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Video: Moving From SalesLogix LAN to SalesLogix Web

What to expect, what you'll need. Here is a demonstration from our Demystifying series that will give you insight into hardware and software requirements for servers and workstations as well as FAQ's as you move from SalesLogix LAN to SalesLogix Web. We also demonstrate how to add your custom...

Posted to SalesLogix Product Blog (Weblog) by on
SalesLogix web Customer Portal - Adding conditions to lookups

You can add additional global conditions to lookups in the SalesLogix customer ticket portal by modifying the appSettings.config file within the portal. Within the <appSettings> section you can add a value like: <add key="CustomerPortalLookupConditions_TICKET" value="RECEIVEDDATE...

Posted to Kris Halsrud's Blog (Weblog) by on
Video: SalesLogix Web - Packaging Your Customizations

If you're looking for demonstration of how to create and work with project backups, as well as how to work with the Bundles Model, look no further: -Brianna

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SalesLogix v8 web client no longer displays curreny symbols

In the SalesLogix web client, there is a SalesLogix currency control that can be used to enter and display currency values in the web client. In 7.5x this control used to display the currency symbol. In v8, the currency symbol no longer displays. Version 7.5x shown above. Version 8 shown above. No currency...

Posted to Kris Halsrud's Blog (Weblog) by on
Video: Web Groups in SalesLogix v8

What's new? In SalesLogix v8 there have been some enhancements to the group building feature. Take a look at this quick demo to learn what those enhancements are: -Brianna

Posted to SalesLogix Product Blog (Weblog) by on
Sorting a SalesLogix entity collection using Linq

The SalesLogix entity model offers the ability to access collections of related entities, such as Contacts belonging to an Account. When you access the collection properties there is no sort order defined so the results can be less than desirable. You can use ICriteria and define your Order explicitly...

Posted to Kris Halsrud's Blog (Weblog) by on
Video: The SalesLogix v8 Dashboard

There's been some improvements to the Dashboard in SalesLogix v8, especially in regards to viewing it on your mobile device. Watch this quick demonstration to learn more: -Brianna

Posted to SalesLogix Product Blog (Weblog) by on
Inability to edit or delete sales order or Opportunity products in the SalesLogix 7.5.4 web client

If you are running IIS 7 there is an important step you need to do in order to allow the SalesLogix web client to edit or delete products from both the Opportunity and Sales order product's tabs. Since the Product's tab uses client side SData calls, these calls can’t work right if the All Verbs...

Posted to Kris Halsrud's Blog (Weblog) by on
SalesLogix Web Form Designer

New to the Sage SalesLogix v8.0 Web Client is the Web Form Designer. This tool will allow a user, with a proper role assignment, the ability to modify main entity forms in the the web client using existing database fields. Here is a quick introduction to the tool from Customer FX. For this demo I am...

Posted to George Jensen's Blog (Weblog) by on
Field level security restrictions causing errors in the SalesLogix Web Client

I recently had a client that was experiencing errors trying to navigate to Account records in the SalesLogix web client. The errors that were displaying were similar to: "Component Parameter name: The argument component cannot be null." A search of the event logs on the web server reveled errors...

Posted to Kris Halsrud's Blog (Weblog) by on

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