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  • Utilizing Spell-Check functionality in SalesLogix 7.5 LAN

    If you've ever wanted to implement some sort of Spell Check functionality within your SalesLogix database, you're in luck! The Standard Spell Check vbScript makes it simple to add this functionality to your custom forms. *Note: Microsoft Word must be installed on the local machine. For this example...
    Posted to Jason Buss' Blog (Weblog) by on

  • Extracting Reports from the SalesLogix Plugin Table from External Applications

    There are many reasons why extracting a SalesLogix Report from the SalesLogix database might be useful. There are possibilities of integration, automated running of reports, as well as the need to generate a PDF from some code on a server using a SalesLogix Crystal report. SalesLogix stores reports in...
    Posted to Ryan Farley's Blog (Weblog) by on

  • Setting conditions for Crystal Reports in SalesLogix LAN

    I wanted to quickly outline a process for passing a condition to a Crystal report in two simple steps. Say you've created an account report that you want to launch via a button on the account detail, limited to the current account record. Step 1, Setting up the button: The button is going to do two...
    Posted to Jason Buss' Blog (Weblog) by on

  • User feedback using the Animate Control

    In my last blog post, I described how to use the Progress Bar control to provide feedback to a user when running time intensive processes. In addition to the Progress Bar control, the Animate control can also be used. Animate Control The Animate control is very simple to use. A number of animations are...
    Posted to Jason Buss' Blog (Weblog) by on

  • Providing interface feedback - Progress Bars

    When performing lengthy updates in the SalesLogix client, it's a good idea to provide the user with some degree of feedback so that it doesn't appear as though SalesLogix has locked up. The Progress Bar control, can be used for this purpose: Progress Bar The main properties in this control you...
    Posted to Jason Buss' Blog (Weblog) by on

  • Adding items to the Opportunity Snapshot (LAN)

    The opportunity snapshot on the Opportunity Detail view is a handy place to display summary information, but customizing it can be a bit confusing. The Snapshot is simply a browser control, displaying HTML which is being generated by a method on the Opportunity detail screen. You can see the HTML code...
    Posted to Jason Buss' Blog (Weblog) by on

  • Building new Main Views in SalesLogix LAN - Part 2

    In my last Main Views article, I created the detail view as well as the mainview. For this next part, I'll go through creating an insert view, as well as toolbar and menu items for the new SLXProject entity. Creating the Insert View: The insert view for this new area will be created as a manage view...
    Posted to Jason Buss' Blog (Weblog) by on

  • Using Team Membership for Dynamic view display

    On occasion, I've had requirements to display different 'versions' of a form for one group of users over another. While field level security can be used to limit read\write access to fields by using security profiles, another option is to use team membership to determine how to configure...
    Posted to Jason Buss' Blog (Weblog) by on

  • Building new Main Views in SalesLogix LAN - Part 1

    For my next few blog posts, I'll go through the steps required to create a new main area in SalesLogix. We'll be creating a new area in SalesLogix that I'll call SLXProjects. When we're finished, we'll have a fully functional project management system. I'll be going through this...
    Posted to Jason Buss' Blog (Weblog) by on

  • Form types in the SalesLogix LAN Client

    I wanted to take this blog post to briefly outline the different types of Forms available to you in the SalesLogix LAN client, mostly for anyone who is new to creating views and customizing SalesLogix. Essentially, there are three types of Forms: MainView forms, Data Forms and Manage Forms. (I suppose...
    Posted to Jason Buss' Blog (Weblog) by on
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SalesLogix v8: Exploring Search Options and Filters

 
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