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Setting up Team Access in SalesLogix

Question: How can I set up the following structure for teams in SalesLogix? In Accounts we have set up 4 teams - North Team, South Team, East Team and West Team. We would like the head of each team to be able to view all of the lower level members of the team and also see member details for the other...

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Connection to SalesLogix DB Without Hard Coding Connection String

Question: I would like to open a connection to the SalesLogix database without hard coding the connection string. Currently I am using the below method, running code from a SmartPart that requires connecting to the database: SqlConnection myConnection = new SqlConnection("Data Source=WIN2KVANILLA...

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Binding a DataSource to a GridControl in SalesLogix

Question: How can I bind a DataSource to a GridControl in SalesLogix so that the data is displayed in the GridControl? Answer: Grid.DataSource = yourDataSource; Grid.DataBind();

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SmartParts Display Based on User Roles or User Teams in SalesLogix Web

Question: Within SalesLogix Web I have a custom role provider and I use user teams as user roles. How can I hide/show SmartParts that are being displayed as tabs - Tabcontrol - or in MoreTabs? Answer: Go to the portal, this is where you will add the SmartPart, and go to the bottom right property.

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SalesLogix 7.5 Outlook Integration Lock-up issue

Question: We are experiencing a lock-up with the SalesLogix v7.5 Outlook Integration and it is happening like this: From Outlook a user sends out an email to numerous people using the SendSLX button. The user then goes into SalesLogix and is prompted to select which duplicate Contact to attach the email...

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Filtering a Datagrid in SalesLogix v7.5 Web

Question: How can I filter a datagrid in SalesLogix v7.5 Web? An example would be within the Contact tab grid in Accounts only displaying 'Active' contacts. Answer: To do something like you stated in your example you will need to create a business rule for the Account entity that returns only...

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Editing Groups in SalesLogix Web v7.5.1

Question: At my company there are 100's of Opportunity groups within SalesLogix Web v7.5.1 that require editing, and my life would be much easier if I could edit all of the groups as one user. Is this possible? Answer: The only was this is possible is if you become an owner of all the groups. Once...

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Creating a Custom Exception Message in SalesLogix

Question: Within SalesLogix I have created a custom business rule that needs to be executed before saving a record. If that custom rule fails I would like to display a custom message to the user explaining why it has failed to save. So far, I have added a C# code snippet to the BeforeInsert or BeforeUpdate...

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Disappearing Tabs in SalesLogix v7.5.1

Question: We're using SalesLogix v7.5.1 and for some reason users keep losing tabs on the Account and Contact mainviews. At first it seemed as though only custom smartparts were affected, but we've started to notices that the More Tabs tab is being affected as well. When the user loses a tab...

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Default Values From a Standalone Table in SalesLogix

Question: I have a one row, standalone table that holds default values, and there is a custom entity that I would like to populate with these values when I click a button. My goal is to create a business rule that will return default values from a standalone table, and then will populate values at the...

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