Tag: SalesLogix 7.5.3

In the SalesLogix web client, users can set filters when looking at groups. These filters further restrict the results in the group. The filter options are stored for the user in the database VFS table so that the next time the group is opened, the filters remain active. The only problem with this approach is it is easy to forget that a filter has been applied to a group and therefor questions arise as to why records can't be seen. I am going to explain how you can modify the filter task pane so that a label appears once you set a filter for a group.

Since SalesLogix 7.5.3, SalesLogix has exposed user Roles and actions within the roles.  See this post for an overview.  SalesLogix has a IRoleSecurirtyService that can be utilized to to determine if the current user has access to a particular secured action and then take some action on it.  This is a server based service so to access it you...

How to export data in the SalesLogix web client with dates in local times when exporting group information to a text file.

 As you know, SalesLogix stores most dates in the database in UTC equivalent and the provider handles parsing the date in local time when requested.  The SalesLogix entity model does not do this by default, instead the SalesLogix Date web control handles the conversion to local time.  The actual date value returned from the entity model is still in...

 I have had a couple of clients who recently have reported issues being able to update existing activities after upgrading to the SalesLogix web client.  In the web server's event logs you see errors similar to this:2011-06-10 14:22:58,872 ERROR NHibernate.AdoNet.AbstractBatcher - Could not execute command: UPDATE ACTIVITY SET ALARMTIME = ?, LEADID = ?, LEADNAME = ?, MODIFYDATE =...

In the standard add product screen for both an Opportunity and Sales Order, the user is able to perform in-line edits to the selected products.  One of the columns that can be edited is the Price Level column.  By default this column is a picklist column showing the “Price Description” picklist.    The problem...

I was recently asked to explain how to modify the SalesLogix Web.  A common enough question IN get asked so I figured I would describe the Page and how to do some of the things. One of the things I do not like about the current implementation of the Welcome page is that it is largely static...

In the SalesLogix web client it may be necessary to perform some kind of server side code, like data validation, and then based upon what is returned perform some kind of client side action like a confirmation dialog, or opening a new browser window. The nature of ASP.Net web sites is that client side actions run before server side actions so how can we accomplish performing server validations before running client side code? Well lets take a look

I recently ran into an issue on a new custom entity main view page in the web client where the groups for the new entity would not display. The tabs showing the group names would display but when you clicked on the tab no group list would appear.

Explaining how to add both client and server side code to a checkbox control in the SalesLogix web client.