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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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Massive SLx customizations
Posted: 09 Jan 09 3:21 PM
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I have a few questions that that I would appreciate any help on. We are looking at writing an industry specific app to replace an old app that is about 10 yrs old. Anyways, I think that it would be ok to build it in SLX and would speed up our time for delivery. My questions are:
1. Can the opening SLX splash screen be changed?
2. Can you basically "hide" contacts as they really wouldn't be needed?
3. Can you change the name of a major module (i.e. Account to Customer)
thanks,
Dave |
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Re: Massive SLx customizations
Posted: 09 Jan 09 3:34 PM
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1) Yes. I can post the details on this when you're ready to do it
2) Sort of (but not completely unless you drop some OOTB functionality too). You can hide the contact areas easily enough (Contact MainView, contact tabs under accounts, opps etc, even contact lookups on activity & history screens if you're on a recent enough version of SLX), however there are many places in the product that would require the use of a contact, such as Mail Merge. You could side these areas too if wanted.
3) Yes, with the localization toolkit and some customization tweaks |
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Re: Massive SLx customizations
Posted: 09 Jan 09 3:55 PM
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Thanks Ryan. I think that gives us a place to start. As for dropping Contact, I probably would as well as Opps. Most everything would be tabs under the account and no mail merges so that shouldn't be an issue.
Localization Toolkit? Seems I remember hearing about that at one of the Insights back a year or 2 ago. Is that something we can download?
thanks,
dave |
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Re: Massive SLx customizations
Posted: 10 Jan 09 2:40 PM
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Ok.. I'll bite. why would not need contacts?
Then that would mean you don't need calendar, tickets, history, opportunities, mail merge, campaigns.
Which raises the 50million question... You're using Saleslogix because......? Seems like an MS Access application. |
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Re: Massive SLx customizations
Posted: 12 Jan 09 8:14 AM
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Mainly because the accounts will serve as "Customer" which is an individual. They also won't have any sales or services to track which wold eliminate opps and tickets.
I did think quite a bit about access, but, there may be a need for a remote client and there will be quite a bit of integration to outside apps.
thanks,
dave |
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Re: Massive SLx customizations
Posted: 12 Jan 09 4:55 PM
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I am going to go ahead and share my thoughts on this. If I was you, I would rather hide the Accounts module rather than the Contacts Module.
In general, SLX is Contact Centric as already explained by many here.
Now, you do need to have at least an account, but I would suggest you go with the "One Account per Contact". Basically, on the "Insert Views" you hide the Account Fields and auto populate them with certain info (such as Account = LastName + ', ' First, Owner and Account Manager.
If you do this, you could always take advantage of any of the SalesLogix features such as Calendar, Outlook Integration, Tickets, Mail Merge, Campaigns, etc.
Also, if you ever wanted to use Third party components it would make it much simpler.
Trust me, it may seem to be the same thing that you are proposing, but there is quite a bit of difference. |
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Re: Massive SLx customizations
Posted: 12 Jan 09 5:35 PM
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Good point. I didn't think about that. Is there a way to "hide" the first pop up screen when you insert new contact/account that asks if you want to insert for this account, new contact and account, etc?
thanks,
dave |
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Re: Massive SLx customizations
Posted: 13 Jan 09 5:13 AM
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Yes you can.... There is a number ways to do it... But probably the easiest would be to use code to select the radio button and click the button. You can insert that code into the AXcreateform of that window.
From there you can hide all the Account info. |
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