Tag: Development

Setting custom date ranges in Crystal

Recently, I had to develop a report which was to return data within a particular date range. Specifically, a user would need to select a date and the report would then return data from a range of Monday of the previous week to Friday of the current week. I was able to accomplish this fairly easily using Global and Local variables and a couple of different date functions.

An Overview of SData – The SalesLogix Web Enabled API

Chances are, if you work or use SalesLogix (or any Sage product) you've heard of SData by now. SData is a basically a web enabled API for SalesLogix allowing you to interact with SalesLogix data from an external application or website. The great thing about SData is that it is a specification that is implemented via RESTful web services. This means you're not limited to using SData with a particular technology (such as exclusively via .NE...

Advanced Pivoting in MSSQL

Using pivot queries in SQL is a great tool for rotating data, but what if you need to do something more complicated with multiple data sources and multiple columns? Recently, I had a request to pivot some data from multiple similar tables and to rotate that data into a columnar format.

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 […]

A Demo of Sublogix – Simple Repository for SalesLogix

A few weeks ago I announced Sublogix. Sublogix is Customer FX project that provides a simple repository for SalesLogix development, allowing you to use an entity model and repository in any version of SalesLogix and is great for use in .NET Extensions in the LAN client, stand-alone or addon applications for SalesLogix or whatever. Death to SQL statements. Things are progressing nicely with Sublogix so I decided it was time to give you a closer lo...

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 ...

Running a SQL Update Statement from Saleslogix Web

I am working for a client who would like a button to set all of the records in a table to either “Valid” or “” (blank).  This then allows them to build groups on what records needs to be updated.  I started my adventure by reading Kris Halsrud’s post Retrieving the Manager in SalesLogix 7.5 Web .   The solution Kris […]

Using an External Assembly for Entity Events and Business Rules in SalesLogix Web

Using external assemblies in SalesLogix development, rather than built in Code Snippets, is a better & more efficient way to customize SalesLogix entities, with far less headaches. Some of the benefits include a better and more complete development environment and having all your code in one place (instead of digging around through all the entities to get to the code). Let's take a look at how to do it.

Updating table IDs in SageCRM using SQL

I just finished work on an import project into SageCRM, using SQL Server Integration services to move data from a couple of Excel Spreadsheets into the database. One of the items I had to figure out was how to populate tableIDs for the imported records.

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