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How to disable the Name control on the Contact detail screen in the...
I was recently asked how to disable typing into the contact name field on the contact detail screen in the SalesLogix web client. The intent was to force users to have to click the pencil to have to...
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How can I use Mail Merge with microsoft vbscript functions (or SalesLogix...
How can I use Mail Merge with microsoft vbscript functions (or SalesLogix functions)?...(read more)
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How to insert all users into a given role in the SalesLogix web client
The SalesLogix web client requires you to add each user individually into the Role that they should belong to. When you first implement the web one of the first things you should do is to add all your...
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How do I manage the Edit menu and Deletion options for a new SalesLogix Entity?
I've created a new SalesLogix entity, lets say its called Invoice. So, I have an Invoice MainView, DetailsView, etc. I need to change the edit menu functionality for this entity. Deletion should be...
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How to turn off the user log in timeout option for all users in the...
In the SalesLogix web client each user has to specify if they want to be automatically logged off after a period of inactivity. I was recently asked if there was a way of setting this to be off for...
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When a Modal Form is Popped, Can I still Programmable Change the Detail View...
I have a modal form that I am popping up that lists several accounts in a grid. When you click on one of those accounts, it changes the detail view in the background to display the detail of the...
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Webcast Wednesday Starts This Week!
Have you registered? We're dedicated to providing you with as much SalesLogix related information as possible, and because of this we decided to start Webcast Wednesday. Check out the schedule for this...
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How to tell if a control is in a dilaog at runtime in the SalesLogix web client
I recently needed to check to see if a user control was open in the SalesLogix dialog workspace when the page loads. In this scenario the same user control was being used in both the tab workspace...
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May 14, 2012 - Global Replace - Updating Records
Attend the Workshop - Global Replace - Updating Records!Event details:Monday, May 14, 2012From 2:00 PM Central to 2:30 PM Central(7:00 PM GMT to 7:30 PM GMT)See Workshop DetailsRegister Today!
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Is it possible to drag and drop an attachment from the Account Attachments...
Question: Is it possible to drag and drop an attachment from the Account Attachments tab into an Outlook email? A user tried this and only the URL of the attachment was pasted. ...(read more)
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Link Multiple Contacts to a single Activity record
Customer FX has created a new capability for the Sage SalesLogix web client that enables you to link multiple Contacts to a single Activity record. Once the Activity is completed, a separate History...
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Can any one suggest me how to integrate SKype into sales logix windows client?
Can any one suggest me how to integrate Skype into SalesLogix windows client? ...(read more)
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Creating Pivot Tables and Graphs in Excel
Check out this video by clicking HERE to see a demonstration on how to quickly create multiple SalesLogix reports using Excel Pivot Tables....(read more)
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Error accessing components in the VirtualFileSystem in SalesLogix Application...
I recently ran into an issue on a VFS under GIT source control where I had checked out a different branch and was then unable to get to the Opportunity quickforms via the Application Architect. I was...
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How can I pass some text to display in the body of the new notepad document...
I am using Application.BasicFunctions.DoInvoke "Open", "(location)" to open notepad (as a test). Is there any way I can pass some text to display in the body of the new notepad document that gets...
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May 21, 2012 - Creating New Toolbars and Icons - SalesLogix v6.2 and Above
Attend the Workshop - Creating New Toolbars and Icons - SalesLogix v6.2 and Above!Event details:Monday, May 21, 2012From 2:00 PM Central to 2:30 PM Central(7:00 PM GMT to 7:30 PM GMT)See Workshop...
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How do you merge contacts or accounts that don’t show up in the same list?
How do you merge contacts or accounts that don’t show up in the same list? Create a new query group or adhoc group that contains those contacts or accounts – is that the only way? ...(read more)
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This Coming Week on Webcast Wednesday...
Customized Solution, Asset Tracking, e-Marketing. Join us May 2nd starting at 1pm CDT for Wedcast Wednesday! This weeks topics will include:...(read more)
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What is the purpose for .slp files in SalesLogix?
Trying to get a better understanding of the .SLP files and what they are used for. Can anyone give me some information on what they are used for and generally what role they play within SalesLogix?...
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How do you customization the Create Oppportunity Function when converting a...
When converting a Lead to an Account there is an option to create an Opportunity as well. The problem we're having is that none of the information from the Lead is being set in the Opportunity(mainly...
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