Designing Reporting Filters in SalesLogix
When a SalesLogix report is run, you normally see two different kinds of filter options/parameters. The purpose of this post is to explain what they are and how reporting filters in SalesLogix are different.
Continue readingCreating and Naming SData Feeds in SalesLogix
SalesLogix allows you to access your data via the new SData webservice feeds that are hosted as a part of the SalesLogix web client. Normally to enable your SData feed, all you have to do is check the "Generate Feed" option on the entity that you wish to create the feed for. The feed is…
Continue readingSalesLogix Reporting Basics
We frequently get questions about the reporting functionality in SalesLogix. So here is some information that should give you a pretty good idea about how the reporting works and how it interfaces with the SalesLogix database.
Continue readingHow to pull data from a sub-grid on a parent form in MSCRM
In Microsoft Dynamics CRM 2011 it is possible to pull data from a sub-grid on a parent form when a page loads to read the values.
Continue readingSalesLogix Web and Database Views
Adding a database view into the SalesLogix web architecture can be a tricky process, due mostly to the fussiness of NHibernate. What follows is a step-by-step guide to help you through the process.
Continue readingSalesLogix Mail Merge DLL Installation Issue
We recently ran into an issue in SalesLogix version 7.5 sp3 where the mail merge did not work after an install. Clicking on the write->email menu would bring up the following message:
Continue readingSalesLogix - StarfishETL Auto Map Feature
Recently we were tasked with importing data for a client who acquired a company that also used SalesLogix. There were a couple of Account based tables that needed to be imported for historical reference ONLY.
Continue readingConcatenating Multiple Rows in SQL
SQL is often overlooked for programming capabilities. The concatenation function below saved me a lot of time in application programming to simplify presenting a 1-Many data relationship. This function has been extremely useful for me in report writing, data presentation , etc. The function takes…
Continue readingSalesLogix WEB Group Issues
Here's the problem, you click on the group, for example your "Customers" group, and it does not actually show your customers; it still shows "All Accounts" or whatever you were last viewing. In addition to this, if you were to look-up an Account while in this group that is…
Continue readingCreating OnChange and OnSave events in SugarCRM - Part 2
In the first post in this series on SugarCRM onload and onchange events I looked at how to add the events to the edit view. In this post I will look at how to call a function from a JavaScript file. In my third post, this will allow us to add JavaScript code that is more useful than an alert.
Continue readingCreating OnChange and OnSave events in SugarCRM
When I started digging into customizing SugarCRM I often found it difficult to follow along with suggested solutions. I mainly searched the SugarCRM forums for help on specific questions. Most of the time I could find sample code but not the information on how to use it. In this blog post I…
Continue readingSugarCRM Auto-Increment Field
An OnDemand client of ours recently had a need for an auto-incrementing number in SugarCRM. They had some fairly specific requirements, including a reference to the current year, a “-“ and, of course the auto-incrementing number that was comprised of 4 digits.
Continue readingDate Fields and SQL Views in SalesLogix
I recently ran into a client issue where several SQL views were built to support generation of some dashboard and reporting outputs. When retrieving this data, there was a need for filters based on the standard SalesLogix Opportunity EstimatedCloseDate field.
Continue readingSalesLogix Web Dashboards and Sales Processes (3 of 3)
We are now ready to put the pieces together. Log on to the web client and click on the Welcome navigation item.
Continue readingSalesLogix Web Dashboards and Sales Processes (2 of 3)
Open Application Architect and in Project Explorer expand Entity Model > Packages > SalesLogix Application Entities > Opportunity > Filters. Right click on Filters and click on “New Filter”. Build a “Boats” filter as shown in the screen shot. There are a number of things to be aware of…
Continue readingSalesLogix Web Dashboards and Sales Processes (1 of 3)
The SalesLogix web client provides users with both Dashboards and Sales Processes straight out of the box. However, combining the two to display the state of your sales process in meaningful ways is murky at best. What follows then is a basic “how-to” for configuring these two features to work…
Continue readingUpgrade Considerations for upgrading to SalesLogix 7.5.3
Every so often we come across a client who wishes to upgrade from a SalesLogix instance setup on SQL 2000. This discussion usually comes up when we start the process of analyzing hardware requirements for the upgrade. Here are a few key points that come up in order to help with understanding the…
Continue readingExport Groups Containing Pick List Values to a File in SalesLogix
Many times when building a group, some of the columns will be required to display a value from a pick list. This is easily accomplished by setting the “Format Type” property of the column to the value “Picklist Item”.
Continue readingCreating a Quote in SalesLogix Web Using Mail Merge
In SalesLogix Web, when you create an “E-mail/Letter/Fax Using Template” it can be a little confusing what happens to the document and how to update it. Here are the steps for creating and updating a Quote using the Mail Merge engine.
Continue readingAdding SalesLogix Address Lists to the Outlook Addressing Tab
Adding Sage SalesLogix Address Lists to the Outlook Addressing tab allows users to perform contact name resolution. Contact name resolution occurs when a user types a contact name in the To, Cc, or Bcc fields in an e-mail message. Outlook then reconciles the contact name with the information in the…
Continue readingSalesLogix - Activating Advanced Outlook Integration
When Advanced Outlook Integration is activated, the following features are enabled. All other Advanced Outlook Integration features require no activation. This information can also be found in the Sage SalesLogix Implementation Guide v7.5.
Continue readingSalesLogix How to Track Entity Change for 1-1 Extension Table
I recently had to implement this change for a client that needed to track if a property on an extension table changed and apply a business rule based on the original and new value.
Continue readingAdding a Multi-Select Picklist to Microsoft Dynamics CRM 2011
Microsoft Dynamics CRM 2011 doesn't have multi-select picklist controls available. The standard CRM picklist can only save one value in the database and it is not easy to extend this functionality. In addition, you have to deal with the Advanced Find Feature.
Continue readingSalesLogix 7.5.3 WEB Error when using Mail Merge in Internet Explorer
"There was an error in ExecuteWriteAction(). Object doesn't support this property or method. Details: name=TypeError; number=-2146827850."
Continue readingHow To Increase Saleslogix Web Session Timeout
Are you or one of your users experiencing short session times and getting logged off after just a few minutes of inactivity? Well the fix is just a few clicks away.
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