April 2009 - Posts

• Installing MSDE from the SalesLogix 7.0 DVD

  In a recent situation we were asked to install a remote SalesLogix 7.0 SQL2000 database on a notebook with SQL 2005 Server. We were able to remove SQL Server 2005 in this case but when we attempted to install MSDE we were prompted to use a strong password and the installation stopped until we added that switch. Read more Posted Apr 28 2009, 05:30 PM by Mark Duthoy with no comments Tags: SalesLogix, Installation, Scripts, Support, Training

• Exception EOleException On SalesLogix LAN Clients

  Here is an error that we have seen in the SalesLogix LAN clients...This fix will help you avoid a complete uninstall and reinstall. Exception EOleException: Read more Posted Apr 24 2009, 05:00 PM by Mark Duthoy with no comments Tags: SalesLogix, Scripts, SalesLogix 7.5, Support, Training

• Preparing a Spreadsheet for Import

  Whether you are importing Leads or Contacts/Accounts into SalesLogix you need to make sure that you import clean data. My personal belief is that you need to clean the data prior to import, not import first and then clean up your data. One of the first... Read more Posted Apr 24 2009, 08:00 AM by Dale Richter with 1 comment(s) Tags: SalesLogix, SalesLogix 7.5, Training

• Avoiding Duplicate Ticket Numbers in SalesLogix

  SalesLogix uses an internal function to create Ticket numbers based off the table ID for the record. The first two sections of these numbers indicate the user or site creating the number. Read more Posted Apr 21 2009, 04:35 PM by Mark Duthoy with no comments Tags: SalesLogix, SalesLogix Web, SalesLogix 7.5, Support

• Removing Bundles

  Caution!!!! When you receive a bundle to test, make sure you load that bundle into a test system first. Once you have tested your bundle and want to apply to the LIVE database, you can do so. If for some reason this bundle needs to be removed, you do... Read more Posted Apr 17 2009, 08:00 PM by Dale Richter with no comments Tags: SalesLogix, Support

• Disabling Outlook Integration with SalesLogix 7.x

  I recently was asked to disable the integration with Outlook 2007 for a user. They did not want to see the SalesLogix Icons in Outlook any longer and did not want to be prompted to login to the SalesLogix database when opening Outlook. Read more Posted Apr 17 2009, 02:50 PM by Mark Duthoy with 3 comment(s) Tags: Integration, SalesLogix, SalesLogix 7.5, Support, Training

• Retiring Users Who Own SalesLogix Records

  It comes up quite frequently that there are records owned by a user so you cannot retire that user. If you have reassigned all activity records and realigned all account and contact records with the territory realignment tool then there may be private records owned by this user Read more Posted Apr 14 2009, 05:00 PM by Mark Duthoy with no comments Tags: SalesLogix, Scripts, SalesLogix 7.5, Customization

• SalesLogix 7.5.x Application Architect Deployment Path

  I've learned this from past experience. When developing for the web, if you are using the Application Architect on a workstation instead of on the IIS Web server you will need to use Universal Naming Convention in the deployment path Read more Posted Apr 10 2009, 05:00 PM by Mark Duthoy with no comments Tags: SalesLogix, SalesLogix Web, SalesLogix 7.5, Customization

• Importing Leads into SalesLogix 7.5.x Web

  Our friends on SalesLogix Developer originally posted this error and solution but I thought it was important enough to pass it on. After upgrading a 6.2 db to 7.5 web and following the instructions for the upgrade the option to import leads returned an error "Import configuration not found for entity ILead." Read more Posted Apr 07 2009, 06:15 PM by Mark Duthoy with no comments Tags: SalesLogix Web, SalesLogix 7.5, Support, Customization, Training

• SalesLogix Function Security

  The question I received this week was in regards to Exporting records to Excel. The customer wanted to shut off this functionality, but also knew that there were many different ways to access the export function. A user is able to export to excel via... Read more Posted Apr 03 2009, 03:30 PM by Dale Richter with no comments