In the SalesLogix web client in 7.5.3, the Common tasks that appear in in the list and detail view for an entity are defined in the Common Tasks Tasklet. Today I will show you how to add the standard group tasks of “Save Records as Group”, “Promote to...

Sorry for the long absence, I went away on some training with the Minnesota National Guard. This is the fifth post in series that is covering the use of a reporting tool called Stonefield Query for Sage SalesLogix. If you would like to take a look at...

A few weeks back I posted a SalesLogix Cloud cost comparision of file and data storage. Here's a light hearted look at the same topic.

Today's workshop. "SalesLogix Web - Sales Forecasting" is a brand new workshop offered by Customer FX, and it is aimed at helping you get a better understanding of your sales cycle through use of different options available in SalesLogix

A quick overview of the new Promote to Dashboard feature in the 7.5.2.3 SalesLogix web client.

In my last post , I briefly went over the new security roles available in the 7.5.3 SalesLogix web client. In this article I want to discuss how to secure a page and utilize this feature to control what screens a user has access to. In the Application...

I recently had to build a datagrid displaying ticket information, including the current Status value. Under tickets, the Statuscode field contains the itemid from the picklist table rather than the actual text value as is stored for the Account, Contact or Opportunity areas. If you've only dealt with picklists in those other areas, it could cause some confusion when trying to determine just how to display the Ticket status text value in a datagird, however using the picklist column type makes this very easy.

Welcome Page Widgets: Coupled with a visual refresh to the Welcome page, v7.5.3 offers new widgets enabling users to further personalize their Welcome page and workspace tabs and share that content with other users. The refreshed Welcome Page gives you quick and easy access to the information you use the most. Web Administrator Tool: While this does not replace the current Sage SalesLogix Administrator, it does let you access common administrator tasks via the web, such as managing users and teams, pick lists, products, lead sources, library, teams, users, roles, and more. Desktop Integration: Drag and drop attachments and email from Microsoft Outlook, perform mail merge, export to Excel, drag and drop Library files (administrator only), and much more. The brief descriptions don’t do these features full justice. For example, it’s really slick to drag and drop an email or file from your Windows desktop right into the Web based UI! And check out those dashboards. For a complete overview and demonstration please contact Customer FX.

Today's workshop. Join us today at 2pm CDT for the workshop, "Merging Records - SalesLogix v6.2 and Above" , and after you will be able to deal with every duplicate record that comes your way! Haven't signed up yet?

An overview of the new feature security implementation in the SalesLogix 7.5.2.3 web client.

One of the really, really, really, really cool new things (did I mention it is cool) that the forthcoming 7.5 SP3 web update provides is a user configurable dashboard interface. Those of you that have used the SalesLogix LAN client have surely seen the...

We just started seeing the new annual Maintenance and Support agreements going out to our customers and frankly; they are confusing.

Workshop today at 2pm CDT! Want to get the most out of your use of the SalesLogix Campaign feature but don't know where to start? Join us for the workshop, "Marketing Campaigns - SalesLogix v6.2 and Above" today get a handle on

At times I have been asked how can I increase the performance of SalesLogix. For systems using SQL2005 or SQL2008 the slowdown may be corrected by adding an index to the table that the SalesLogix script queries. The trick is finding where the bottleneck resides.

Sage just posted a second release candidate for SalesLogix version 7.5.3

In this SalesLogix Training webinar the user will learn how to relate an Asset to a Ticket in SalesLogix Cloud / Web. In order to accomplish this, the student will also learn to associate an Asset with an Account. Assets must be related to an Account...

The last couple of weeks I have been working on a series of posts introducing Stonefield Query for Sage SalesLogix. The first two posts have been focused on set up and interface layout. Last week we created our first report . This week we are going to...

In the last post in the Git for the SalesLogix Developer series, I outlined how to set up a repository. Once that is complete, other developers can use that repository to collaborate on the project. This post outlines how to use a repository and bring it locally so you can use it for development.

Interesting facts about the growth of YouTube.

I have been using the SalesLogix SP3 RC Application Architect for a while, and in general it seems to be pretty stable but today I ran into an issue that prevents you from wiring up external assemblies against Business Rules and Events. The issue seems...