back to top
Search here...
Infor CRM

How do I customize the Advanced Contact Lookup in SalesLogix?

Published by: Customer FX

Question:

Is it possible to modify the advanced contact lookup function?

I found that it uses the funcion Lookup.QBE but i cannot find such lookup in the lookup manager.

Answer:

This is not located in the Lookup Manager.

You need to customize the Advanced Lookup form. The form is called “Contact QBE Screen”

Just add your custom field and connect it to the database with the Text property.
SalesLogix will do the rest. You can then use this field as a lookup on the Advanced lookup screen.

Contact Customer FX for your CRM project
We let our expertise speak for itself - let us know how our all-star team can help on your CRM project
Contact
Previous article
How can I hide the Activity Module in SalesLogix?
Next article
Correcting a Failed Build in SalesLogix Application Architect
About the Author
Customer FX
Customer FX

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Infor CRM
Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

Infor CRM
See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

Infor CRM
In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Exploring AI Options for Infor CRM v10

Infor CRM
I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Infor CRM SLX 10.0: Delegate Ownership Changes for “Everyone” Records

Infor CRM
Learn how the new EveryoneOwnerAssignment secured action in Infor CRM SLX 10.0 allows designated users to change ownership of Everyone-owned records without requiring Administrator access.

Related Articles

Infor CRM

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.
Infor CRM

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.
Infor CRM

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.
Infor CRM

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Related Videos

Follow us

Follow Customer FX on social media to engage with us about our articles, videos, and Creatio & Infor CRM information

Customer FX

Latest Articles

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Infor CRM 0
Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

Infor CRM 0
See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

Infor CRM 0
In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Popular Articles

Invoking a Multi-Select Lookup Dialog on a Creatio Freedom UI Page

Creatio 39
Creatio 8.1 introduces two new features when it comes...

Dynamically Filtering a Lookup on a Creatio Freedom UI Page

Creatio 18
Filtering lookups on a Freedom UI page is something...

Embedding an IFRAME on a Creatio Freedom UI Page

Creatio 29
In a previous article I outlined how to embed an IFRAME on a Classic Creatio page. This article will outline how to do this for a Freedom UI page. We'll accomplish this by creating a simple Freedom UI component, and then adding the component to the page. We'll be able to use a static URL for the IFRAME source or bind the source to a property on the page.

© 2024 Customer FX Corporation. All Rights Reserved.

[Admin]