Login / Register  search  syndication  about
All Tags » How-To (RSS)

Search Customer FX

Browse By Tag  What's this?
  • Debugging Custom Assemblies Using Visual Studio

    Developing for Saleslogix web using external assemblies provides you with a lot of freedom when developing code for Saleslogix web. External assemblies can be helpful when organizing projects, reusing code and working with references to other assemblies. You also have the ability to step through your...
    Posted to Jason Buss' Blog (Weblog) by on
  • Installing a Saleslogix Web Bundle

    I realized that we didn't have any sort of simple write up of how to install a Saleslogix web bundle, so for my post this month, I thought I'd list the steps in a typical installation with screenshots. Most of these screenshots are from an 8.0 system, but the process should be the same in older...
    Posted to Jason Buss' Blog (Weblog) by on
  • Setting the Defaults on the Insert Account/Contact Duplicate Record View

    When creating a new Account/Contact record in Saleslogix Web, you have the ability to check for duplicate values. With some simple modifications to the code page behind that form, you can set default values for the Match Filters. All of these changes will be performed on the ContactSearchForDuplicates...
    Posted to Jason Buss' Blog (Weblog) by on
  • Adding string formatting to values using WebEntityBinding

    In a recent project, I needed to round numeric values displayed in the Opportunity Snapshot. This can be done easily using the WebEntityBinding method in the source code file for the Opportunity Snapshot smartpart. The WebEntityBinding method is contained in the Sage.Platform.WebPortal.Binding namespace...
    Posted to Jason Buss' Blog (Weblog) by on
  • Updating text within Textblob fields in SalesLogix

    I had a request to post on how you could replace characters within a Blob field in the SalesLogix database. Blob fields are database fields that hold any sort of binary information (such as text, images, audio, etc..), but SalesLogix uses them primarily for holding large amounts of text, since you don't...
    Posted to Jason Buss' Blog (Weblog) by on
  • Summary and GroupBy of data using IRepository and projections

    In the SalesLogix web client, you don't really have the same old options regarding Queries and Datasets. However, by using IRepository you can create similar functionality by using projections to define groups and other calculations. In this case, I needed to present a dialog displaying a breakdown...
    Posted to Jason Buss' Blog (Weblog) by on
  • Exporting Table data via the SalesLogix web client

    Recently, I had a request to create export functionality for a datagrid in the SalesLogix web client. I had a little difficulty exporting data from the actual grid, but as an alternative, we put together functionality to export data based on a provided SQL query. (Thanks to Ryan for working out the SmartPart...
    Posted to Jason Buss' Blog (Weblog) by on
  • Missing Properties/Toolbox window in SalesLogix LAN

    If you work on SalesLogix across a number of remote desktop connections and a number of different workstations as I do, you may occasionally run into an issue where the Properties or Toolbox windows cannot be made visible. This happens when you first start a Remote session from a machine with a greater...
    Posted to Jason Buss' Blog (Weblog) by on
  • Populating fields from a lookup result set in the SalesLogix web client

    Recently, I needed to create an account tab in the web client which would show a number of values from a stand-alone entity in SalesLogix. Using child relationships, SalesLogix web makes this easy to do. In this example, I'm creating a simple Product tab at the account level. This tab contains a...
    Posted to Jason Buss' Blog (Weblog) by on
  • Modifying the QuickFind Lookup in the SalesLogix LAN client

    The Quick Find functionality in the SalesLogix web client is a fast and easy way to look up information from many different areas in SalesLogix, but did you know you could modify the layout of the various lookups displayed in that interface? The functionality is a little hard to find if you don't...
    Posted to Jason Buss' Blog (Weblog) by on
Page 1 of 6 (60 items) 1 2 3 4 5 Next > ... Last ยป
All contents Copyright © 2014 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register