We recently had a client that was running into an issue when attempting to create one particular entity in the Saleslogix web client. Other entities could save fine. When they went to save the record they would immediately get a popup that just said "E_FAIL...
Watch it now!
If you missed yesterdays demo, "Demystifying Infor CRM (Saleslogix) Updates" , or you would like to review the information covered for a second time, we have you covered. Below is a recording of the demo. And because this is such a complicated topic we will be offering a follow-up webinar in October. Stay tuned!
Over the last year and a half I've been working on another product named Contatta. It's a great product and I'm really excited to see how it does in the marketplace. I got to work with some completely brilliant people and learned quite a bit as a developer. Many of the great minds behind Contatta were the same great minds that were formerly behind SalesLogix, including the wizards that authored the Argos framework that the Saleslogix mobile client is built on. Well, my contract working with Contatta has, for now, come to an end. As much as I loved working on Contatta, I am excited to, once again, get involved in the Saleslogix and Infor CRM community.
Popular datasheets have been rebranded.
It didn't take Infor very long to make the name change from Saleslogix to Infor CRM official, and now they have begun to update some of the most used datasheets to reflect the Infor brand. I've attached the rebranded Infor CRM Xbar datasheet so that you can take a look for yourself.
Saleslogix/Infor CRM news and free training.
This month's newsletter brings you a chance to learn more about Saleslogix/Infor CRM updates, details about the Infor acquisition of Saleslogix (including the official name change), and free training opportunities to help you better use Saleslogix/Infor CRM.
Not currently on our email list? Send an email to email@example.com letting us know you'd like to join and we will make sure to get you signed up.
We have had a couple of client recently come to other with the same problem- When you convert a Lead to a Contact in Saleslogix, all of the related Salesfusion data in the Salesfusion tables (those starting with SF_) gets orphaned and therefore the resulting...
What to expect now that Saleslogix is Infor CRM.
Like many of you, it will take some time (probably a long time) to start calling Saleslogix by it's new name: Infor CRM. The name change was made official earlier this month, and today the official Infor CRM Acquisition FAQ was posted to the Infor CRM Community. I have attached a copy for your reference. You will still see the Saleslogix branding in many places, such as the Infor CRM Community, white papers, etc., but we anticipate a majority of the Infor CRM rebranding to be done by the time the Infor + Saleslogix Global Conference rolls around.
On occasion, it becomes necessary to clean out the build folders and deployed website prior to a build/deploy, in order to force changes to become available. In version 8.1, Saleslogix provides a handy menu option to clear out the build folders. Unfortunately, using this menu item also seems to temporarily break it's own ability to build by causing some of the folders in that build path to become read-only, as shown below:
We had a client recently that ran into an issue trying to use the Date Control in the web client to pick the date of Nov. 1, 2015. This happens to be the day of daylight savings time cut-over. When using a browser that has the timezone defined as Central...
ComboFix, a third party malware utility, will alter the Operating system so .qts and .que files will no longer process and complete the sync cycle. To check for ComboFix look for the following dir "C:\QooBox". Once it is determined ComboFix was run on this workstation here are the steps you will need to take.
1. Backup the registry.
2. Open Registry Editor.
3. Find HKEY_LOCAL_MACHINE\System\ControlSet001\Control\FileSystem and in the right hand pane right click Win95TruncatedExtensions and click Modify.
4. Change the Edit DWORD Value window, in the Value data field, type 1
5. Repeat this procedure on keys HKEY_LOCAL_MACHINE\System\ControlSet002\Control\FileSystem\Win95TruncatedExtensions and HKEY_LOCAL_MACHINE\System\CurrentControlSet\Control\FileSystem\Win95TruncatedExtensions
6. Restart the computer. After restarting the system the C:\Documents and Settings\All Users\Applicatiopn Data\SalesLogix\Sync\QUEUEFiles directory should be empty.
Please post any comments if you have this issue and need further explanation.
Wednesday, September 24th at 2pm CDT.
Updates to Saleslogix are great, they mean that as a product it continues to grow in features and improvements are made to fix flaws, but at the same time updates can be confusing. Trying to make sense of updates is an issue customers often come to us with - does this update fix a bug? Add a feature? Both? In this month's presentation we will demystify the steady stream of software updates produced by Saleslogix to bring some clarity to common questions:
How do I know what updates are available for my system?
How do I know where to get the updates?
What are the different types of updates and what are they called?
Which updates will impact my customizations and how can I tell?
How do I make sense of the update documentation?
Applying updates - what are the prerequisites and do I need to install them in order?
As part of the SNC update 03 for Saleslogix 8.1, a new application called the Saleslogix Reporting Assistant will be available in your Saleslogix folder. This new application gives you a central place to manage all of your Crystal Reports including previewing...
One thing that clients have asked for is how to restrict the selection of the Opportunity Contacts to only include those Contacts at the Opportunity's Account. In the Saleslogix web client, with the version of the quick form that features a SLXLiveGrid...
Find out what's changed.
Saleslogix Mobile v3.0.4 is now available in the Customer Portal. The newest version removes the default #hashtag for all entities except Activities. You will also find that Lookup has become a persisistant field at the top of the list-view, you no longer need to access the Global menu on the right.
Saleslogix Mobile v3.0.4 can be found in the following groups of in the Downloads area of the external portals:
I had a user ask why they could not access a Salelogix opportunity when they clicked the hyperlink from the Account Opportunity Tab.
It would flash to the Detail View and then go blank.
Message from Infor CEO Charles Phillips.
Last night Infor sent out a message to Saleslogix Business Partners that the acquisition of Saleslogix by Infor is now complete. With that announcement also came a letter from the CEO of Infor, Charles Phillips. Here is an excerpt from that letter:
"Through this acquisition, we believe you will benefit from the strength and stability of partnering with one of the largest enterprise application providers in the world, with a focus on product innovation and customer value, and a commitment to research and development.
Infor realizes that transactions like these can create uncertainty for you. We want to assure you of Infor's continued commitment to your success and, as with Infor's prior product acquisitions, we are working hard to avoid disruptions in your service as a result of this change."
You can read the entire letter here.
Saleslogix is very light on how to use client side processes to do things in the Saleslogix web client. I have decided to start to try to document snippets of things I find useful and make a repository of them. The first one I am showing here is how to...
Last Chance for Early Bird Pricing.
After the announcement of the planned acquisition of Saleslogix by Infor, many were left wondering if this year's Saleslogix Partner and Customer Global Conference would even take place. Not only will the conference go on as planned, all attendees will have the added benefit of meeting the Infor team and learning more about the product road map that Infor has planned. With all of the attention the acquisition is receiving from partners, customers, and analysts, it is expected that the conference will sell out. Haven't purchased your tickets yet? There is still time to take advantage of the early bird pricing of $549, but only until August 31st. After that time ticket prices go to the standard rate of $699. What are you waiting for?
More information about the transition.
Today Swiftpage provided an FAQ for Business Partners to share with customers that have questions about the acquisition of Saleslogix by Infor. Concerns about Infor's vision for Saleslogix, the upcoming Saleslogix conference, changes to the branding, are among the many topics discussed. I have attached PDF so that yo may review all of the questions and answer.
Saleslogix Sync for Gmail is now available in the external portals!
Scheduled to be released 8/29/2014
Features in Update