October 2009 - Posts

• Report Settings in SageCRM

  The standard settings for Reporting in SageCRM are not sufficient. We repeatedly see issues with reports failing to preview or print. Read more Posted Oct 28 2009, 07:00 AM by Mark Duthoy with no comments Tags: Reports, SageCRM, Support, Training

• SalesLogix Workgroup Log Files

  The SalesLogix WGLogs folder contains all the files the system has created for syncing data from the main database to remote users. If you have installed the Synchronization server and ran an initial sync these log files will continue to build in the WGLogs folder until the sync server runs and removes all but the active log file. Read more Posted Oct 26 2009, 07:00 AM by Mark Duthoy with 19 comment(s) Tags: Remote Database, SalesLogix, Scripts, Support, Sync, Training

• SalesLogix Field Security Profiles

  Well, it never ceases to amaze me that there are always new things to learn about SalesLogix. This week I had a customer that customized their Account Detail View. We were able to access the new fields and enter data, when we were logged in as Admin. However, when you are logged in as a Read more Posted Oct 23 2009, 08:00 AM by Dale Richter with 1 comment(s) Tags: SalesLogix, SalesLogix 7.5

• Adding the More Button to the SalesLogix Quick Find Form

  Have you ever wanted to use the Quick Find option in SalesLogix Client but wanted to look at a different field then the Account.Company, Contact.LastName, or TicketID? The quick way to accomplish this is by adding the More button to the Main View. Read more Posted Oct 22 2009, 07:00 AM by Mark Duthoy with no comments Tags: Customization, SalesLogix, SalesLogix 7.5, Support

• Using a SQL Query to Update the Person Table in SageCRM

  After a recent import into SageCRM we noticed the Person table did not reflect the same Account Manager when those people are in the same Company. We decided to update the tables in SQL rather then rerun the import and risk overwriting any new data Read more Posted Oct 16 2009, 05:00 PM by Mark Duthoy with 2 comment(s) Tags: Sage CRM, Scripts, Support, Training

• Importing Users In SalesLogix 7.5.x

  There are times when the SalesLogix Administrator is asked to import users from an .xls spreadsheet. Fortunately there is a handy little import wizard built right into the Admin application Read more Posted Oct 12 2009, 05:00 PM by Mark Duthoy with 1 comment(s) Tags: Imports, SalesLogix, SalesLogix 7.5, Support, Training

• Customizations in SalesLogix LAN Client vs SalesLogix Web Client

  This week a customer asked me whether there new LAN Customizations would automatically be a part of the Web Client. Currently SalesLogix does not have a way to create a customization once and deploy it to both versions of the client. Any customizations... Read more Posted Oct 09 2009, 08:00 AM by Dale Richter with no comments Tags: SalesLogix, SalesLogix 7.5

• Using a SQL Trigger to Remedy SalesLogix 7.5.1 Defect 1-68130

  In SalesLogix 7.5.1 Web client on a SQL2005 database there is a known defect where null values in the activity table prevent users from seeing activities in the Activities View. We have used scripts to correct the issue but those scripts must be run every time the issue reappears. Read more Posted Oct 05 2009, 10:00 AM by Mark Duthoy with 1 comment(s) Tags: SalesLogix, SalesLogix 7.5, SalesLogix Web, Scripts, Support, Training