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Active Mail Option Missing from Tools Menu in SalesLogix Application Architect

Question: I'm setting up Active Mail in SalesLogix and I've noticed that the Active Mail option in the tools menu in Application Architect is missing. Did I do something wrong? Answer: Active Mail is no longer setup within Application Architect. Run the install Web Host piece, after it installs...

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Caching Entities on the SalesLogix Web Server

Question: I would like to cache entities on the SalesLogix Web server. Any information would be helpful. Answer: The SalesLogix Web client uses NHibernate ORM which provides data caching to the web server. You will also find that sub-collections of an entity, such as Account Contacts, are "lazy...

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Custom Tabs Only Showing in SalesLogix for Admin

Question: In SalesLogix I created a few custom tab screens for the Account screen. When I login as Admin I can see the tab screens, but when I login as any other user I can't see them. I didn't put any security on the tabs, any ideas? Answer: From what you're describing, it sounds as if the...

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Error After New Property Added to the SalesLogix Application Architect

Question: When I try to open the Account details screen in SalesLogix I receive this error: http://localhost/SlxDev/Account.aspx?entityid=A6UJ9A00EEMW 'StringConverter' is unable to convert 'System.String' to 'System.Boolean'. at System.ComponentModel.TypeConverter.GetConvertToException...

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Generating Next Standard ID for a Table in SalesLogix v7.5 Web

Question: I'm trying to setup a select sales process on the Insert Opportunity form in SalesLogix v7.5 Web and I'll need to create a Sales Process record. How to I generate the next standard ID of a table? Answer: You will probably need to make the InsertOpportunity view a SmartPart. After doing...

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Textbox Not Saving in C# Snippet Action Obsolete in SalesLogix

Question: When I click the 'Save' button for a text box I have in the C# snippet action obsolete in SalesLogix it won't save, even though the text box works and shows a value. Here is the code I'm using: if(this.txtAirfare.Text == "" && this.txtTax.Text == ""...

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Pre-Populating Fields in the AddEditAddress Form in SalesLogix

Question: Using the following, I can open the AddEditAddress form in SalesLogix: DialogService.SetSpecs(500, 400, "AddEditAddress", "QAS Returned Address"); DialogService.ShowDialog(); I would like to pre-populate a few of the fields with data and I'm wondering how I might do...

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Checking for Values in SmartParts Before an Opportunity is Created in SalesLogix

Question: On the insert Opportunity form in SalesLogix I'm trying to check that the products and contacts SmartParts contain values before a new opportunity is created. How can I refer to fields on a SmartPart within a main form in SalesLogix? Answer: Instead of checking the values on the SmartParts...

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Accessing Current AccountID When on the Opportunity Details Screen in SalesLogix

Question: I am able to access the current OpportunityID using string OppID = this.EntityContext.EntityID.ToString(); when I'm on the Opportunity details screen in SalesLogix. I would like to access the current AccountID when I'm on this form but I'm not sure how. Can you point me in the right...

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Must Refresh Tab When Executing a C# Snippet Action Item (Obsolete) in SalesLogix

Question: I customized a tab in the Campaign module of SalesLogix but I have to refresh the tab every time to execute a C# Snippet Action Item (Obsolete). How can I fix this? Answer: The C# Snippet postback should reload the tab, however, you can try the Refresher.RefreshAll method or try calling the...

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