Default Page for New SalesLogix 7.2 Web Users

When a SalesLogix user logs into the SalesLogix 7.2 Web Client for the first time, they will, by default, end up at a blank area since they have not yet selected a default in their user options (Such as the account or contact area). Chnaging this behavior is a simple thing as long as you know where to do it.

Let’s say for example, you want to have any users, who have not yet selected a default area, go to the accounts area by default. To do this you will do the following:

  1. Open the “Sage SalesLogix” portal in the Application Architect
  2. Go to the Support Files tab
  3. Navigate to “SmartPartsOptions“
  4. Right-click the OptionsRedirector.ascx.cs and select Open. The C# file will now open in the Application Architect for you to edit. You’ll see the following code:
    protected void Page_PreRender(object sender, EventArgs e)
    {
        Sage.SalesLogix.IUserOptionsService opts = 
    Sage.Platform.Application.ApplicationContext.Current.Services.Get(); string defPage = opts.GetCommonOption("ShowOnStartup", "General"); if (defPage != "") { Server.Transfer(defPage); //Response.Redirect(defPage, true); return; } }

  5. Edit it to add the following:
    protected void Page_PreRender(object sender, EventArgs e)
    {
        Sage.SalesLogix.IUserOptionsService opts = 
    Sage.Platform.Application.ApplicationContext.Current.Services.Get(); string defPage = opts.GetCommonOption("ShowOnStartup", "General"); if (defPage != "") { Server.Transfer(defPage); //Response.Redirect(defPage, true); return; } else // <-- start new code { // set the account page as the default if no // current default has been selected by user Server.Transfer("Account.aspx"); } // <-- end new code }

  6. Save and close the file
  7. Now just redeploy the portal

Enjoy.

ABOUT THE AUTHOR

Ryan Farley

Ryan Farley is the Director of Development for Customer FX and creator of slxdeveloper.com. He's been blogging regularly about SalesLogix, now Infor CRM, since 2001 and believes in sharing with the community. His new passion for CRM is Creatio, formerly bpm'online. He loves C#, Javascript, web development, open source, and Linux. He also loves his hobby as an amateur filmmaker.

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