back to top

Opening a Dialog in the List View in SalesLogix

Question: I would like to create an advanced filtering functionality button, let’s call it ‘Custom Filtering’.  This button will allow a user in the Contact list view to click the button and have it show a dialog so that the user can choose the filter criteria.  Can I do this using standard SalesLogix functionality (Dialog Service)?

Answer: The Dialog Service is available while in list mode, and as long as the dialog is associated with the page it will be available.  When creating a dialog, starting from a Quickform typically helps to get a framework in place and then you can modify as needed.  Make sure that you add the dialog (CustomFilters) to whichever page you are going to be using this feature.

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
About the Author

LEAVE A REPLY

Please enter your comment!
Please enter your name here

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.

[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.

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.

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.

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

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 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.

[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.

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.

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