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Adding a Contracts Entity Page to the SalesLogix Customer Portal

Question: I'm trying to add a Contracts entity page to the SalesLogix Customer Portal that will allow customers to view the status of current and pending contracts for their account but I'm stuck. So far I have setup a new page, nav group, and item. I have configured the Listview group with datacode...

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Auto-Increment Alphanumeric Characters in SalesLogix

Question: How can I auto-increment alphanumeric characters in SalesLogix? Answer: To do this you have to go character by character - In SQL: SELECT CHAR(ASCII('A') + 1) -- This will return B In C#: char src = 'B'; // Notice you don't use a String, but a character (thus the single...

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Custom Tables and Seccodeid in SalesLogix Web

Question: We have 20+ custom tables in a highly customized SalesLogix platform. Seccodeid has been added to all of the tables because they need to abide by field level security. I've notice that in the Windows client that the Provider seems to take care of the initial setting of this value, but I...

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Moving SalesLogix Database from SQL 2005 to SQL 2008

Question: I have a customized SalesLogix database installed on SQL 2005 and I would like to move it to SQL 2008. What steps should I take? Answer: You can do a Backup and Restore of the database and you can also use the "Copy Database" wizard on the SQL Management Studio 2008 to move your database...

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Removing the Sage Survey from Being Displayed to SalesLogix Users

Question: Is there a way for me to disable the Sage Survey from being displayed to SalesLogix users? Answer: Yes, you will find the root of support files under your portal. From here, edit the Survey.xml and set the enabled property to false (default = true).

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Creating and Bundling Groups in SalesLogix Web

Question: I have created new custom mainviews in SalesLogix Web, and when a users goes to the new mainview and a group doesn't exist then a javascript error pops up. What I would like to do is to create a default "all whatever" group for the custom mainviews and to deploy these so that...

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Using SData from a Separate .NET 2.0 DLL in SalesLogix Web

Question: I would like to click a link button in a GridView, have that bring up the SalesLogix Web contact portal page, and have the contact in the details view. Is it possible to use SData from a separate .NET 2.0 DLL? Answer: You can certainly do this, see below: WebClient client = new WebClient();...

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Enabling Sorting of a Grid in SalesLogix

Question: We would like to sort the grid of an extensive literature request list in Saleslogix. The grid is defined in LiteratureRequest.ascx and it would be nice to control the grid by being able to dynamically sort by the Name or Family columns. Is there a way to enable sorting? Answer: Even though...

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Using SData to Insert Data in SalesLogix‏

Question: How can I use SData to insert data in SalesLogix? Answer: To do this, create a new blank template using the '/$template' URI, then send it back to the server with a "POST" method.

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'IsReadOnly' Textbox Error in SalesLogix

Question: I am in the process of creating a new C# code snippet for the following: IsReadOnly appears as a valid property in Intellisense under "this.AccountName." This is my code: this.AccountName.isReadOnly = true; But when I do this SalesLogix returns the following: 'System.Web.UI.WebControls...

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