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  • Editing Another User's Activities

    Question: How can I add, edit or delete Activities for another user in Saleslogix? Answer: In the Administrator Options, you are able to access user profiles. If you open the user profile you can add users to the User Calendar tab. You can also choose whether additional users can add, edit or delete...
  • Installing a Saleslogix Web Bundle

    I realized that we didn't have any sort of simple write up of how to install a Saleslogix web bundle, so for my post this month, I thought I'd list the steps in a typical installation with screenshots. Most of these screenshots are from an 8.0 system, but the process should be the same in older...
    Posted to Jason Buss' Blog (Weblog) by on
  • Saleslogix 8 and 8.1 Windows Authentication in Saleslogix Mobile 3.0.3

    If your company is using windows authentication in the Saleslogix Web client then you will want to use Windows Authentication for your mobile clients. After setting up the Windows Authentication according to the instructions in the Admin help set up the SData portal with basic authentication and with...
    Posted to SalesLogix Support (Weblog) by on
  • Editing Filters in Saleslogix Web Client 8.0

    Question: Is it possible to add or remove Saleslogix filters from the List view in Accounts? Answer: Yes, In the Application Architect you can go into your VFS file system and expand into your Saleslogix Application Entities. When you find the specific entity that you would like to edit...like Accounts...
  • Bug in the Saleslogix Web LiveGrid Lookup dialog

    I recently ran into an issue with the Opportunity Products grid in the Saleslogix web client. I client had requested additional columns in the "Add" Lookup dialog. I had added the Price column as a field in the Lookup Columns collection. I could see that the constructed OpportunityProducts...
    Posted to Kris Halsrud's Blog (Weblog) by on
  • Saleslogix Web Client Controls are Missing

    Every so often we hear that a user can no longer add products to an opportunity whether it is a new opportunity or an existing opportunity. The add product plus sign is missing for no apparent reason. Why does this happen? What has happened is a deployment was made from a different Application Architect...
    Posted to SalesLogix Support (Weblog) by on
  • Major Problem in Saleslogix v8.1 Cloud Instances

    I have been working with a new client who is on the hosted cloud solution for Saleslogix version 8.1. They have been having a strange issue with the Saleslogix Application Architect I have not seen before. When doing a build of the web platform, if any build errors occur you normally see red errors in...
    Posted to Kris Halsrud's Blog (Weblog) by on
  • Setting the Defaults on the Insert Account/Contact Duplicate Record View

    When creating a new Account/Contact record in Saleslogix Web, you have the ability to check for duplicate values. With some simple modifications to the code page behind that form, you can set default values for the Match Filters. All of these changes will be performed on the ContactSearchForDuplicates...
    Posted to Jason Buss' Blog (Weblog) by on
  • Preventing Mobile Devices from Accessing the Saleslogix Web Client

    We recently had a customer request that their users not be able to access the Saleslogix web client from their mobile devices. Implementing this turned out to be relatively easy. Here is what I did. In the Login.aspx page there is a javascript block at the top of the page that adds code on the document...
    Posted to Kris Halsrud's Blog (Weblog) by on
  • Global Joins in the Saleslogix Web Client

    Question: How can I make a Global Join stick in the Saleslogix Web Client? Currently, when I create a global join, it does not show up in the Query Builder. Answer: We have recently found there is an issue with Global Joins sticking in the Web Client. The work around that we are using is to log into...
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