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  • SalesLogix basics - Easy Data access in SalesLogix LAN

    In this basics article, I wanted to outline the use of include scripts within the SalesLogix LAN client. Specifically, I'm going to look at the standard SLX Database Support script. Adding an Include script to either a VB Script or a Form is easy. On toolbar at the top of the script (or script page...
    Posted to Jason Buss' Blog (Weblog) by on
  • 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
  • Building new Main Views in SalesLogix LAN - Part 2

    In my last Main Views article, I created the detail view as well as the mainview. For this next part, I'll go through creating an insert view, as well as toolbar and menu items for the new SLXProject entity. Creating the Insert View: The insert view for this new area will be created as a manage view...
    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
  • Understanding SalesLogix Picklists data structure

    Picklists in SalesLogix are a very useful tool, but did you know you could also you values from an existing picklist to populate other list-based controls such as ComboBoxes, CheckListBoxes, ListViews... even Radio groups? You simply need an understanding of the structure of picklists in SalesLogix:...
    Posted to Jason Buss' Blog (Weblog) by on
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Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

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