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SalesLogix Cloud / Web / LAN Support Topics from Mark Duthoy

Troubleshooting the Send SLX Option in Outlook for SalesLogix

When using the Send SLX button in Outlook to add an email history to a SalesLogix Contact you will see a simple interface asking if you want to attach the email to a particular contact and possibly save the attachments to the record.  What happens if you are using the Send SLX button and you do not have SalesLogix open?  The system saves the information in a folder that SalesLogix uses when it reopens.  The TempMailDir stores that file until SalesLogix is reopened and if it does not find a valid contact in SalesLogix that file is deleted.  What if there was a valid contact and there were attachments on the email but you deleted the attachments?  Now SalesLogix is trying to once again copy the email to history and attach the files but it cannot find them.  At this point you will see the system error on the attachment path, and force you to exit the application.  To clear these error messages, browse to the C:\Documents and Settings\username\Application Data\Saleslogix\Outlook\TempMailDir or C:\Users\Username\AppData\Roaming\SalesLogix\Outlook\TempMailDir\MSG folder in Win 7 and remove those entries.

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Comments

 

Amanda said:

Is there a way to create a rule or macro in Outlook to automatically run the Record to History function when an email with a particular subject is sent?

June 10, 2009 12:51 PM
 

Kurt said:

In Outlook , the "Send to CRM" button doesn't work after our May 1, 2015 upgrade of infor CRM.

June 22, 2015 9:47 AM
 

Mark Duthoy said:

Kurt,

Hi  - Has the SalesLogix client login url changed?  That setting in Outlook will need an update.  

thanks,

Mark

June 22, 2015 9:59 AM

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