back to top

Tag: SalesLogix 7.5.4

Saleslogix v7.5.4 Web Client – Unable to Drag and Drop files

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 other Desktop Integration functionality...

Sorting an SData base grid in the SalesLogix web client

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 implementation.  Because of this...

Inability to edit or delete sales order or Opportunity products in the SalesLogix 7.5.4 web client

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 setting isn’t set on the...

SalesLogix 7.5.4 web client error when Generating Print View and having toolbar buttons with Role Security

 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 file that is generated from having...

A rounding issue in the SalesLogix 7.5.4 Sales Order area and how to fix it.

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 item to our Sales order that...

Restricting the SalesLogix LiveGrid- Restricting Sales Order Add Products for Available products

 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 I want to show how...

Adding a label to show when filters are active in the SalesLogix web client

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.

How to change the Page Title from a quickform in the SalesLogix Web Client

How to change the page title in the SalesLogix web client dynamically from the load action of a quick form.

Modifying the appearance of the Name Control dialog in the SalesLogix 7.5.4 Web Client

How to change client side behavior of the SalesLogix name control in the web client

Changing the default condition operator in the SalesLogix Group Lookup Control in the SalesLogix 7.5.4 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.

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.