Implementing SalesHQ Portal: Configure SalesHQ

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

After a company has been registered with SalesHQ and you logout and back in, the menu will update with the menu items for the SalesHQ configuration windows:

Administration menu showing CustomerHQ

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Adventures With A Raspberry Pi: Series Index

Raspberry PiI’ve looked at the Raspberry Pi a number of times over the years, but never bought one as I both lacked a convincing use case and have virtually zero experience with non-Windows operating systems. However, more recently, I have reached my limit with how intrusive online adverts have become and have finally bought a Raspberry Pi and installed Pi-Hole.

I have a number of posts about my adventures with a Raspberry PI in which I am going to be looking at how to assemble and install the Raspberry PI as well as my experiences with Pi-Hole and probably some other software.

If you’re reading this post on azurecurve, this index will automatically update, otherwise you need to check back to the original post.

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Implementing SalesHQ Portal: Portal Deployment on Azure

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

This is a step which ISC Software will perform, but some information is required for this to be accomplished. In the last post in this series, I showed how to register a company with SalesHQ; this generated a unique GUID for each company.

For ISC Software to deploy the portal, they need the Company ID for each company registered.

Run the script below against your Elementz database, to extract the CompanyID GUIDs:

/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk) This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int). */
SELECT DynamicsDB,CompanyDB,CompanyId FROM CustomerPortalCompany

Once you have this information reply back to the Azure settings email you received before installing the connector service.

Disable Push Notifications In Vivaldi

Vivaldi BrowserThere are many irritating features of browsing the web with push notifications being the current one which is bugging the crap out of me. So many sites are asking to allow push notifications and I can rarely, if ever, see any reason why anyone would allow them.

I migrated to the Vivaldi browser a while ago which is based on Chromium. This means it has access to the Chrome extensions store and also a lot of settings in common with Chrome. One of these is the ability to block notifications without being prompted.

I’ve searched for the setting in the Vivaldi GUI without success, so need to fall back on the settings page address of chrome://settings/content. Select the Notifications section (ringed in red):

Vivaldi Content Settings page

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Install New Theme In Notepad++

Notepad++I did a post a little while ago on changing the theme in Notepad++, which was brought about by preferring to use dark themes in a lot of apps (such as Outlook.com and here on azurecurve|Ramblings of a Dynamics GP Consultant). With Notepad++ I’ve found that I don’t actually like any of the default dark themes so took a look round to see if I could add a new one.

Fortunately, it is possible and there are a number of themes people have created which can be downloaded and used. In this post, I’m going to show how to install and use a new theme.

The theme I have decided to try is Dracula:

Dracula: A dark theme for Notepad++ and 50+ apps

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Implementing SalesHQ Portal: Client First Run

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

After installing the Microsoft Dynamics GP client component, you need to run Microsoft Dynamics GP as administrator as you will be prompted to include new code; click Yes to do so:

New code must be included...

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Implementing SalesHQ Portal: Install Dynamics GP Client Components

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

The client component of SalesHQ allows you to configure the portal and grant access to customers and sales people and so needs to be installed on all Microsoft Dynamics GP client machines.

With the file you downloaded from ISC Software’s secure file transfer site, launch the Dynamics GP client MS installer and, on the Welcome step click Next:

Welcome to the Elementz - CustomerHQ Setup Wizard

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Implementing SalesHQ Portal: Start Connector Service

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

The final step in configuring the connector service, is to start the Elementz CustomerHQ Connector; if you’ve used an account which is already has log on as a service rights, you will not need to perform this step.

To start the service, open Services (the easiest way is to launch the Run prompt (Win+R), type services and hit return). Scroll down and find the Elementz CustomerHQ Connector service, right-click and select Properties:

Servies window with Elementz CustomerHQ Connector selected

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More Changes for VAT in Microsoft Dynamics GP April 2019 Hotfix

Microsoft Dynamics GPSnuck out just before the Easter bank holidays was a new hotfix with some fixes in for the following in UK VAT:

  • To submit the file to HMRC you had to be logged into Microsoft Dynamics GP as user SA.
  • You may incorrectly receive an error in VAT Daybook Obligation period dates do not match with the VAT Daybook Calendar.
  • VAT submission changes required by HMRC.

The post on the Dynamics GP Support and Services Blog is here.

The hotfix is inclusive of the February hotfix changes and can be downloaded via these links: