Tag: Customization

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Installing Git – Git for the Saleslogix Developer Series

by | Dec 10, 2013 | Infor CRM

A necessity for Saleslogix Developers. Below is an oldie, but a goodie. One of our most popular Developer focused videos on the Customer FX YouTube channel, "Installing Git - Git for the Saleslogix Developer Series", covers installing and configuring Git for new users, using Git Extensions, Github, and Git Extensions for Saleslogix.

Saleslogix Mobile Video: Adding Custom Fields

by | Dec 9, 2013 | Infor CRM

Making mobile work the way you do. Saleslogix Mobile has many great features to help users who are out in the field, but sometimes you need a little bit more. Watch our second video in our Mobile Development series and learn how to implement custom fields.

A Deeper Look at Adding Custom Fields in SalesLogix Mobile

by | May 7, 2013 | Infor CRM

We looked previously at adding custom fields to the SalesLogix Mobile client. It was easy enough to do, but as I've mentioned before, one of the hardest parts about customizing the mobile product is that you have to know what to type. Let's take a look at just what's available when adding custom fields in an customization module so you'll have all the knowledge you need.

Consuming Data from External Applications in SalesLogix Mobile Customizations

by | Apr 30, 2013 | Infor CRM

The SalesLogix Mobile client is more customizable than you might think. It's easy to assume that the new architecture isn't as customizable as you might be used to with SalesLogix Web or LAN clients. However, it does sometimes take some rethinking. In this article we'll look at how to add a customization that pulls in data from the Twitter API and displays on the contact detail. We'll delay the loading of the data so that the cont...

Formatting Data in SalesLogix Mobile Customizations

by | Apr 23, 2013 | Infor CRM

When adding custom fields to SalesLogix Mobile, you'll often want to do things to the value, instead of just displaying it as-is. There are many built-in formatting functions, or renderers, available in the out-of-the-box SalesLogix Mobile platform, but what if you need to do something custom? Let's take a look at what built-in formatting functions there are as well as how to create you own custom formatting function on the fly.

Bundling and Deploying SalesLogix Mobile Customizations

by | Apr 16, 2013 | Infor CRM

Once you’ve started creating customizations for your SalesLogix Mobile, at some point you’ll want to start getting those customizations into production by deploying them or bundling them to add to your production system. This article will walk you through how to do this in both SalesLogix v8 as well as in SalesLogix v7.5.4. You’ll even […]

Adding Custom Fields to SalesLogix Mobile

by | Apr 9, 2013 | Infor CRM

Time to take SalesLogix Mobile to the next level. Customization! This article will outline how to add custom fields to SalesLogix Mobile, from start to finish. You'll walk through every step, from creating the custom field to viewing and editing it in SalesLogix Mobile. Best part? You'll see a video that walks you through the whole process.

Introducing the SalesLogix Mobile Developer Toolkit

by | Nov 13, 2012 | Infor CRM

I am very pleased to announce a new & free open source tool from Customer FX named the SalesLogix Mobile Developer Toolkit. This toolkit will make your life easier when working with the SalesLogix Mobile product and provide automation to some of the tedious tasks you have to complete before you actually get to start writing code. Let's take a look.

(not quite as) Easily Increasing the Height of the Picklist Dropdown in SalesLogix Web

by | Mar 22, 2012 | Infor CRM

My colleague Ryan just posted about a simple method to increase the height of picklist dropdowns in the SalesLogix web client. I have a slightly different way to accomplish the same thing for individual picklists, so while not really more difficult to do, would require you to do it for as many picklists you want to modify. Ryan's solution modifies a stylesheet to affect all picklists in the system at once.

Easily Increasing the Height of the Picklist Dropdown in SalesLogix Web

by | Mar 22, 2012 | Infor CRM

Something that has always frustrated me when using the SalesLogix Web client was how the picklist control only shows four items in the dropdown and you have to scroll up or down to see the rest. This works fine for lists with only a few items, but for bigger lists it is a huge pain. It wasn't until a coworker was asked by a customer that I gave it any thought about how to go about changing this. Luckily, it's a pretty easy change to make.

Displaying Assets on the SalesLogix 7.5.x Web Client

by | May 14, 2010 | Infor CRM

We found an installation with both the SalesLogix LAN client and the web client that displayed the account assets tab differently. In the LAN client all assets displayed and on the Web Client only assets with a contact displayed. If there is a primary contact assigned to the account then the asset will automatically default to that contact and display

Adding the Server and Database name in the footer of the SalesLogix Web Client

by | Apr 2, 2010 | Infor CRM

Chances are, if you're a SalesLogix Business Partner or a SalesLogix developer or administrator, you tend to work with more than one SalesLogix client. Either different customer systems or different systems for testing, development, production, etc. I often have several different systems for several different customers. Something I miss about the SalesLogix Web client is the missing ServerDatabase in the footer like in the SalesLogix LAN clie...

Troubleshooting the Send SLX Option in Outlook for SalesLogix

by | May 19, 2009 | Infor CRM

When using the Send SLX button in Outlook to add an email history to a SalesLogix Contact you will see a simple interface asking if you want to attach the email to a particular contact and possibly save the attachments to the record. What happens if you are using the Send SLX button and you do not have SalesLogix open?

Retiring Users Who Own SalesLogix Records

by | Apr 14, 2009 | Infor CRM

It comes up quite frequently that there are records owned by a user so you cannot retire that user. If you have reassigned all activity records and realigned all account and contact records with the territory realignment tool then there may be private records owned by this user

Importing Leads into SalesLogix 7.5.x Web

by | Apr 7, 2009 | Infor CRM

Our friends on SalesLogix Developer originally posted this error and solution but I thought it was important enough to pass it on. After upgrading a 6.2 db to 7.5 web and following the instructions for the upgrade the option to import leads returned an error "Import configuration not found for entity ILead."

Adding a Default Sort to the Add Opportunity Products List in SalesLogix Web

by | Apr 7, 2009 | Infor CRM

Usually by the third time I see a question asked, I realize it needs to be a blog post. I've been asked by a couple of customers how to add a default sort to the products list on the Add Opportunity Products form in the SalesLogix Web client. The question of how to add a default sort to the list of products in the Add Opportunity Products form in the web client surfaced again today so I am posting the answer here.

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