June 2009 - Posts

• Missing Group Members Issue Fixed in SalesLogix 7.5.1 Hot Fix 6

  In the SalesLogix 7.5.1 web client we found an issue with breaks in group members when there are multiple per-Account group members. Read more Posted Jun 25 2009, 05:00 PM by Mark Duthoy with no comments Tags: SalesLogix, SalesLogix Web, SalesLogix 7.5, Support, Training

• User Configuration

  I was working with a Client this week on SageCRM.com, and though this product looks similar to SageCRM when looking at the interface, there are several very large differences when you take a closer look. In SageCRM you have an area for High Level User... Read more Posted Jun 23 2009, 09:05 AM by Dale Richter with no comments Tags: Sage CRM

• SalesLogix 7.5 Web Upgrade Role Fix

  During a recent trial upgrade from SalesLogix 7.2 Web to 7.5 Web we encountered the following error while browsing through the web client- "No row with the given identifier Read more Posted Jun 19 2009, 07:00 AM by Mark Duthoy with 1 comment(s) Tags: SalesLogix, Installation, SalesLogix Web, Scripts, SalesLogix 7.5, Support, Training

• SalesLogix 7.5 with KnowledgeSync

  Here is a tip that SalesLogix Admins can use when they upgrade to SalesLogix 7.5 and use KnowledgeSync Read more Posted Jun 16 2009, 05:00 PM by Mark Duthoy with 2 comment(s) Tags: SalesLogix, Installation, SalesLogix Web, Scripts, SalesLogix 7.5, Support, Training, KnowledgeSync

• SalesLogix Intellisync on a 7.5 Remote Client

  Here is an unusual error we encountered on a Remote Client attempting to synchronize his Outlook Calendar activities with his SalesLogix Calendar. Read more Posted Jun 12 2009, 05:00 PM by Mark Duthoy with no comments Tags: SalesLogix, Sync, SalesLogix 7.5, Support, Training

• Using Zip codes for Territories

  Recently a client of ours wanted to start using Territories. They currently have all of their account records ownership under "Everyone". They thought they would begin to divide the Country by City and State. My recommendations was to use Zipcode... Read more Posted Jun 12 2009, 03:30 PM by Dale Richter with no comments Tags: SalesLogix

• Using the Copy Profile Option in SalesLogix 7.5 Admin

  The Copy Profile function in SalesLogix Admin provides a quick way to set selected users up with either an existing profile template or by copying the profile of an existing user. The administrator has the ability to copy up to ten separate sub profiles to any or all SalesLogix users. This is a great way to streamline creation of new users! However Read more Posted Jun 09 2009, 05:30 PM by Mark Duthoy with 1 comment(s) Tags: SalesLogix, SalesLogix Web, SalesLogix 7.5, Support, Training, SalesLogix Security

• Function Security In SalesLogix

  We recently came across a client that could not open Attachments in the 7.5 lan client. Initially we thought there was a problem with the Account form but after further digging discovered the security for this user was changed Read more Posted Jun 05 2009, 05:00 PM by Mark Duthoy with no comments Tags: SalesLogix, SalesLogix Web, SalesLogix 7.5, Support, Training, SalesLogix Security

• Access to records

  I had a question today from a customer regarding ownership of records. They have a new consultant that needs access to some Account Records, but certainly not the majority of the database. They could not figured out how to do this, especially since their... Read more Posted Jun 05 2009, 08:00 AM by Dale Richter with no comments Tags: SalesLogix, SalesLogix Security

• Shrinking the SalesLogix Log File in SQL2005

  When the SQL Recovery model is set to “Full” this setting keeps older log records in the file for the most detailed recovery. This setting can create extremely large log files which may not be needed. Read more Posted Jun 02 2009, 05:55 PM by Mark Duthoy with no comments Tags: SalesLogix, SalesLogix Web, SalesLogix 7.5, Support