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Using SQL User defined functions and Cross Apply to parse SQL data

Recently, I worked on an import where I spent a considerable amount of time working out how to effectively parse data from a SQL table, for insertion into another table. The table I was evaluating basically looked like this: ID, Value ------------------------------ "1", "ABC, DEF, HIJ"...

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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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Using SQL triggers to enforce data rules in SalesLogix.

In a recent project, I used triggers to enforce some data rules in the Ticket area of SalesLogix. We did this because our client was using both the LAN as well as the Web clients. We were having some difficulty seeing changes in the LAN client when values were set in the Web, and vice-versa. If you're...

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Message box dialogs in the SalesLogix web client

In the web client, there's not an easy way to present the user with a multiple choice dialog. One quick and dirty way to do this is to create a new form to function as a dialog. First, I created a basic ticket form. This will be used in the ticket area, so I created a new form under this entity....

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Type/Subtype issue in SLX Web 7.5.1

Before I get back to Sage CRM topics, I wanted to mention an issue I bumped into an issue in a couple of SLX 7.5.1 databases. Account Type/Subtype combination are generally pretty easy to set up. You just need to create a picklist and name it using the "Code" value for an item in the Account...

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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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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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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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