I recently had a customer who had one user who was unable to use the drag and drop feature of the Saleslogix web client in version 7.5.4 and using Internet Explorer 8. After verifying version compatability, reinstalling the Desktop Manager I had no lock figuring things out. The weird thing was that all of the […]
In the SalesLogix 7.5.4+ web client the “editable grid” control that allows for inline editing and the like is based on a client side SData feed to bind and control updates. An example of this is on the Sales Order Product’s tab. This grid is actually rendered completely client side using dojo and its DataGrid […]
If you are running IIS 7 there is an important step you need to do in order to allow the SalesLogix web client to edit or delete products from both the Opportunity and Sales order product’s tabs. Since the Product’s tab uses client side SData calls, these calls can’t work right if the All Verbs […]
I recently ran into an issue looking at the SalesLogix web client’s Ticket detail screen. There is a Print Preview button there that invokes the TicketDetailPrintView.aspx page. When navigating to the page however, I get an error like: c:InetpubwwwrootSlxClientSmartPartsTicketTicketDetails_PrintView.ascx(375): error CS0103: The name ‘cmdSave’ does not exist in the current context Looking at the ascx [&hel...
Those using the Sales Order area in SalesLogix have likely run into a bug where applying discounts causes the Sales order total to calculate incorrectly. Today I am going to describe the problem and how to fix it. First lets take a look at what is going on. Lets say we add a single line […]
The Livegrid control introduced in SalesLogix 7.5.4 offers a more robust feature set than the SalesLogix datagrid. Working with the grid is largely manipulating client side code that is all compiled and rendered with the grid at runtime. There is very little in the way of server side coding that occurs for the LiveGrid. Today […]
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 go...
How to change the page title in the SalesLogix web client dynamically from the load action of a quick form.
How to change client side behavior of the SalesLogix name control in the web client
The SalesLogix group area has a lookup control, that while it looks similar to the standard Lookup Control is actually a separate control with different code base. This post describes how you can change the default conditional operator of this control.
In the SalesLogix web client, the Lookup Control is a custom composite control that is contained in a compiled Sage assembly. When you perform a lookup with this control, the operators available are based upon the type of field being looked up for. For string fields, the default operator is “Contains” The reason the […]
The SalesLogix web client there is a standard account filter for Account Manager that allows you to filter groups on specific Account Managers. You would think that adding a filter for Regional Manager would be as simple as mimicking the Account Manager filter- well, you would be wrong.
In the SalesLogix web client, the Notes/History tab is largely based on client side binding. The client side scripting handles the various functions the grid can perform like filtering. One request I had recently is to globally filter the grid to exclude certain records regardless of what filers the users selected. Now modifying the […]
In the SalesLogix web client, the new 7.5.4 notes and history grid uses the new editable grid control to display history. The grid has the complete date as one of the columns. by default the date will show as 3/22/8 for a history record completed on March 22, 2008. So how do you change the format of the date? Well let’s take a look.
Yesterday I posted information here about how, in order to set an Opportunity status to “Closed – Won” and be able to save the Opportunity that data at both the Opportunity and at the Opportunity’s Account needs to be correct. On top of those issues there are more things that are not correct with the […]
The SalesLogix web client got a new control in 7.5.4, an in-line editable grid called the LiveGrid. This grid is utilized in the Opportunity and Sales order areas to display the products for these entities. While this is a nice user-interface enhancement you should be aware of a potential issue that can occur with […]
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 […]
How to export data in the SalesLogix web client with dates in local times when exporting group information to a text file.
I recently had a client experience this issue after upgrading to 7.5.4. Whenever they would try to insert a new Account and Contact or Contact into the system they would receive “Void Sage.Entity.Interfaces.IContact.set_GlobalSyncID(System.Nullable ‘1)” as an error when they tried to save the new record. The record did save but the screen would not navigate […]
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