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  • Events based on history in version 6.x SalesLogix

    Prior to version 7, there was limited access to those activity and history areas in SalesLogix. In a recent project, I had to perform a series of tasks upon completing an activity with a particular Type/Category/Result combination. This had to be done in a 6.2.1 system. In order to do this, I had to...
    Posted to Jason Buss' Blog (Weblog) by on

  • Using the Forms collection in the SalesLogix LAN client

    From time to time, you may find that you want to reference a control or script on a form other than the one you are currently on. This can be done easily using the Forms collection in SalesLogix. The first thing we need to do is to loop through all open forms, checking for the desired form. For this...
    Posted to Jason Buss' Blog (Weblog) by on

  • Providing interface feedback - Progress Bars

    When performing lengthy updates in the SalesLogix client, it's a good idea to provide the user with some degree of feedback so that it doesn't appear as though SalesLogix has locked up. The Progress Bar control, can be used for this purpose: Progress Bar The main properties in this control you...
    Posted to Jason Buss' Blog (Weblog) by on

  • Adding items to the Opportunity Snapshot (LAN)

    The opportunity snapshot on the Opportunity Detail view is a handy place to display summary information, but customizing it can be a bit confusing. The Snapshot is simply a browser control, displaying HTML which is being generated by a method on the Opportunity detail screen. You can see the HTML code...
    Posted to Jason Buss' Blog (Weblog) by on

  • SalesLogix Basics 4 - ADO Recordsets in SalesLogix LAN

    By using ADO, you have a powerful resource for reading and storing data in SalesLogix. In this basics article, I'll outline the main components involved in constructing and using an ADO recordset in general, and specifically with SalesLogix . If you've never worked with ADO before, this simple...
    Posted to Jason Buss' Blog (Weblog) by on

  • Calling Merge Forms in SalesLogix LAN VBScript

    Recently, I've been working on a customization which calls for one of a number of Merge Forms to be ran based on certain criteria. This is a pretty simple process, and here's how I did it: First of all, I need to get the pluginid for the appropriate Merge Form, based on my criteria. This can...
    Posted to Jason Buss' Blog (Weblog) by on
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Upcoming Workshop Dates

    May 20, 2013
SalesLogix Web - Using Tickets

 
    Jun 03, 2013
SalesLogix v8: Exploring Search Options and Filters

 
    Jun 10, 2013
SalesLogix Web - Marketing Campaigns

 
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