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Modifying the 'Copy to E-mail' link in the SalesLogix Web client Opportunity snapshot

If you've ever wanted to modify the email generated from the Opportunity Snapshot in the web client, you'll find that it is incredibly simple to add new fields to the body of the email. To do so, you will need to modify the OpportunitySnapShot.ascx.cs smart part, found under Portal Manager->Sage...

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Using the Reporting API enhancement in SLX 7.5.2 web

Sage has added an API enhancement to facilitate running Crystal reports in the SalesLogix web client. To get the functionality in 7.5.1, it was necessary to install a reporting update bundle, but the functionality has incorporated into 7.5.2 with no additional installation needed. The enhancement adds...

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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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Adding/Modifying system menu items in Sage CRM

By using the Systems Menu functionality, you have the ability to customize the Administration and Main menus in Sage CRM. As an example, I'm going to add a custom menu item to the main Sage CRM menu to launch the view to create a new Person record in Sage CRM. System menus are managed under Administration...

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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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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...

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Displaying external data in SageCRM 200

In this post, I will outline a relatively simply process for displaying data in SageCRM from an external data source. To keep this simple, we're not going to worry about any sort of security, and we'll save more advanced formatting for another post. First of all, we need to create a reference...

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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...

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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...

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