Saleslogix Mobile v2.2 Feature Highlights

SalesLogix has released a FREE Territory Management Add-on for version 8 web.

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.

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...

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...

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?

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.

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.

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...

Is it possible to log into a SalesLogix Remote Database as Admin and Manage the Library Files?

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:

Question: What is the difference between Left joins and Inner joins in SalesLogix?

We looked previously at adding custom fields to the SalesLogix Mobile client. It was easy enough to do, but as I've mentioned before, one of the hardest parts about customizing the mobile product is that you have to know what to type. Let's take a look at just what's available when adding custom fields in an customization module so you'll have all the knowledge you need.

I want to create a report from the database that shows each group and each person the group has been released to. I would like to write an SQL statement that extracts that information directly from the database so that we can see all of the groups with all of the people they have been released to all at once.

I have to import a file with 7000 records without scheduling any activities for any of them . Please advise what can be done in this case? The question above was asked by a SalesLogix End user?

I am installing 64 bit Client for SalesLogix. I cannot find the 64 bit version of the SQL native Client for SQL 2008. Where can I find this download?

The SalesLogix Mobile client is more customizable than you might think. It's easy to assume that the new architecture isn't as customizable as you might be used to with SalesLogix Web or LAN clients. However, it does sometimes take some rethinking. In this article we'll look at how to add a customization that pulls in data from the Twitter API and displays on the contact detail. We'll delay the loading of the data so that the contact detail will display quickly and bring in the data from Twitter when it is received.

This has probably come up before somewhere, but a client of ours has deleted some accounts and don't know who it did and when, and was dissappointed to learn that out the box when you delete accounts they just get deleted with no trace. Is there anything we can do with the out the box solution (7.2.0 LAN client) to log when accounts are deleted or even mark for deletion before fully deleting, or has anyone developed an add on to add this functionality to SalesLogix?

When adding custom fields to SalesLogix Mobile, you'll often want to do things to the value, instead of just displaying it as-is. There are many built-in formatting functions, or renderers, available in the out-of-the-box SalesLogix Mobile platform, but what if you need to do something custom? Let's take a look at what built-in formatting functions there are as well as how to create you own custom formatting function on the fly.

Is there a list somewhere of the different SalesLogix application (Architect, AA, Admin, Lan Client, etc) versions after a Service Pack or Hot Fix is installed?

Under the heading of "often needed and never remembered", I decided to post a quick T-SQl example of how you can retrieve the space used by the various tables in a SQL 2008 database. Note, in my select query I am limiting to just the top 20...