Running Sql Server Integration services package from a C Sharp application
If you've ever created a SSIS package and wanted to provide a way for end users to run that package without having to run the Business Intelligence Development studio, you can compile the package into...
View ArticleInstalling a Saleslogix Web Bundle
I realized that we didn't have any sort of simple write up of how to install a Saleslogix web bundle, so for my post this month, I thought I'd list the steps in a typical installation with screenshots....
View ArticleSalesLogix Basics 3 – Radio Buttons VS Radio Group controls
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...
View ArticleSetting Billing/Shipping addresses on Insert Salesorder in the SalesLogix Web...
In a recent SLX Web project, it was requested that I add a contact lookup to the insert SalesOrder view, and when that was set, use the contact's address for the Shipping and Billing address in the...
View ArticleModifying the SalesLogix 7.5 login splash screen
Since the SalesLogix web client utilizes ASP, it’s easy to customize the look and feel of SalesLogix to add your own branding for a more personalized user experience. As an example, it’s a simple...
View ArticleForm types in the SalesLogix LAN Client
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.
View ArticleAdding/Modifying system menu items in Sage CRM
By using the Systems Menu functionality, you have the ability to customize the Administration and Main menus in Sage CRM. As an example, I'm going to add a custom menu item to the main Sage CRM menu to...
View ArticleDisplaying external data in SageCRM 200
In this post, I will outline a relatively simply process for displaying data in Sage CRM from an external data source.
View ArticleSQL Function for parsing name values
In a recent project, I had to create a SQL Server Integration Services package to basically copy contact information (which was being stored in the Account.Account field) from the Account table into...
View ArticleError: StringConverter cannot convert ‘String’ to ‘Boolean’
This error usually occurs because an entity property is set as the wrong datatype for it's underlying field. This happens because when adding a new entity from an existing table, it doesn't create...
View ArticleUsing SQL User defined functions and Cross Apply to parse SQL data
Recently, I worked on an import where I spent a considerable amount of time working out how to effectively parse data from a SQL table, for insertion into another table.
View ArticlePicklist Column types – Dispaying ticket status in the SalesLogix LAN datagrid
I recently had to build a datagrid displaying ticket information, including the current Status value. Under tickets, the Statuscode field contains the itemid from the picklist table rather than the...
View ArticleUsing SQL User defined functions and Cross Apply to parse SQL data
Recently, I worked on an import where I spent a considerable amount of time working out how to effectively parse data from a SQL table, for insertion into another table.
View ArticleUnderstanding SalesLogix Picklists data structure
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,...
View ArticleHow to Retrieve Picklist Data in InforCRM: A Quick Guide
Learn how to efficiently retrieve picklist data in InforCRM, including a detailed explanation of the picklist structure, SQL queries for header rows and items, API usage, and custom scripting examples.
View ArticlePicklist Column types – Dispaying ticket status in the SalesLogix LAN datagrid
I recently had to build a datagrid displaying ticket information, including the current Status value. Under tickets, the Statuscode field contains the itemid from the picklist table rather than the...
View ArticleUnderstanding SalesLogix Picklists data structure
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,...
View ArticlePicklist Column types – Dispaying ticket status in the SalesLogix LAN datagrid
I recently had to build a datagrid displaying ticket information, including the current Status value. Under tickets, the Statuscode field contains the itemid from the picklist table rather than the...
View ArticleBasics – Setting filters in the OpenDialog common dialog
I wanted to run through quickly how to set filters when using the OpenDialog in the SalesLogix LAN client. When using OpenDialog, it's nice to be able to define filters so that your users only see the...
View ArticleUnderstanding SalesLogix Picklists data structure
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,...
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