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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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 Author  Thread: Activities View in Saleslogix
Gopinath Srinivasan
Posts: 37
 
Activities View in SaleslogixYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 22 Feb 16 11:28 AM

Hello


We are using client server version of Saleslogix. Current production version is 7.5.


We are in the process of modifying the Priority Field in the form screen "Phone Call", "Meeting", "To Do", "Personal Activity" from Schedule menu. Instead of Priority, Introduce the new field called "Activity" and associate a new picklist. I was able to do these changes. 


I have tried to create few records using Phone Call, Meeting, To Do and Personal Activity and I was able to create the entry in the Saleslogix DB. However, when I try to view through Activities, the new field doesn't show up


 


Please advise


 


Thanks


Gopinath Srinivasan

[Reply][Quote]
Paula Shuler
Posts: 22
 
Re: Activities View in SaleslogixYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 25 Feb 16 12:58 PM

Hello,


From what I was told, you cannot make changes to the Calendar/Activity views in slgx, so adding fields into the activity window itself, you will not be able to code them to appear anywhere else. You could run a query however based of the Activity/History table to show the data you want. 

[Reply][Quote]
Gopinath Srinivasan
Posts: 37
 
Re: Activities View in SaleslogixYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 26 Feb 16 12:16 PM

Hello, 


Thanks for your response. I thought it is a bind query to the datagrid and it would reflect the field change when the underlying table changes. 


 


So I have introduced the new field in ACTIVITY and HISTORY table and also changed the query in the data grid control. 


 

[Reply][Quote]
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