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Inability to query non ACO groups using the SalesLogix SData system groups...
I recently ran into an issue when trying to use SData to retrieve group information for groups other than Account, Contact, or Opportunity groups.SalesLogix stores non ACO groups as a different plugin...
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Is there a way to stop the Send SLX process from automatically attaching...
Is there a way to stop the Send SLX process from automatically attaching files to SalesLogix when you attach a file in the email?...(read more)
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Nov 26, 2012 - Using the Query Builder in SalesLogix
Attend the Workshop - Using the Query Builder in SalesLogix!Event details:Monday, November 26, 2012From 2:00 PM Central to 2:30 PM Central(8:00 PM GMT to 8:30 PM GMT)See Workshop DetailsRegister Today!
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Does SalesLogix Mail Merge work for Both Account and Contact Groups??
SLX LAN v7.2.1 I created a group in ACCOUNTs with some criteria for the contacts and other ACCOUNT table fields. There are a total of 50 records. But when I go to do the mail merge the count does not...
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Dec 03, 2012 - Importing a Group of Leads in SalesLogix
Attend the Workshop - Importing a Group of Leads in SalesLogix!Event details:Monday, December 03, 2012From 2:00 PM Central to 2:30 PM Central(8:00 PM GMT to 8:30 PM GMT)See Workshop DetailsRegister Today!
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Dec 10, 2012 - SalesLogix Web - Navigating the Web Client
Attend the Workshop - SalesLogix Web - Navigating the Web Client!Event details:Monday, December 10, 2012From 2:00 PM Central to 2:30 PM Central(8:00 PM GMT to 8:30 PM GMT)See Workshop DetailsRegister...
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How do you use the "exit sub" in SalesLogix to prevent a form from closing???
I was trying to use "exit sub" on AXFormClose to prevent closing the form but I cannot get it to work correctly. if flag<>"Y" then msgbox ("Please select Campaign Response "), 64,"...
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Introducing the SalesLogix Mobile Developer Toolkit
I am very pleased to announce a new & free open source tool from Customer FX named the SalesLogix Mobile Developer Toolkit. This toolkit will make your life easier when working with the SalesLogix...
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How do I change the color of a SalesLogix field based on a value in the field?
I think this is probably something easy to do, but I have no clue. I want the color of a SalesLogix field to change if the field contains "Retired" from a picklist. This is for the Satus field on the...
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How do I capture the value for the 'objMainView.Caption' in the code I have...
SLX 6.2 I have a form which I launched via the code below Set objMainView = Application.MainViews.AddEx("System:XYZ", 0, False, 1, "", "") objMainView.Caption ="Cancel ABCD" objMainView.ShowModal On...
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Field level security restrictions causing errors in the SalesLogix Web Client
I recently had a client that was experiencing errors trying to navigate to Account records in the SalesLogix web client. The errors that were displaying were similar to: "Component Parameter name: The...
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SalesLogix Web Form Designer
New to the Sage SalesLogix v8.0 Web Client is the Web Form Designer. This tool will allow a user, with a proper role assignment, the ability to modify main entity forms in the the web client using...
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Can you make Mail Merge work with Accounts Only??
We have SLX LAN v7.2.1. We are running into an issue where we have some accounts that do not have a contact with an email. Some of our accounts only have a general email (i.e. sales@mycompany.com), the...
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Inability to edit or delete sales order or Opportunity products in the...
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...
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Why am I the only one that can view a new Crystal Report that I have created...
There is a new Crystal Report that does not open on any workstation except mine, which is where the Crystal Report was created. Is there a setting that needs to be updated to allow any workstation to...
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Is there a way in SalesLogix to not attach gifs and jpgs from email signatures??
We have SLX LAN v7.2.1. Is there a way to not allow SalesLogix to attach jpg or gif into the attachments tab for email signatures. We are noticing the majority of the files in the attachment tab are...
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How do I add fields to the Opportunity Form in SalesLogix?
I need to make some changes in the SalesLogix Opportunities screen, I need to add two fields to enter additional data regarding the opportunity. (say, Amount funded). ...(read more)
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Is there a way to get the users security team owner of a record as a literal...
I know it's possible to return the USERID in a query builder condition using :USERID and setting the condition to use the value as a literal. Is there a similar way to return the SECCODEID? ...(read more)
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Can you update a Custom field during a Mail Merge?
Whenever a user attaches an email or leaves a note, phone call etc. anything that creates a history to a contact or account it updates a custom field in the ACCOUNT table. We did this by adding some...
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I want to access a SalesLogix form from a button, should I use a Data Form or...
I have a SalesLogix form that displays a chart, I added a button that when clicked it's supposed to open another form "C_myForm" (created it as a Data Form in the architect) that is made up of a...
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