to attach the email to a particular contact and possibly save the attachments to the record. What happens if you are using the Send SLX button and you do not have...

Posted to SalesLogix Support (Weblog) by on
Retiring Users Who Own SalesLogix Records

It comes up quite frequently that there are records owned by a user so you cannot retire that user. If you have reassigned all activity records and realigned all account and contact records with the territory realignment tool then there may be private records owned by this user, delete or change those...

Posted to SalesLogix Support (Weblog) by on
SalesLogix 7.5.x Application Architect Deployment Path

I've learned this from past experience. When developing for the web, if you are using the Application Architect on a workstation instead of on the IIS Web server you will need to use Universal Naming Convention in the deployment path so you do not deploy to your local drive. The next step to ensure...

Posted to SalesLogix Support (Weblog) by on
Importing Leads into SalesLogix 7.5.x Web

Our friends on SalesLogix Developer originally posted this error and solution but I thought it was important enough to pass it on. After upgrading a 6.2 db to 7.5 web and following the instructions for the upgrade the option to import leads returned an error "Import configuration not found for entity...

Posted to SalesLogix Support (Weblog) by on
Adding a Default Sort to the Add Opportunity Products List in SalesLogix Web

Usually by the third time I see a question asked, I realize it needs to be a blog post. I've been asked by a couple of customers how to add a default sort to the products list on the Add Opportunity Products form in the SalesLogix Web client. The question of how to add a default sort to the list...

Posted to Ryan Farley's Blog (Weblog) by on
Filtering a DataGrid in SalesLogix Web at Runtime

Binding a DataGrid at runtime is something that many SalesLogix developers are used to doing while working in the LAN client. This task is every bit as easy in the web platform as well. Let's take a look at how to put this together. Scenario For this example, we will put together a tab on the account...

Posted to Ryan Farley's Blog (Weblog) by on
Custom Format Columns in SalesLogix Web (and Linking to External Sites in a DataGrid)

There might be times when you need to do some custom formatting in SalesLogix DataGrids that goes way beyond just simple formatting. A perfect example of this is taking a simple value, such as an indentifier from another external system where you want the value in the DataGrid to be a part of a hyperlink...

Posted to Ryan Farley's Blog (Weblog) by on

Page 1 of 2 (19 items) 1 2 Next >

Search Customer FX

Upcoming Workshop Dates