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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.

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Thread: Viewing data from another database/source

SLX_Novice
Posts: 246

Viewing data from another database/source Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 15 Feb 08 10:35 AM

Hi all.

Currently, our sales data is in a source that is another SQL database separate from our SalesLogix database. I would like to be able to see sales data for a customer when looking at it in SalesLogix, now everytime we look at notes, attachments for a customer we have to get out of SalesLogix to then go to our other database and look up their sales data.

How can we view sales data from another source in SalesLogix.

We are using SalesLogix v6.2.6 (upgrading to v7 later this year)
Our sales data has the SalesLogix Account ID as one of the IDs a customer may have.
Ideally, we would like the data displayed in a form where the user clicks the button and the form displays the information, but if that's not possible then text boxes would do.

Thank you in advance!

[Reply][Quote]

Phil Parkin
Posts: 819

Re: Viewing data from another database/source Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 16 Feb 08 3:23 AM

Do you have remotes? What I'm wondering is whether the data needs to be fired into the SLX database (if 'yes'), or whether you can just create a View that displays data from the other source.

[Reply][Quote]

Robert Levine
Posts: 132

Re: Viewing data from another database/source Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Feb 08 8:53 AM

You are in luck. There is an article on this forum which may help you:
http://www.slxdeveloper.com/page.aspx?action=viewarticle&articleid=37

[Reply][Quote]

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