If you are building a group based on a date and using => for the date condition we are seeing issues on selecting the beginning date
In the new Office Profile setting that is introduced in version 8.3.6 there is a groups tab. Under that tab is a setting “Specify the maximum number of groups users can display”. If this is set to zero it is supposed to display all groups but times out on the group load. Setting this to […]
When configuring SpeedSearch you typically share the SpeedSearch Directory and all the subdirectories are now shared and available for users.
There will be times when the SpeedSearch Server is on an application server in the company domain and the web host is out in the DMZ
July 10th – 13th. Have you registered? Inforum 2016 is taking place in New York City and it’s an event you don’t want to miss! Whether you only use Infor CRM, or you use a whole suite of Infor products, this conference is sure to be beneficial. Not only can you tailor your agenda with […]
I had an Administrator ask me for the steps they needed to take in order to remove a user from the Infor CRM system.
If the Speedsearch Server is returning an error "Unable to locate the SpeedSearch Directory" and the path the system returns is \server\SaleslogixSpeedsearch
Recently an Infor CRM administrator contacted me in regards to many of their textboxes for Notes in the Infor Client. The issue was that when typing in the Notes fields, the text would continue on and on in one straight line, rather then wrapping to the next line. They want to know if there was a way to wrap that text?
*We learned today that there will not be an 04 update in general release. Instead, they are combining 04 into 05 which is due out late December. Core 04, Model 04 and SNC 04 updates are all due out soon. We will post another update when they are available for download. Here is what is expected in these […]
Often times a web implementation will have an application server that is used to deploy the web portals to a web host server. When the Saleslogix web client and SData portals are deployed and then tested an Internal Server Error is encountered on the URL, similar to the following: Http://Webserver:3333/slxclient/slxdata.ashx/$app/scheduling/-/executions?
Saleslogix will be releasing their Google Integration this month and from what I have seen, it is fantastic
Coming shortly after the SalesLogix 8.1 release is the all new “Adaptive Client” embedded right within Outlook. When you highlight an email it automatically pulls the related data from SalesLogix giving you a snapshot of the matching contact record.
In this demo we will review the most effective ways to improve the performance of SalesLogix Web and Cloud.
New features and functionality. SalesLogix v8 has been officially released, and the Cloud and Mobile clients have many improvements of which you should be aware. Watch this video to learn more:
Customer FX has created a new capability for the Sage SalesLogix web client that enables you to link multiple Contacts to a single Activity record. Once the Activity is completed, a separate History record is created for each of the linked Contacts.
Sage SalesLogix Mobile 1.2 Enhancements comming
Watch this video to learn more about Secured Actions administration in SalesLogix Web/Cloud.
Learn how to add and remove targets from a Drip Marketing campaign as well as how to sync the results back to a SalesLogix record using the Drip Marketing feature of e-Marketing.
Sage SalesLogix Advanced Analytics is a powerful, yet easy to learn and use interactive analytics solution that enables you to increase organizational and customer intelligence, shape strategic priorities and make informed business decisions. Bring your CRM data to life and maximize your investment in Sage SalesLogix CRM by analyzing data and key performance indicators from across your organization for a deeper understanding of business and team ...
This is a demonstration of the ability for users to record their billable time against a project task using the Timeslips feature of Power2Projects for SalesLogix Web/Cloud.