May 2009 - Posts

• SalesLogix Upgrades

  This week I have had many conversations with clients regarding SalesLogix upgrades . Although everyone wants the new features and improvements of new software versions, they are often very reluctant to go through the upgrade process. I think it is important... Read more Posted May 29 2009, 08:00 AM by Dale Richter with no comments Tags: MAS 500, MAS 90, MAS90, SalesLogix, SalesLogix 7.5, SalesLogix Web, Support

• SalesLogix 7.5 and IE8 Compatibility - Good News!

  The shipping version on IE8 has a compatibility view button allowing users to view the page in the Internet Explorer 7 rendering engine. This eliminates duplicated menu items or overlapping fields Read more Posted May 26 2009, 08:00 AM by Mark Duthoy with no comments Tags: SalesLogix, SalesLogix 7.5, SalesLogix Web, Support, Training

• SalesLogix 7.5.1 Web Reporting Tech Tip

  Web reporting was configured, deployed, and working on a 7.5.1 SalesLogix web server but after installing a customization bundle the Web Reports icon returned the following error: Read more Posted May 22 2009, 05:00 PM by Mark Duthoy with 3 comment(s) Tags: Reports, SalesLogix, SalesLogix 7.5, SalesLogix Web, Support, Training

• Upgrading SalesLogix

  I have has several calls recently in regards to issues they may be having in older SalesLogix versions. Administrators need to realize that once they purchase software, that same software needs to be upgraded at some point. Depending on the complexity... Read more Posted May 22 2009, 04:25 PM by Dale Richter with no comments Tags: SalesLogix, Support

• SalesLogix Opportunity Default Settings

  I feel as if I have tackled this issue in the past. I had a call from an Administrator today in regards to the Opportunity Default Settings. These settings are located on the LAN Cleint under the Tools/Manage/Opportunity Detaults. The administrator believed... Read more Posted May 20 2009, 08:00 AM by Dale Richter with no comments

• 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? Read more Posted May 19 2009, 05:45 PM by Mark Duthoy with 1 comment(s) Tags: Attachment, Customization, Integration, SalesLogix, Support, Training

• SalesLogix Folder Sharing

  One of the requirements for sharing attachments and library files is a shared folder open to all SalesLogix users. Security on this folder should be set to full control. We usually test the shared folder Read more Posted May 16 2009, 10:30 AM by Mark Duthoy with 1 comment(s) Tags: Attachment, Remote Database, SalesLogix, SalesLogix 7.5, Support, Sync, Training

• SalesLogix 7.5 Web Client Browser Compatibility

  For those of us who want the latest and greatest web browser be aware that SalesLogix 7.5 Read more Posted May 11 2009, 05:00 PM by Mark Duthoy with 2 comment(s) Tags: SalesLogix, SalesLogix 7.5, SalesLogix Web, Support, Training

• Clean Uninstall of SalesLogix

  There may be a time when you will need to uninstall an earlier version of SalesLogix Read more Posted May 09 2009, 12:01 PM by Mark Duthoy with no comments Tags: SalesLogix, Support, Training

• Personal Activities in SalesLogix 7.5

  I was recently asked why I could not delete an activity for another SalesLogix user even though I was logged in as the administrator Read more Posted May 05 2009, 05:30 PM by Mark Duthoy with no comments Tags: SalesLogix, SalesLogix 7.5, SalesLogix Security

• SalesLogix Administrative Roles

  I was working with a client recently and asked him to install a bundle logged in as the administrator. As I followed along I saw he had successfully installed and released the bundle to all users. In addition to the bundle there was some script changes we needed to implement. Read more Posted May 02 2009, 11:30 AM by Mark Duthoy with 1 comment(s) Tags: Installation, SalesLogix, Scripts, Support, Training

• SalesLogix Data Dictionary

  Companies often make customizations to their SalesLogix System, however they do not often track the reasoning behing these changes or the data elements that are necessary for customizations to work properly. I always recommend that the SalesLogix Administrator... Read more Posted May 01 2009, 08:00 AM by Dale Richter with 1 comment(s) Tags: SageCRM, SalesLogix, SalesLogix 7.5, SalesLogix Web