Every so often we hear that a user can no longer add products to an opportunity whether it is a new opportunity or an existing opportunity. The add product plus sign is missing for no apparent reason.
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.
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.
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.
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...
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.
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 […]
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.
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.
Today at 2pm CDT. If you haven't registered for today's Developer focused workshop in which we will focus on what it takes to create deliverable packages of your SalesLogix Web customizations, it's not too late!
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.
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.
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
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...
Have you ever wanted to use the Quick Find option in SalesLogix Client but wanted to look at a different field then the Account.Company, Contact.LastName, or TicketID? The quick way to accomplish this is by adding the More button to the Main View.
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?
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
I've learned this from past experience. When developing for the web, if you are using the Application Architect on a workstation instead of on the IIS Web server you will need to use Universal Naming Convention in the deployment path
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."
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.