Customizations | Customer FX

Reset a user’s layout settings on the Infor CRM (Saleslogix) Web Client or Mobile Client

by Dan Ramsey | Mar 31, 2017 | Infor CRM

In Infor CRM (Saleslogix) It is possible to use Application Architect to delete these Web Client customizations, resetting the client to it’s original layout.

Adding Attachments to a Custom Entity in Infor CRM (Saleslogix) Web

by Ryan Farley | Oct 5, 2016 | Infor CRM

Adding support for attachments to a custom entity in Infor CRM Web is a pretty simple task as long as you know what the steps are. Luckily, the out of the box attachments SmartParts is built in a way to make it work with new custom entities without customization. It takes only 2 easy steps. […]

Saleslogix Mobile Video: Adding Custom Fields

by Brianna Tinjum | 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.

SalesLogix Web Form Designer

by George Jensen | Nov 15, 2012 | Infor CRM

New to the Sage SalesLogix v8.0 Web Client is the Web Form Designer. This tool will allow a user, with a proper role assignment, the ability to modify main entity forms in the the web client using existing database fields. Here is a quick introduction to the tool from Customer FX. For this demo I […]

Developer Workshop: Packaging Your SalesLogix Web Customizations

by Brianna Tinjum | May 30, 2012 | Infor CRM

Free Workshop Thursday, June 7th, 2012 at 2pm CDT. During this month's Developer workshop we are going to focus on creating and working with project backups, as well as with the Bundle Model, to create deliverable packages containing your SalesLogix Web customizations. We will demonstrate:

Modifying the QuickFind Lookup in the SalesLogix LAN client

by Jason Buss | Nov 2, 2011 | Infor CRM

The Quick Find functionality in the SalesLogix web client is a fast and easy way to look up information from many different areas in SalesLogix, but did you know you could modify the layout of the various lookups displayed in that interface? The functionality is a little hard to find if you don't know where to look, but this post will explain how you can modify the Quick Find lookups.

Hiding tabs in the web client using Roles

by Jason Buss | Oct 17, 2011 | Infor CRM

If you had a tab you wanted to hide in the LAN client, all you have to do is remove the current release. Once that was done, the Admin user will continue to see the tab, but no other users will have access to it. This is something that you can do in the Web client fairly easily as well, although you have to go about it slightly differently. In this post, I'll do a quick walk-through of hiding the Products tab in the Opportunities area of the...

Updating the Managed Quota Area for Sage SalesLogix

by George Jensen | Oct 27, 2010 | Infor CRM

Often, when discussing reporting issues with clients I will bring up the Quota’s area of Sage SalesLogix. If you do not know where this functionality is located, go to your Tools/Manage/Quota menu and the following screen will appear. On the upper pane you find a place to list the users you want to set a quota […]

Basics – Setting filters in the OpenDialog common dialog

by Jason Buss | Oct 27, 2010 | Infor CRM

I wanted to run through quickly how to set filters when using the OpenDialog in the SalesLogix LAN client. When using OpenDialog, it's nice to be able to define filters so that your users only see the type of file that you want them to open. This is really easy to set up.

Building a query-based lookup in SalesLogix Lan / Using SLX_Common to build query strings

by Jason Buss | Sep 20, 2010 | Infor CRM

I've previously posed about a number of useful functions available to you within the SLX_Common script in the LAN version of SalesLogix. I'd like to go a little further in-depth about a couple of functions which are helpful for creating new SQL Query strings. In a recent project, I needed to build a query interface similar to what you find in standard opportunity products view. The SLX_Common script holds a couple of functions that I ...

Modifying the ‘Copy to E-mail’ link in the SalesLogix Web client Opportunity snapshot

by Jason Buss | Jun 8, 2010 | Infor CRM

If you've ever wanted to modify the email generated from the Opportunity Snapshot in the web client, you'll find that it is incredibly simple to add new fields to the body of the email. To do so, you will need to modify the OpportunitySnapShot.ascx.cs smart part, found under Portal Manager->Sage SalesLogix->SupportFiles->SmartParts->Opportunity.

Using the Reporting API enhancement in SLX 7.5.2 web

by Jason Buss | Feb 17, 2010 | Infor CRM

Sage has added an API enhancement to facilitate running Crystal reports in the SalesLogix web client. To get the functionality in 7.5.1, it was necessary to install a reporting update bundle, but the functionality has incorporated into 7.5.2 with no additional installation needed. The enhancement adds a number of functions to facilitate running reports in […]

SageCRM – Building Workslips Part 1

by Jason Buss | Oct 28, 2009 | Infor CRM

Over the next few weeks, I'll be posting a walk-through which will outline building a Workslips module for Sage CRM. In this part, I'll cover creating a new table, and defining fields in that table. We're going to start with creating new table structure to hold basic Workslip information. First we have to define the Workslip table. In Sage CRM, got to Administration->Advanced Customization->Tables and Databases and then click ...

FieldTypes in Sage CRM

by Jason Buss | Oct 14, 2009 | Infor CRM

I wanted to take this post to outline some of the common field types that are available within Sage CRM, for anyone new to development within Sage CRM. These are definedunder the Fields tab under Administration/Customization/{EntityName}.

Adding/Modifying system menu items in Sage CRM

by Jason Buss | Sep 30, 2009 | Infor CRM

By using the Systems Menu functionality, you have the ability to customize the Administration and Main menus in Sage CRM. As an example, I'm going to add a custom menu item to the main Sage CRM menu to launch the view to create a new Person record in Sage CRM.

SageCRM Tip – Editing screen definitions – Screen contents missing from screens

by Jason Buss | Sep 17, 2009 | Infor CRM

On the last Sage CRM project I worked on, I ran across a little issue with the CRM interface which was causing me a bit of a headache. I was working with a couple of screens I had defined for a custom entity. These screens were similar, so I was doing a lot of comparing one screen to another. Every once and a while, I would notice that the screen contents would disappear from the screen I was reviewing, and I would end up having to rebuild the...

Displaying external data in SageCRM 200

by Jason Buss | Aug 19, 2009 | Infor CRM

In this post, I will outline a relatively simply process for displaying data in Sage CRM from an external data source.

Using Picklist data revisited

by Jason Buss | Aug 12, 2009 | Infor CRM

Back in January, I posted about the SalesLogix picklist data structure, and outlined how to use the data found in the picklist table to populate other controls such as comboboxes and listboxes. You can find that article here.) If you are performing customizations to version 7.2 or later of SalesLogx, this processes can be greatly simplified by using Application.Picklist instead of directly querying the database.

Using SQL views to incorporate external data into SalesLogix customizations

by Jason Buss | Aug 5, 2009 | Infor CRM

Did you know that you can include SQL views in SalesLogix? This can be a very handy method to include data that is not normally part of SalesLogix. It is important to note, that these changes are not sync-aware. However if you are running SalesLogix LAN in a network only environment, this can be a helpful way to include data from external sources.

Events based on history in version 6.x SalesLogix

by Jason Buss | Jul 8, 2009 | Infor CRM

Prior to version 7, there was limited access to those activity and history areas in SalesLogix. In a recent project, I had to perform a series of tasks upon completing an activity with a particular Type/Category/Result combination. This had to be done in an 6.2.1 system. In order to do this, I had to modify the OnCompletedActivity active script. I wanted to briefly wanted to outline the modifications I made to this area, just for anyone who i...

Tag: Customizations

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