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Picklist Column types - Dispaying ticket status in the SalesLogix LAN datagrid

I recently had to build a datagrid displaying ticket information, including the current Status value. Under tickets, the Statuscode field contains the itemid from the picklist table rather than the actual text value as is stored for the Account, Contact or Opportunity areas. If you've only dealt...

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SalesLogix basics - Easy Data access in SalesLogix LAN

In this basics article, I wanted to outline the use of include scripts within the SalesLogix LAN client. Specifically, I'm going to look at the standard SLX Database Support script. Adding an Include script to either a VB Script or a Form is easy. On toolbar at the top of the script (or script page...

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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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SQL Function for parsing name values

In a recent project, I had to create a SQL Server Integration Services package to basically copy contact information (which was being stored in the Account.Account field) from the Account table into the Contact table. Since the Contact name was being stored in it's entirety within the account field...

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Setting Billing/Shipping addresses on Insert Salesorder in the SalesLogix Web Client

In a recent SLX Web project, it was requested that I add a contact lookup to the insert SalesOrder view, and when that was set, use the contact's address for the Shipping and Billing address in the SalesOrder. I was able to add a new Contact property to the SalesOrder and add the lookup to the insert...

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Hiding controls and control labels via code in the SalesLogix Web Client.

This is a minor item, but one I always seem to forget, so I thought I'd throw it up here quick as a reference... On occasion in the web, I want to hide a particular control instead of removing it. If I set this via code snippet in the onload event of the form, it's a simple matter of just including...

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Recombining Parsed data in SQL

A couple of weeks ago, I posted about using User Defined functions and Cross Apply to parse data in SQL server . The second part of the import I was working on required me to take that parsed data, perform some manipulations, and then recombine that data. Surprisingly, I found that putting that data...

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Updating table IDs in SageCRM using SQL

I just finished work on an import project into SageCRM, using SQL Server Integration services to move data from a couple of Excel Spreadsheets into the database. One of the items I had to figure out was how to populate tableIDs for the imported records. The primary keys in SageCRM don't have a uniqueness...

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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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