July 2009 - Posts

• Importing Leads

  Importing Leads seemed to be the question of the week, this week. Leads can be individually added into SalesLogix using the Insert Menu. You can also import a .csv file of Leads directly into SalesLogix. Remember, this is not the same as Contacts. The... Read more Posted Jul 31 2009, 08:00 AM by Dale Richter with no comments

• Why Are Duplicate Groups Showing in the SalesLogix 7.5.1 Web Client?

  Duplicates will appear in the "Group Manager" list view of groups when there are multiple releases of a group. Those duplicate listings cannot be removed unless you go into Architect and modify the release scheme. Read more Posted Jul 29 2009, 05:00 PM by Mark Duthoy with no comments Tags: SalesLogix Web, SalesLogix 7.5, Support, Training

• Delays in Opening the SalesLogix 7.5.1 Lan Client as the Administrator

  If there is a significant delay when yo log into the Lan Client as Administrator it may be due to the fact all Groups in the system are available for viewing. To prevent this please use the following procedure. Read more Posted Jul 24 2009, 05:00 PM by Mark Duthoy with no comments Tags: SalesLogix, SalesLogix 7.5, Support, Training

• Crystal Report Conditions in SalesLogix

  I had a question today from a user that was trying to determine which fields the system was using when they setup the "match by" conditions in SalesLogix. Depending on how the report is setup, you can have the options for Date Range and another... Read more Posted Jul 24 2009, 08:00 AM by Dale Richter with no comments Tags: SalesLogix, SalesLogix 7.5, Support

• Secure Sockets Layer for SalesLogix Mobile

  We were recently asked if SalesLogix Mobile could run under SSL and the easy answer is yes. Simply check on the use SSL in the SalesLogix Mobile Platform Setup and select the correct port. SSL provides an added layer of protection for data transmitted through http by encrypting the data Read more Posted Jul 21 2009, 05:00 PM by Mark Duthoy with no comments Tags: SalesLogix, SalesLogix Mobile, SalesLogix Web, Scripts, SalesLogix 7.5, Support

• Exporting Lookup Results From the SalesLogix 7.5 Web Client

  This is a really handy function that generally works great. However there have been some users that have run into issues during the Export or when saving the export file to a local hard drive Read more Posted Jul 14 2009, 05:15 PM by Mark Duthoy with no comments Tags: SalesLogix Web, SalesLogix 7.5, Support, Training

• Why Doesn't the SalesLogix Contact Address Change When the Account Address Changes?

  On SalesLogix pre-6.2 systems, the address Description was not considered when comparing Account and Contact addresses for the purpose of propagating a changed Account address to a matching Contact address. However, with 6.2 and above, if the Address Descriptions do not match, the addresses are not considered a match. Read more Posted Jul 10 2009, 05:00 PM by Mark Duthoy with no comments Tags: SalesLogix, Scripts, Support

• Activity Confirmations

  When scheduling activities for other users, the activity will automatically send a confirmation. These confirmations are found on the Activitiy list. If you were an additional user on an activity, then you will have the option to decline the activity... Read more Posted Jul 10 2009, 08:00 AM by Dale Richter with no comments Tags: SalesLogix, SalesLogix 7.5

• Creating New Remote Databases When Upgrading to SalesLogix 7.5

  There has been some recent discussion on the need for cutting new remote databases after upgrading. There are typically a number of database schema changes with each upgrade that would require a longer then usual synchronization to transfer to remote users Read more Posted Jul 07 2009, 05:00 PM by Mark Duthoy with no comments Tags: SalesLogix, Sync, Remote Database, SalesLogix 7.5, Support, Training

• Forced distribution of Library Files

  I had a question this week regarding Library Files. This particular customer has a monthly price sheet that needs to be delivered to Sales Representatives, so they can properly quote customers. In the past this has been emailed, but often lost in the... Read more Posted Jul 03 2009, 08:00 AM by Dale Richter with no comments Tags: SalesLogix