Tag: Customizations

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Saleslogix Mobile Video: Adding Custom Fields

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

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 […]

Modifying the QuickFind Lookup in the SalesLogix LAN client

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

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

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 […]

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

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 ...

Using the Reporting API enhancement in SLX 7.5.2 web

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

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

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 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

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...

Using Picklist data revisited

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.

Events based on history in version 6.x SalesLogix

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...