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SalesLogix v7.5 WebViewer rights

I had a client ask me today whether or not a user could still save an email to a record if they were a WebViewer only? They also wanted to know if they would still have the "Send SLX" button in Outlook. The answer is "yes". In the user options or on the logon screen you can choose...

Posted to SalesLogix Support (Weblog) by on
SalesLogix 7.2.x Web Client or Customer Portal do not respond

We recently ran into an incident that completely shut down the SalesLogix Web Client and Customer Portal after applying Windows security updates. The login button appeared to accept the command and then never navigated to the next form. We discovered that loading ASP.NET 3.5 sp1 was the source of the...

Posted to SalesLogix Support (Weblog) by on
Setting up the SalesLogix Mail Merge Server in SalesLogix 7.5

The new interface to set up the Mail Merge Server for web clients is found in the SalesLogix Application Architect. Setting up the Active Mail Server is a snap... Open the tools and Active Mail Server Configuration option. Select your Active Mail Server, Active Mail Database, enter the port number of...

Posted to SalesLogix Support (Weblog) by on
Retrieving the Manager in SalesLogix 7.5 Web

The SalesLogix 7.5 web entity model, unfortunately, does not have access to a user's manager by default. Trying to expand the SalesLogix entity model is often problematic as the changes to the entity layer do not correctly compile into the security Assembly. User security is compiled in the Sage...

Posted to Kris Halsrud's Blog (Weblog) by on
Adding "Save" functionality to the SalesLogix 7.5 Web Client Edit Address view

During a recent SalesLogix customization, we realized that editing an account address does not cause the unsaved data prompt to be displayed. If someone were to modify an account address and neglected to save, changes would be lost without the user being the wiser. Initially, we just added a Save business...

Posted to Jason Buss' Blog (Weblog) by on
Unable to open a main view in the SalesLogix 7.5 web client

I recently ran across an issue on a client's system that had been upgraded from SalesLogix 6.2 web to SalesLogix 7.5 web. Upon trying to use the new web client after the upgrade, they received an error "We apologize for the inconvenience, but your request cannot be completed. Load Group XML...

Posted to Kris Halsrud's Blog (Weblog) by on
SalesLogix 7.5 Web Numeric Control Refresh Issue

The SalesLogix Numeric Web control does not properly refresh when scrolling between records using the VCR style control at the top of the detail views: If you navigate to a record using this method that does not have a numeric value in the field that the Numeric Control is bound to, the value that displays...

Posted to Kris Halsrud's Blog (Weblog) by on
SalesLogix Web 7.5 Calendar Limitations for Admin

In the SalesLogix 7.5 web client, there is a method that runs when the insert activity screen opens while on a current account/contact/opportunity that relies on the Sage.SalesLogix.Activity.UserCalendar class to determine if the current user has calendar access to insert, edit or delete activities. ...

Posted to Kris Halsrud's Blog (Weblog) by on
SalesLogix 7.5 Application Architect- Picklist Problems

In The 7.5 application architect, you have the ability to add picklists to a manifest in the Bundle Model. While this would be a nice feature to have there are a couple of things that make using is problematic enough that they should not be included in manifests. You do not have the typical ability to...

Posted to Kris Halsrud's Blog (Weblog) by on
Public SalesLogix Developer Classes Revamped

I announced a while ago that we will be offering some public developer training classes for SalesLogix Web. We will be making some changes to the class outline I posted earlier. The new classes we will be offering will be as follows: Building Solutions for SalesLogix Web This is the all-inclusive web...

Posted to Ryan Farley's Blog (Weblog) by on

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