Customer FX

Jul 15, 2013 - SalesLogix Web - Creating a New Opportunity

Brianna Ojard — Mon, 17 Jun 2013 20:12:23 GMT

Attend the Workshop - SalesLogix Web - Creating a New Opportunity!

Event details:

Monday, July 15, 2013
From 2:00 PM Central to 2:30 PM Central
(7:00 PM GMT to 7:30 PM GMT)

See Workshop Details

Register Today!

Jul 08, 2013 - Creating a Contact Process in SalesLogix

Brianna Ojard — Mon, 17 Jun 2013 20:10:42 GMT

Attend the Workshop - Creating a Contact Process in SalesLogix!

Event details:

Monday, July 08, 2013
From 2:00 PM Central to 2:30 PM Central
(7:00 PM GMT to 7:30 PM GMT)

See Workshop Details

Register Today!

Demystifying SalesLogix e-Marketing: Using the New Social Feeds Feature

Brianna Ojard — Wed, 12 Jun 2013 20:22:00 GMT

Webinar Wednesday, June 19th at 2pm CDT. SalesLogix e-Marketing adds value to your SalesLogix Windows, Web and Cloud clients by allowing you to design and send email blasts, create drip marketing campaigns, and survey your customers and prospects. Did you know that now you can utilize your social media by using the new Social Feeds feature of e-Marketing? Join us this month as we discuss not only why you should be using the new Social Feeds feature, but how to setup and embed your Facebook, LinkedIn and Twitter feeds into an email template, as well as using #hashtags for keywords. Other topics we will cover: ...(read more)

Unicode data from SalesLogix not exporting from the web Crystal Report viewer to PDF correctly.

Kris Halsrud — Fri, 07 Jun 2013 21:33:00 GMT

The later version of SalesLogix allow the storage of Unicode data in the database. This allows for the use and Japanese or Chinese characters.

I recently found if you try to use the PDF export of a Crystal Report that has a field containing Unicode data in a SalesLogix field, the preview of the report works fine in the web Crystal viewer, however if you export the file to PDF it strips out the Unicode characters from the report. They are replaced by squares instead.

Running the same report in the LAN client and using the LAN client's Crystal Report preview and PDF export functionality did work properly.

I thought this to be a limitation with the underlying web architecture. The web uses the ASP.Net CrystalDecisions.CrystalReports.Engine assembly to generate the PDF. The LAN client uses an older ActiveX control. I found running something like "Report.ExportToDisk(ExportFormatType.PortableDocFile, "report.pdf");" from a custom C# solution caused the same problem.

Stupid Crystal.

After further research, I have found the export problem is limited to Unicode characters in a Crystal Report using the MS Arial Unicode font. All I had to do to make this work properly was switch to another Unicode friendly font. In my case I used MS Gothic as the font in the report.

Whamo! The export to PDF worked!

Still, stupid Crystal.

Jun 24, 2013 - Managing Your Dashboard in SalesLogix

Brianna Ojard — Fri, 07 Jun 2013 21:01:16 GMT

Attend the Workshop - Managing Your Dashboard in SalesLogix !

Event details:

Monday, June 24, 2013
From 2:00 PM Central to 2:30 PM Central
(7:00 PM GMT to 7:30 PM GMT)

See Workshop Details

Register Today!

I receive an error when I try to run the SalesLogix sysdbafix_script.

SalesLogix Support — Wed, 05 Jun 2013 21:41:00 GMT

I receive an error when I try to run the SalesLogix sysdbafix_script. I have: * Windows Server 2008 R2 * Microsoft SQL Server 2005 set up with mixed authentication on same server * SLX 7.5.1 installed I had to attach the Saleslogix blank database manually, which went fine - and I understand that I need to run this script, but I can't get past that error. I have tried running the script logged in using Windows authentication as a domain admin, and also as the local SA user. ...(read more)

Web Core Update 03 Now Available for v8

Scott Weber — Wed, 05 Jun 2013 13:32:00 GMT

This is an important update that includes several new features as well as addressing multiple defects. Highlights of this release include: New features:. –Lays the groundwork for Google Integration. –Added personalization for Calendar display – the User can now select 25 Users as their “favorites” to display in the “Calendar Users” View. –Added ability to modify the storage location of the Job Store database. –Extension model for attachment to SData endpoint, which allows for customization Notable...(read more)

Can I add Services as Products in SalesLogix?

SalesLogix Support — Tue, 04 Jun 2013 20:15:00 GMT

Can anyone recommend a way to add Services as Products? We are a services based business and our quoting system is derived by a top level item with selectable sub-items. I only want the top level items to show under products. ...(read more)

SalesLogix e-Marketing Promotion and Complimentary e-Marketing Services from Customer FX

Brianna Ojard — Tue, 04 Jun 2013 05:43:00 GMT

Don't miss these offers! If you’ve been waiting to purchase SalesLogix e-Marketing, now is the time! For a limited time you can purchase full email and drip marketing capabilities at a greatly reduced price. For $99.95/month you receive 2 user licenses and 2000 emails per day. Need more users and/or more emails? Extra user licenses are only $7.99/user/month and blocks of 1000 extra emails are $4.99/month. ...(read more)

Problems managing team membership in the SalesLogix web client

Kris Halsrud — Mon, 03 Jun 2013 21:28:00 GMT

In the Web Client's Administration area under teams (In both v7.5x and 8.0x versions):

1) When adding a user to a team (child) that is a member of another team (parent) the system does not correctly insert a record in the SECRIGHTS table for the user against the parent team. Doing this same thing in the LAN Admin correctly adds the SECRIGHTS record to the table.

2) When removing a user from a team (child) that is a member of another team (parent) the system does not remove the SECRIGHTS row for the user in the parent team even though they should no longer have access since they were removed from the child team. Doing this same thing in the LAN Admin correctly removes the SECRIGHTS record in the table.

These issues are very problematic since the UI for managing teams and users do not show any problems, however the users end up seeing too little or too much and you have to dig into the database to fix.

This query shows the missing rows based on the problems described in item 1:

select a.PARENTSECCODEID, c.SECCODEDESC ParentTeam, a.childseccodeid, d.SECCODEDESC ChildTeam, b.accessid, e.USERNAME, t.ACCESSID from SECCODEJOINS a left join SECRIGHTS b on a.CHILDSECCODEID=b.SECCODEID

left join (select accessid, seccodeid from secrights ) t on a.PARENTSECCODEID=t.SECCODEID and b.ACCESSID=t.ACCESSID

left join SECCODE c on a.PARENTSECCODEID=c.SECCODEID

left join SECCODE d on a.CHILDSECCODEID=d.SECCODEID

left join USERINFO e on b.ACCESSID=e.USERID

where a.PARENTSECCODEID<>a.CHILDSECCODEID and t.ACCESSID is null

This query shows extra rows based on problem described in item 2:

select a.ACCESSID, a.SECCODEID, a.SECRIGHTSID, b.SECCODEDESC

from secrights a left join

SECCODE b on a.SECCODEID=b.SECCODEID left join

usersecurity c on a.ACCESSID=c.USERID left join

(

--shows who (children) should be in a given team

select

c.userid accessid,

a.parentseccodeid as seccodeid

from

SECCODEJOINS a left join

seccode b on a.CHILDSECCODEID=b.SECCODEID inner join

usersecurity c on a.CHILDSECCODEID=c.DEFAULTSECCODEID left join

seccode d on a.PARENTSECCODEID=d.SECCODEID

where d.SECCODETYPE in ('G','U')

union all

--shows what users should see a given user

select

b.USERID as accessid,

a.PARENTSECCODEID as seccodeid

from SECCODEJOINS a left join

usersecurity b on a.CHILDSECCODEID=b.DEFAULTSECCODEID left join

usersecurity c on a.PARENTSECCODEID=c.DEFAULTSECCODEID

where c.USERID is not null and CHILDSECCODEID<>PARENTSECCODEID

and a.PARENTSECCODEID not in ('SYST00000001','SYST00000002')) as t on a.ACCESSID=t.accessid and a.SECCODEID=t.seccodeid

where t.accessid is null and a.ACCESSID<>'ADMIN' and b.SECCODETYPE not in ('S','D') and c.TYPE<>'R'

Jun 17, 2013 - SalesLogix v8: Creating and Running Mail Merge for Contacts or Leads

Brianna Ojard — Fri, 31 May 2013 21:57:11 GMT

Attend the Workshop - SalesLogix v8: Creating and Running Mail Merge for Contacts or Leads!

Event details:

Monday, June 17, 2013
From 2:00 PM Central to 2:30 PM Central
(7:00 PM GMT to 7:30 PM GMT)

See Workshop Details

Register Today!

Saleslogix Mobile v2.2 Feature Highlights

Scott Weber — Fri, 24 May 2013 08:47:00 GMT

Saleslogix Mobile v2.2 Feature Highlights...(read more)

Territory Management Add-on for SalesLogix version 8 web FREE

Scott Weber — Thu, 23 May 2013 08:36:00 GMT

SalesLogix has released a FREE Territory Management Add-on for version 8 web....(read more)

Is there an issue with the SalesLogix Web Administrator version 8.0 in regards to adding users to Team Membership?

SalesLogix Support — Wed, 22 May 2013 19:56:00 GMT

Question: In my database, it appears two users belonging to the same teams, have access to a different amount of records. I think there may be an issue with the Team Membership....(read more)

FREE Open Source Add-ons for SalesLogix version 8 web

Scott Weber — Wed, 22 May 2013 14:54:00 GMT

SalesLogix is developing a number of FREE add-on solutions for SalesLogix version 8 web. Some of these are already available and others are in the works. •Quota and Forecasting •Territory Management •Audit Trail •Financial Vertical •SData Upload Attachment •Account Team Tab •E-Notification through Job Service •LinkedIn, Facebook, etc. •Attach Signatures and Photos from Mobile Device* (In Mobile 2.2)...(read more)

Saleslogix E-marketing Special Offer

Scott Weber — Wed, 22 May 2013 14:01:00 GMT

E-mail marketing has evolved to quickly become a fundamental arrow in most marketing departments’ quivers. SalesLogix is launching a new promotion that lets customers take advantage of special pricing for the SalesLogix E-marketing solution. New subscribers can use the integrated email marketing and social marketing solution to convert leads, retain customers, and grow the business for only $99.95 per month. Includes email marketing and drip marketing services as well as all the standard capabilities...(read more)

What is the best way to delete unused Groups in SalesLogix?

SalesLogix Support — Tue, 21 May 2013 19:52:00 GMT

After several years of using SalesLogix – we have hundreds of groups, most of which are no longer used as they were created on the fly. It looks like the best way to tackle them in mass is thru the Architect, PlugIn. Is there any known harm in deleting groups from the Plug In feature of Architect? ...(read more)

Can the SalesLogix Application architect's build process be automated?

SalesLogix Support — Thu, 16 May 2013 20:36:00 GMT

Can the SalesLogix Application architect's build process be automated, or called from a batch file? We have a need to do quick/continuous builds. ...(read more)

Is it possible to Sync SalesLogix Attachments based on Account Manager?

SalesLogix Support — Wed, 15 May 2013 20:28:00 GMT

Is it possible to only sync SalesLogix Attachments from the accounts where the user is the account manager? So Lee Hogan should only get the attachments from his accounts....(read more)

Disabling the SalesLogix 8x web server cache

Kris Halsrud — Wed, 15 May 2013 19:43:00 GMT

When doing development in the SalesLogix web client it is often useful to deploy the website and then open the deployed pages and user controls and edit them directly to try different code or troubleshoot problems. In version 8 of the SalesLogix web client making changes to the deployed files in the web site does not immediately get reflected in the client. This makes development impossible because you dont know if changes you are trying are reflected yet in the client.

This all has to do with the dynamic customization capabilities of quick forms introduced in v8 of SalesLogix.

You can disable this caching by following the following steps (only do this in a development environment)

1. Open the web.config file.

2. Search for "wfg"

3. You should see the following lines of code:

<system.web>
        
    
        <globalization culture="auto" uiCulture="auto" resourceProviderFactoryType="Sage.Platform.QuickForms.WebFormGen.Web.UpdatableResXResourceProviderFactory, Sage.Platform.QuickForms.WebFormGen"/>

4. Change that code so that the second line is not commented out and the third line is instead, like so:

<system.web>
        
        <globalization culture="auto" uiCulture="auto"/>

5. Save your changes to the web.config file.

6. Under the App_Code folder open the Global.cs file.

7. Comment out the first line, which should be:

#define EnableDynamicFormSupport

To be:

//#define EnableDynamicFormSupport

8. Save your changes to the Global.cs file.

9. Deploy your web site if you made these changes in the Application Architect

10. Run an IISReset

Changes now made to the deployed web files should immediately show in your browser. Remember this change should only be made in a development environment. In production you should undo these changes.

Thanks to Alexander Pfingstl for pointing me in this direction!

SalesLogix Remote Library Management

SalesLogix Support — Tue, 14 May 2013 21:31:00 GMT

Is it possible to log into a SalesLogix Remote Database as Admin and Manage the Library Files? ...(read more)

Jun 10, 2013 - SalesLogix Web - Marketing Campaigns

Brianna Ojard — Mon, 13 May 2013 20:18:01 GMT

Attend the Workshop - SalesLogix Web - Marketing Campaigns!

Event details:

Monday, June 10, 2013
From 2:00 PM Central to 2:30 PM Central
(7:00 PM GMT to 7:30 PM GMT)

See Workshop Details

Register Today!

Jun 03, 2013 - SalesLogix v8: Exploring Search Options and Filters

Brianna Ojard — Fri, 10 May 2013 21:11:26 GMT

Attend the Workshop - SalesLogix v8: Exploring Search Options and Filters!

Event details:

Monday, June 03, 2013
From 2:00 PM Central to 2:30 PM Central
(7:00 PM GMT to 7:30 PM GMT)

See Workshop Details

Register Today!

Demystifying SalesLogix Web: Dashboards and Analytics Tools

Brianna Ojard — Wed, 08 May 2013 18:42:00 GMT

Join us for a free webinar, Wednesday, May 15th at 2pm CDT. The SalesLogix Web dashboards and analytics tools help to give you real-time insight into important information at all levels of your organization. This month we're going to take a closer look at these powerful features, join as we cover:...(read more)

What is the Difference Between Left Joins and Inner Joins in SalesLogix?

SalesLogix Support — Tue, 07 May 2013 20:51:00 GMT

Question: What is the difference between Left joins and Inner joins in SalesLogix?...(read more)

Customer FX

Jul 15, 2013 - SalesLogix Web - Creating a New Opportunity

Jul 08, 2013 - Creating a Contact Process in SalesLogix

Demystifying SalesLogix e-Marketing: Using the New Social Feeds Feature

Unicode data from SalesLogix not exporting from the web Crystal Report viewer to PDF correctly.

Jun 24, 2013 - Managing Your Dashboard in SalesLogix

I receive an error when I try to run the SalesLogix sysdbafix_script.

Web Core Update 03 Now Available for v8

Can I add Services as Products in SalesLogix?

SalesLogix e-Marketing Promotion and Complimentary e-Marketing Services from Customer FX

Problems managing team membership in the SalesLogix web client

Jun 17, 2013 - SalesLogix v8: Creating and Running Mail Merge for Contacts or Leads

Saleslogix Mobile v2.2 Feature Highlights

Territory Management Add-on for SalesLogix version 8 web FREE

Is there an issue with the SalesLogix Web Administrator version 8.0 in regards to adding users to Team Membership?

FREE Open Source Add-ons for SalesLogix version 8 web

Saleslogix E-marketin​g Special Offer

What is the best way to delete unused Groups in SalesLogix?

Can the SalesLogix Application architect's build process be automated?

Is it possible to Sync SalesLogix Attachments based on Account Manager?

Disabling the SalesLogix 8x web server cache

SalesLogix Remote Library Management

Jun 10, 2013 - SalesLogix Web - Marketing Campaigns

Jun 03, 2013 - SalesLogix v8: Exploring Search Options and Filters

Demystifying SalesLogix Web: Dashboards and Analytics Tools

What is the Difference Between Left Joins and Inner Joins in SalesLogix?

Saleslogix E-marketing Special Offer