It is possible to clear the user settings in the CRM LAN client (formerly SalesLogix) using a SQL query.
The Lead conversion to a contact will fail if you are not filling in the entire address for the lead. There won't be any message telling the user that the address is insufficient just a failure
The Quick Find functionality in the SalesLogix web client is a fast and easy way to look up information from many different areas in SalesLogix, but did you know you could modify the layout of the various lookups displayed in that interface? The functionality is a little hard to find if you don't know where to look, but this post will explain how you can modify the Quick Find lookups.
In this post I'll outline some of the functionality available to you in the Standard Ticket Activity support script for SalesLogix LAN. As with the other built in SalesLogix scripts, access to this functionality allows you the ability to control the various processes regarding ticket activities. Most of these functions and methods deal with populating the activity and history tables.
The SLX_Common script included in SalesLogix contains a number of simple, yet useful, functions that you can use within your own functionality to save yourself some time by not having to reinvent the wheel each time you need some simple functionality.
In a recent project, I used triggers to enforce some data rules in the Ticket area of SalesLogix. We did this because our client was using both the LAN as well as the Web clients. We were having some difficulty seeing changes in the LAN client when values were set in the Web, and vice-versa.
Back in January, I posted about the SalesLogix picklist data structure, and outlined how to use the data found in the picklist table to populate other controls such as comboboxes and listboxes. You can find that article here.) If you are performing customizations to version 7.2 or later of SalesLogx, this processes can be greatly simplified by using Application.Picklist instead of directly querying the database.
Did you know that you can include SQL views in SalesLogix? This can be a very handy method to include data that is not normally part of SalesLogix. It is important to note, that these changes are not sync-aware. However if you are running SalesLogix LAN in a network only environment, this can be a helpful way to include data from external sources.
Prior to version 7, there was limited access to those activity and history areas in SalesLogix. In a recent project, I had to perform a series of tasks upon completing an activity with a particular Type/Category/Result combination. This had to be done in an 6.2.1 system. In order to do this, I had to modify the OnCompletedActivity active script. I wanted to briefly wanted to outline the modifications I made to this area, just for anyone who i...
From time to time, you may find that you want to reference a control or script on a form other than the one you are currently on. This can be done easily using the Forms collection in SalesLogix.
In my last blog post, I described how to use the Progress Bar control to provide feedback to a user when running time intensive processes. In addition to the Progress Bar control, the Animate control can also be used. Animate ControlThe Animate control is very simple to use. A number of animations are inlcuded to cover standard […]
When performing lengthly updates in the SalesLogix client, it's a good idea to provide the user with some degree of feedback so that it doesn't appear as though SalesLogix has locked up. The Progress Bar control, can be used for this purpose:
The opportunity snapshot on the Opportunity Detail view is a handy place to display summary information, but customizing it can be a bit confusing.
For my next few blog posts, I'll go through the steps required to create a new main area in SalesLogix.
I wanted to take this blog post to briefly outline the different types of Forms available to you in the SalesLogix LAN client, mostly for anyone who is new to creating views and customizing SalesLogix.
The SplitterPanel control in SalesLogix gives you the ability to partition a view into sections, and gives you the ability to resize the panels at run-time by dragging the splitter line on the control.
By using ADO, you have a powerful resource for reading and storing data in SalesLogix. In this basics article, I'll outline the main components involved in constructing and using an ADO recordset in general, and specifically with SalesLogix . If you've never worked with ADO before, this simple example will give you what you need to incorporate ADO into your own customizations.
Recently, I've been working on a customization which calls for one of a number of Merge Forms to be ran based on certain criteria. This is a pretty simple process, and here's how I did it: First of all, I need to get the pluginid for the appropriate Merge Form, based on my criteria. This can be found in the "Plugin" table, based on the plugin type of 25, and the name of the Form. In this case, these forms have been created b...
For this basics article, I just wanted to outline the differences between the Radio Button and Radio Group controls, and when you would want to use one vs. the other. Both controls provide a similar sort of interface to end users, allowing them to select one out of many available options. Differences in how the […]
Picklists in SalesLogix are a very useful tool, but did you know you could also you values from an existing picklist to populate other list-based controls such as ComboBoxes, CheckListBoxes, ListViews... even Radio groups? You simply need an understanding of the structure of picklists in SalesLogix: