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Copying a Portal in SalesLogix v7.5.1 Application Architect

Question: I would like to copy a portal in SalesLogix v7.5.1 Application Architect so that I am able to connect to a different set of files in the VFS and then deploy it as a second SalesLogix Web client. I would like to do this for coding and testing purposes. Is this possible? Answer: To do what you...

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Default Value in Picklist Manager for SalesLogix Web

Question: I would like to create a standard set of minimum fields required within SalesLogix Web. If I use SalesLogix Admin, check the required field option, and set a default value in the picklist manager will this accomplish what I am trying to do? Answer: Your scenario will not accomplish what you...

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Editing Picklists in SalesLogix Web

Question: What steps do I need to take to edit picklists in SalesLogix Web? Answer: You can edit picklists in SalesLogix Web either with the Admin application by adding the requested items and saving or in the SalesLogix Architect. You may need to perform an IISRESET on your Web server to see the edited...

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Exchange Link Working With SalesLogix v7.5 Web

Question: Does Exchange Link work with SalesLogix v7.5 Web and if so, what can and can't be done with the product? My customer has Exchange Link and is unable to see Outlook contacts in the 'New Activity - Add Members' dialog, and I'm beginning to think that it isn't possible. Answer...

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Location of Activities Detail Form in SalesLogix Application Architect

Question: I would like to edit the activities detail form in the SalesLogix Application Architect but I don't know where it is located. Can you point me in the right direction? Answer: The activities detail form is not a quickform, but a custom smartpart. You can find it in the Application Architect...

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Setting a String Expression as a Value for an Extended Entity in SalesLogix

Question: I would like to set a String Expression for an entity to be a value for an extended entity in SalesLogix. Is it possible for me to do this? Answer: This way may be a bit of work, but you can try it as a workaround: On the Main Entity, add a New Code Property. On the Code Property, make it return...

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Writing Data to the SalesLogix Web Database

Question: We are developing a tool to allow users to scan data from business cards, and we would like to allow the user to save the data in SalesLogix only if he/she has access to the SalesLogix Web client. How do we write the data to the database? Answer: To so this you have a few options. You can use...

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Random and Repeated Logouts/Signouts in SalesLogix v7.5.1 Web

Question: Our users are randomly and repeatedly being logged out/signed out of SalesLogix Web v7.5.1. What are some steps I can take to troubleshoot this issue? Answer: There are many different factors that can cause users to be kicked out of the SalesLogix Web client. Some areas to look at: - Check...

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Currency Control Format in SalesLogix

Question: Currently there are two digits after the decimal point in SalesLogix and I would like to format the currency control so that there is only one digit after the decimal point. How can I do this? Answer: Set FormatType to Currency and use %.1m as the FormatString.

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Random Slowness in SalesLogix v7.5.1 Web and Windows Event Viewer Error Logs

Question: Our users are on SalesLogix v7.5.1 Web and have been experiencing random slowness. The Windows Event Viewer on the IIS server shows the following errors: Log 1--> ERROR Sage.SalesLogix.Web.SLXMembershipProvider - cannot open connection Log 2--> ERROR NHibernate.Util.ADOExceptionReporter...

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