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All Tags » SalesLogix ( RSS)
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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.
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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.
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Is it possible to log into a SalesLogix Remote Database as Admin and Manage the Library Files?
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Question:
What is the difference between Left joins and Inner joins in SalesLogix?
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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.
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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?
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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?
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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?
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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?
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Does anyone know how SalesLogix calculates the "Days in Stage" value displayed at the Opportunity level?
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When creating a new Integrity Checker test to update a table it seems to automatically update the MODIFYDATE of that table, even though it is not in the UPDATE statement for the test. Is there any way of stopping that from happening. We have sometimes to fix the data in one field in all records in the table due to a bug but don't want to change the modifydate as there is some other functionality that relies on this date to include/exclude records in an automated export - this should be based on user modification.
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The Reference Assemblies folder is in the c:\Program Files (x86) directory not the Saleslogix directory. I am trying to delete it but it will not. I changed the ownership from TrustedInstaller to Administrator and when logged in as Adminstrator, I still cannot delete. How do I delete this??
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Is there a way to recover a password for a mobile user?
Without autosync, need to login and sync to get new password when reset in administrator. Do I need to reinstall?
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I have been getting the following error on Remote DBs lately:
Could not allocate space for object 'dbo.INDEXUPDATES' in database 'SLXRemote' because the 'PRIMARY' filegroup is full. Create disk space by deleting unneeded files, dropping objects in the filegroup, adding additional files to the filegroup, or setting autogrowth on for existing files in the filegroup.
I have noticed that the problem users are those who have an older DB (1yr old +) so I see this as an SQL maintenance issue.
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I am using SLX Web 7.5.1, we have just changed our IP addresses for our servers and when I launch the Reporting module and try and open a report the new window is looking at the old IP address for the reporting server.
I thought that this was set in the Application Architect in the Tools menu but I cannot find it.
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I am trying to schedule a phone for an Account Manager within SalesLogix Contact Processes. It seems that is not one of the options. Does anyone have any suggestions??
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I added some custom fields to the Account table, all of them are long integer types. I placed them on a custom tab view in edit boxes. As Admin I can see the data in all of the edit boxes. As a regular user with all rights, I can only see three out of these same five fields. All of the edit boxes have the same exact properties except for text, name, left, top and width. Two fields will not show anything and I can't seem to figure out why.
The fields display fine in List View. I've tried putting edit boxes linked to the same fields on the Account Detail View and I get the same result.
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In my SLX 7.5.1 and Word 2007 I also see less in "Show Word Menu" than with Word 2003.
Otherwise I would think that's ok because the new Word 2007 menu is in the background.
And if you miss a function, you can add it to the toolbar in Word and it will also show in the SLX Word editor.
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If you are using the SpeedSearch approval process. You must have to give users the rights to approve submissions. How is that accomplished in SalesLogix?
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We are on 7.2.2 LAN with Remote Users and 1 Remote Office. What is the conventional wisdom regarding allowing remote users (Remote Office and/or Single user Remote Databases) to Merge Account and Contacts? The SalesLogix application doesn't seem to care in that it allows it, but are there gotcha's in there or should it always be performed on the host and/or by the admin role?
Answer:
Not recommended. If possible always do this (and other db maintenance) on the main SalesLogix database. Disable the capability via the SalesLogix Administrator to prevent remotes from doing this.
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I am creating a new data grid using the wizard in AA in the 7.5.1 web client. Using the wizard, I can choose all needed fields. But after the form is created when I try to add any new fields, the drop down for the data fields is blank. I checked the entity and all of the fields are available.
I think it could be an issue with the "invoice history header" entity but I sure cannot find it.
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I am attempting to do a project restore in the SalesLogix Application Architect and I continually get an error. Do you have any suggestions for Trouble Shooting??
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Question:
When installing only SLX Webhost on a different Server C:\Program Files (x86)\SalesLogix\SalesLogix\Sage.SalesLogix.API.dl
l is missing.
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Question:
I am creating a new report family in Saleslogix Lan v7.2. In Architect, Manage Picklists, Plugin Families tab, I went to Report Families and added the new Family name. I know there is another step that I've missed
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Question:
In the past we provided all our users with instructions to set up SalesLogix groups. This has resulted in far too many groups for the Administrator to sort through when they are logged on.
Can we:
1) Delete all user defined tabs?
2) Have the Administrator create & then distribute the consistent tabs?
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