Creating 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.
Continue readingSalesLogix MSSQL Maintenance Plans
When setting up a new instance of SalesLogix on a Microsoft SQL Server I generally setup two maintenance plans using the Maintenance Plan Wizard. Note that if you are using SQL 2005, make sure you are running MS SQL Service Pack 3. There was an issue in earlier versions of SQL 2005 that caused…
Continue readingIs there a way to set the Opportunity defaults for all users in SalesLogix?
Is there a way to set the Opportunity defaults for all users in SalesLogix? A client recently wanted to change the default estimated close date for new opportunities in SalesLogix to 1 month from 2 months. The Tools -> Manage -> Opportunity Defaults menu item was disabled for all users, so…
Continue readingSalesLogix Group Of Opportunities Estimated To Close This Month
Today I was asked about creating an opportunity group in SalesLogix that contained opportunities estimated to close this month.
Continue readingWhy Video Games Provide A Model For User Adoption
Videogames have it right. They start you out learning some basic skills and expand on those slowly based upon your accomplishments. In other words you can't kill the monster until you can hop from rock to rock.
Continue readingHow To Create A Sage SalesLogix Provider Plugin For Custom Security
This example shows how to create a dll file that will augment security in SalesLogix by wrapping around the existing security of Saleslogix. This modifies sql statements as they come through the SalesLogix Provider. So you have: If this table is in the join, add to the where clause.
Continue readingSalesLogix Group of Contacts with Activities Completed Today
The simplest way to go about this would be to set a condition of Contact.History.CompletedDate within the last 24 hours. Even by cutting this down to 12 or 8 hours, this is not an exact formula and could cause incorrect data to show.
Continue readingTechnology Advisors, Inc. Named Top SFA Training Company
The Sales Training Community at TrainingIndustry.com announces the “2009 Top 10 - Sales Force Automation Training Companies”. This list recognizes the leading sales training and consulting companies that provide training on sales force automation tools (SFA).
Continue readingSage SalesLogix Application Architect - Jump to Error
In the Sage SalesLogix Application Architect after completing all of your new web customizations I occasionally run into some errors while building the web platform. (Imagine that!)
Continue readingSalesLogix: Using Activity -> Members
When an Activity is scheduled in SalesLogix it is automatically assigned to the user creating the Activity. This user is the Activity Leader. The Activity Leader then has the option of adding other SalesLogix users to the Activity via the Members Tab.
Continue readingCapturing History in SalesLogix
We recently had a request to capture the changes made to a grid on an Opportunity Tab in SalesLogix.
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