Occasionally we have clients who do not use the Opportunity components of the SalesLogix web client. They have asked us to remove the Opportunity visibility within the web client. Since this is not a common occurrence, I usually end up having to go back...

Recently I was asked to provide some help to a client on something that is very simple and very easy to accomplish. I have covered this same topic in a lot of my blogs posts but this very simple task is buried in with a lot of other detail, so I thought...

A Pantless Knights spoof of Jay-Z and Alicia Keys Empire State of Mind

Recently, I worked on an import where I spent a considerable amount of time working out how to effectively parse data from a SQL table, for insertion into another table.

Today's workshop. Entering and tracking opportunities is an important skill for SalesLogix Web users, especially for those in a sales role. Do you need a refresher on using opportunities? Join us for the workshop, "SalesLogix Web - Creating a New Opportunity", today

For some who have been working in the SalesLogix LAN client for years, the transition from using SQL queries to retrieving data using a repository with the entity model can be a difficult change. This post will look at some common data retrieval methods and the SQL equivalents to help you get your head around how to get work done using the entity model.

An industry observation. An industry analyst, Gabriel Gheorghiu, recently attended a SalesLogix v7.5.2 webinar and he wrote a blog about his experience. Below are a couple of paragraphs from the blog:

In SalesLogix you can use the Sage.Platform.Repository.ICriteria class to query the entity model using standard ICriteria. One thing I have been asked in the past is how do you exclude certain conditions? A common example might be show me all of the non...

I was going through my YouTube favorites the other day and came across this video from last fall. It got me thinking about the evolution of "Social Media" from Compuserve, Prodigy, Bulletin Board systems and such, to blogs and forums, and the...

Today I worked with a reader of this blog to help with a challenge. The company wanted a Crystal Report filtered to only display data with the current date with a time equal to or after 10:00 PM and include records for next day with the time being equal...

Time is running out to get in on the SalesLogix Cloud Edition .5 release at the $20 per user per month promotional pricing.

SAP Business Objects Crystal Reports (Crystal Reports) is the report writer for Sage SalesLogix (SalesLogix). I am a developer that works for the best CRM Consulting and Service Provider in the world and we primarily work with SalesLogix. This blog focuses...

I hope your answer is yes. Today at 2pm CST we will hold the workshop, "Creating a Contact Process - SalesLogix v6.2 and Above". This workshop is one of our most popular and with good reason - done correctly a contact process can take the activities that

Welcome to the start of something great - The Outlook Development blog from Customer FX. Customer FX has developed some great solutions inside of Outlook. We've developed Outlook integration for CRM and E-mail Marketing applications. It's time we finally tell you all about it. We're excited to let you in on some of the great things we've done with Outlook integration, things you can do with Outlook that you never knew about, and discuss development topics for Outlook as well.

This week I have been creating three part series of short webinars about Marketing Campaigns. In the webinars, you will learn to create New Marketing Campaigns, Add Stage and Tasks, Create a Target List, and Add Responses to campaigns. Tracking Marketing...

New offer from Sage. If you are curious about SalesLogix, but would like to try it out before making a commitment, now you can. Sage has recently begun offering a 30-day trial so that you can see for yourself how SalesLogix can help you

I have been very derelict in my blogging responsibilities for Customer FX. Lately, during my commute, I have been trying to figure out why. I have come up with two reasons for my hesitation in writing blogs: First - We at Customer FX have been extremely...

I recently ran into this error on a client’s system when users logged into the SalesLogix client and navigated to a recently updated page. The administrator did not encounter the same issue when navigating to the same page. Since I knew no log-in specific...

Marketing campaigns! Are you comfortable creating a marketing campaign in SalesLogix Web? If your answer is no, we can help you out with the workshop, "SalesLogix Web - Marketing Campaigns". This workshop is free

We recently found a SalesLogix Mobile Client that would not complete the full data synchronization. In the Mobile Administrator we found this line under the critical errors: 'Error in SynchronizaitonJob - job has been canceled

Sage MAS 90 and 200 ERP version 4.4 will begin shipping this month, February 2010. This release will deliver substantial value to customers from Core Financials to Manufacturing and Distribution, with enhancements focused on workflow and business processes...