I had a question this week regarding Library Files. This particular customer has a monthly price sheet that needs to be delivered to Sales Representatives, so they can properly quote customers. In the past this has been emailed, but often lost in the...

Don't miss out. Yesterday I received a Sage Business Partner email that announced new Sage promotions for SalesLogix and MAS 500. The email didn't specify how long the promotions last. If you are interested, contact your Business Partner.

We recently had a request to do some customizations for a client who wanted some validation done when completing an activity.  The only problem was they were on 6.2.  As you might know the Activity screens in SalesLogix 6.2 are part of the application...

So we have about 20 reports left to update as move onto the SalesLogix Opportunity Summary Crystal Report. I reviewed this report in SalesLogix Opportunity Reports (Part 2) dated January 13th of 2009. This is what I wrote about todays report. Start Excerpt...

With SageCRM, you can view data from external sources such as your accounting system

I recently had a project which required me to populate the strings collection in an AutoComplete control from data contained in the database. I wanted to take a second to outline how I populate the control's strings, as well as create a reusable script to simplify the process in the future

How to set the current group in the SalesLogix 7.5 web client

As we continue adjusting the Crystal reports that come with a standard implementation of Sage SalesLogix we come to the Opportunity Detail report. I wrote about this report in a blog post on January 6th 2009. Here is the link if you want to revisit the...

Learn how today! Creating contact processes in SalesLogix can be a great way to simplify the tasks your users perform everyday. In today's workshop, "Creating a Contact Process - SalesLogix v6.2 and Above", you will learn how to create simple contact

In the SalesLogix 7.5.1 web client we found an issue with breaks in group members when there are multiple per-Account group members.

If you missed it... Last week I sent out the Customer FX June 2009 Newsletter. If you are not on my mailing list, but have an interest in viewing the lastest news, you can still do so. The newsletter is attached, enjoy!

The orginal post was written using a 7.2.2 version of SalesLogix and I am happy to report that the 7.5.1 version of this report was updated fixing the date formatting issue. The percent sign for probability was also addressed by simply adding the percent sign in the label and removing it from the details section of the report. This version of the report is update with a new color scheme and the subtotal are much more to the point. Looks pretty good but for the heck of it I am going to make some changes to the report just because I can.

From time to time, you may find that you want to reference a control or script on a form other than the one you are currently on. This can be done easily using the Forms collection in SalesLogix.

While there are many ways of querying data in the SalesLogix entity model, including using the DataServices, or IQuery to run a direct query to the database, SalesLogix also has provided a Picklist assembly for working specifically with picklists.

I made it through two very challenging weeks of Annual Training and I am ready to restart our efforts on fixing and adjusting the standard Crystal Reports that come with an implementation of Sage SalesLogix . I wrote a blog post on January 6th of this year. Here is the link if you want to revisit. This is what I wrote on the "Forecast by Account Manager" report.

I was working with a Client this week on SAGE CRM.com. Although this product looks similar when looking at the interface. They are several very large differences when you take a closer look. In Sage CRM you have an area for High Level User Configuration...

All editions of SageCRM come with the ability to create and activate a web lead capture screen. New leads are critical to most companies so why not enable your prospects to communicate their interest in your products and services while they are browsing...

Now is your chance to learn how! Have you always wanted to create your own Sales Processes in SalesLogix but weren't sure how? If so, today is your lucky day. We are holding the workshop, "Creating a New Sales Process - SalesLogix v6.2 and Above", at 2pm

Recently I ran into a problem where I was unable to load a SSIS package into a SQL 2005 Server instance.  I received the following error:   The SQL Server specified in Integration Services service configuration is not present or is not available...

During a recent trial upgrade from SalesLogix 7.2 Web to 7.5 Web we encountered the following error while browsing through the web client- "No row with the given identifier

That is the question. If you have been considering SageCRM as a possible CRM system you may know that you have the option of having it hosted or on-premise. It is nice to have options, but how do you know if SageCRM or SageCRM.com is the right choice for you?

In addition to the client side aspect of ERP Link there is a "server" side component that allows the ERP Link Queries to run and populate the data in SalesLogix. The queries provide the data that you see in SalesLogix for a customer like YTD sales, open payments, open invoices, etc. These data queries can only be executed through the ERP Link Sync utility. If you do not set up and run this utility, you will not see your financial data in SalesLogix!