The SalesLogix entity model offers the ability to create a custom property underneath an entity. This can be useful for automatically rolling up things like the Opportunity Sales Potential or calculating fields such as the Opportunity Weighted Average. To add an custom entity property, expand out the VFS…Entity Model…Packages…SalesLogix Application Entities. Right click on properties […]
The following is a brief overview of the SalesLogix Lookup control and how to use it in the SalesLogix web client. Determining the Lookup type The SalesLogix SLXLookup web control is built upon the standard ASP.Net Lookup control. It offers the ability to bind the lookup to a SalesLogix entity to look up records within […]
In the SalesLogix LAN client there is a bug where the Opportunity and Ticket lookups are not correctly restricting to only showing records associated to the selected Account. Here I show how to fix this.
An overview of how definitions set for a Page in the Portal Manager in the SalesLogix Application Architect actually get rendered out to the web site during deployment.
As you probably know, SalesLogix displays most date times in the database in UTC format. Normally the SalesLogix provider handles converting the UTC formatted dates to the local client date times. There are exceptions to this automatic adjustment. One such case is the Journal tab within the Ticket area of the SalesLogix web client.
A new white paper for you. Have you ever wondered about the difference in features between SalesLogix v7.5.1 Windows, Web, and Mobile? Wonder no more. Attached you will find a white paper from Sage that highlights what features
Additional details about problems viewing history attachments in SalesLogix 7.5.1
I uncovered an interesting little change introduced in the SalesLogix 7.5 service pack 1 that led me to uncover some strange behavior with how attachments are stored against activities and history in the SalesLogix LAN client.
I was recently helping a client setting up picklist attributes in the SalesLogix 7.5 web client using techniques I described in this post. After we were done making the necessary modifications she went on to test out her changes in the web client. She reported back an issue that I have since replicated and verified still exists in the SalesLogix 7.5.1 web client.
In this post I discussed how the SalesLogix 7.5 web client modifies close probability different than the LAN client. I now want to talk about how you can change this behavior to match the LAN client. The first thing we need to understand is how the SalesLogix web client is setting the close probability. Since […]
In the SalesLogix 7.5 web client, when a user sets the status of an opportunity to "Closed - Lost", the system will automatically change the close probability to 100%. This is different than the behavior in the SalesLogix 7.5 LAN client. In the LAN client when the status is set to "Closed - Lost" the probability is set to 0%.
In Brianna's post she mentioned how there is new functionality in SalesLogix 7.5.1 called filters. I wanted to explain what exactly this change is and how it impacts the use of SalesLogix.
In the SalesLogix 7.5.1 (SP1) release I noticed this new horizontal bar graph object which has taken the place of the little sparkline graph in previous releases.