SalesLogix Questions & Answers

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)

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)

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)

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)

How can I query the SalesLogix database to find all groups and the persons/teams that the group have been released?

SalesLogix Support — Thu, 02 May 2013 20:06:00 GMT

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. ...(read more)

How do you import Contacts into SalesLogix?

SalesLogix Support — Wed, 01 May 2013 21:21:00 GMT

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?...(read more)

What is the location for SQL Native Client for SQL 2008 download? I need to install this for 64 bit SalesLogix Client.

SalesLogix Support — Tue, 30 Apr 2013 21:09:00 GMT

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? ...(read more)

Is there a good Delete accounts procedure in SalesLogix?

SalesLogix Support — Fri, 26 Apr 2013 19:22:00 GMT

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?...(read more)

Where can I find a list of SalesLogix applications versions?

SalesLogix Support — Mon, 22 Apr 2013 21:06:00 GMT

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? ...(read more)

Does anyone know how SalesLogix calculates the "Days in Stage" value displayed at the Opportunity level?

SalesLogix Support — Tue, 16 Apr 2013 21:39:00 GMT

Does anyone know how SalesLogix calculates the "Days in Stage" value displayed at the Opportunity level? ...(read more)

How can I make sure I am logging into the correct SalesLogix web client database?

SalesLogix Support — Mon, 15 Apr 2013 20:55:00 GMT

I just recently did a updated conversion of our production database (which is 6.2x) and I'm trying to link it to the website(v7.5). The problem is that it is still looking at the old database. I've created a database link in connection manager and I can get into administrator/architect w/the new database. ...(read more)

Why does SalesLogix automatically update the modifydate when I update a table?

SalesLogix Support — Fri, 12 Apr 2013 21:16:00 GMT

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....(read more)

How do I delete the Reference Assemblies in SalesLogix?

SalesLogix Support — Thu, 11 Apr 2013 20:57:00 GMT

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??...(read more)

How do you recover a password for a SalesLogix mobile user?

SalesLogix Support — Wed, 10 Apr 2013 20:19:00 GMT

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? ...(read more)

Are there Limits when you use SQL Express with SalesLogix?

SalesLogix Support — Tue, 09 Apr 2013 21:49:00 GMT

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....(read more)

How do you set the IP address for Web Reporting in SalesLogix Web Client?

SalesLogix Support — Mon, 08 Apr 2013 20:55:00 GMT

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....(read more)

Can you Schedule a Phone Call for an Account Manager within SalesLogix Contact Processes?

SalesLogix Support — Fri, 05 Apr 2013 21:04:00 GMT

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??...(read more)

How do you trouble shoot new fields that will not show up on the SalesLogix tabbed view where they should be?

SalesLogix Support — Thu, 04 Apr 2013 21:07:00 GMT

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....(read more)

Has the Show Word Menu changed in the SalesLogix Template Wizard for Word 2007?

SalesLogix Support — Mon, 01 Apr 2013 21:31:00 GMT

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. ...(read more)

How do you give a user the rights to approve SpeedSearch submissions in SalesLogix?

SalesLogix Support — Wed, 27 Mar 2013 21:45:00 GMT

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?...(read more)

Can you or Should you merge Contacts and Accounts on a SalesLogix Remote Database??

SalesLogix Support — Tue, 26 Mar 2013 20:44:00 GMT

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. ...(read more)

Are there any Issues with the naming of the entity header in SalesLogix?

SalesLogix Support — Fri, 22 Mar 2013 20:55:00 GMT

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....(read more)

What are some trouble shooting points for a Project Restore in SalesLogix Application Architect?

SalesLogix Support — Thu, 21 Mar 2013 21:35:00 GMT

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??...(read more)