There is a tool within Infor CRM to align Accounts to different Account Owners. It is called Territory Realignment. There is a tool in Infor CRM to globally replace data in Contact/Account Fields. But, I cannot find a way to update Lead ownership within Infor CRM. How is this accomplished in the interface?
If you're looking for demonstration of how to create and work with project backups, as well as how to work with the Bundles Model, look no further:
Check out the new Application Architect features. We compiled a list of 10 noteworthy technical features of SalesLogix v8, take a look:
Question: I'm running SalesLogix v6.2 (I know, OLD version), and it doesn't have many customizations but the database is large. We just turned on ticketing capabilities, and the ticket window takes 60-90 seconds to open. I ran the SLX Profiler and discovered the following:
Question: I'm trying to setup SalesLogix so that a user can select a Word template within SalesLogix. To do this, I am using the LookupEdit control with LookupMode=ImFile. When the control displays the lookup directory window, the directory displayed is always the last directory that I chose a file from. The templates always exist below a Library directory (the root directory), though the templates may exist in a sub directory. As an exam...
Question: Is the HasPermissions function stored at the database level in SalesLogix, and in which table/fields?
Question: I have a data form named EventDoc_Attachments within the Eventix family in SalesLogix: Sub ManageAttachments(Sender) Application.BasicFunctions.DoInvoke "Form", "Eventix:EventDoc_Attachments" End Sub
Question: I would like to add a printer icon to a button I made in SalesLogix that prints out a datagrid, instead of the word "Print" that is currently there. How can I add the icon?
Question: How can I restrict/filter an Opportunity lookup based on an Account lookup in SalesLogix?
Question: Can you tell me how to sort a column in a grid in descending order in SalesLogix?
Question: Do you have an example for how to add fields to the treeview in the Add Opportunities Products screen in SalesLogix? I'm trying to show the actual id, quantity, and name but it seems like only one field can be displayed.
Question: In SalesLogix is it possible to link a Ticket to Opportunity by making the link go to System:Opportunity Details:Products? I'm trying to make it so that when a control is clicked and it links to an Opportunity, the link will go straight to the products tab.
Question: Can you provide me with code to get selected acccountid/s in the listview in SalesLogix? As an example - if I select 4 accounts I will need to get 4 accountids.
Question: In SalesLogix I am trying to run a query, and after the query is executed I would like the results to be displayed in the field cboProductType. I applied the following code to my form but it's not working:
Question: I need to read data from a SQL database that is sitting on the same server as SalesLogix, and insert the records from the database into SalesLogix. My problem is I'm not sure how to prepare a connection string for the external database. Provider=Microsoft.sqloledb;Database=dbname; server=servername; uid = user; pwd=password Can you provide me with information/instruction?
Question: If I'd like to add customized code to the "Merge Records" function of Accounts and Contacts in SalesLogix, can I catch the clicking on Merge's OK button event or modify the Merge Records View?
Question: I'm running SalesLogix v7.2.1 and I need to increase the product price field to 4 decimal places. How can I do this?
Question: I'm trying to re-size a form similar to the Time Zone Calculator dialog of Schedule in SalesLogix. I can't find the form in Application Architect, how can I implement a form like this?
Question: In SalesLogix I'm trying to use the Sender object from a control change event, specifically to access the original value in the control after the change event is fired. I can't find any information on the Sender members that are available. Can you suggest reference guides that might provide me with more information?
Question: In SalesLogix I have a LookupEdit control that works without issue in insert mode, but in edit mode the button and lookup functionality are disabled. Am I missing something?