March 2009 - Posts

• SalesLogix Toolbars and Navigation Bar

  I received an email today from an account that has many customizations on their SalesLogix System. During these customizations their business partner had removed many of the icons across the top of the screen, as well as a couple of items from the Navigation... Read more Posted Mar 27 2009, 08:00 AM by Dale Richter with 1 comment(s) Tags: SalesLogix

• Build Queries without Query Builder in SalesLogix

  Even a newbie to SalesLogix knows you can do lookups by clicking on label buttons, but did you know you could further refine your search criteria without using the query builder? To create a group of Prospects Read more Posted Mar 24 2009, 05:59 PM by Mark Duthoy with no comments Tags: SalesLogix, SalesLogix 7.5

• Changing the SalesLogix 7.5 Intellisync Group

  In SalesLogix 7.5 you only get one chance to select your adhoc contact group for Intellisync, usually that group is SyncSalesLogix. What if you selected the incorrect group Read more Posted Mar 20 2009, 04:30 PM by Mark Duthoy with no comments Tags: SalesLogix, Sync, Intellisync, Scripts, SalesLogix 7.5

• Filtering your Selection for Import from MAS to SalesLogix via Dynalink

  See image. Read more Posted Mar 20 2009, 10:19 AM by Dale Richter with no comments Tags: SalesLogix, Dynalink

• The Current Activities - Sample Report in SalesLogix v7.5

  There was an issue reported by a customer when running the Current Activities - Sample report on the network client, namely, he could not select a start or end date using the date picker. The system immediately returned Read more Posted Mar 17 2009, 05:30 PM by Mark Duthoy with no comments Tags: SalesLogix, Scripts, SalesLogix 7.5, Reports

• SalesLogix Mobile Administrators Tip for Blackberry Clients

  Here is a quick tip for anyone administering SalesLogix Mobile Blackberry systems. We recently had a client move from the personal server edition to the enterprise server and implement a BES system. The new BB users were able to establish Read more Posted Mar 13 2009, 05:00 PM by Mark Duthoy with no comments Tags: SalesLogix, BlackBerry, SalesLogix Mobile, Installation

• More on SalesLogix "lookup results" groups

  Dale Richter mentioned in his recent post, the layout of the "Lookup Results" group can be modified using the standard Manage Lookup functionality to define the layout of the appropriate group. But how do you know which group is the one used as the default? Read more Posted Mar 13 2009, 07:08 AM by Kris Halsrud with 1 comment(s) Tags: SalesLogix

• How to Change the SalesLogix Group Layout for the "Lookup Results" group

  Changing the Opportunity Lookup Results Group Layout Read more Posted Mar 13 2009, 08:00 AM by Dale Richter with 1 comment(s) Tags: SalesLogix, SalesLogix 7.5

• Configuring SalesLogix SpeedSearch after a SpeedSearch is not Configured Properly Message

  After installing the SpeedSearch server I set up the configuration to use the SalesLogix_Eval database. This worked fine and we proceeded to use this configuration during our testing. However, we ran into a loop Read more Posted Mar 10 2009, 07:01 PM by Mark Duthoy with no comments Tags: SalesLogix, SalesLogix 7.5, SpeedSearch

• SalesLogix 7.5 IIS Requirement

  On Windows 2008 Standard servers you may have IIS 7 installed. In order to run SalesLogix 7.5, IIS 7 must be run in IIS 6 compatibility mode. Here are the steps to add that role Read more Posted Mar 06 2009, 05:35 PM by Mark Duthoy with no comments Tags: SalesLogix, SalesLogix Web, SalesLogix 7.5

• DynaLink Client Configuration with MAS 500

  When I set up the MAS 500 SalesLogix User the Accounting ID is required - the Accounting idea for SalesLogix is the same as the Salesperson code in MAS 500 Read more Posted Mar 03 2009, 06:01 PM by Mark Duthoy with no comments Tags: SalesLogix, Installation, Dynalink, MAS 500