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We recently found a SalesLogix Mobile Client that would not complete the full data synchronization. In the Mobile Administrator we found this line under the critical errors: 'Error in SynchronizaitonJob - job has been canceled
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One of my customers had an issue this week with setting the date on their system. They were trying to run a contact process and back date the note that was going to be entered on the Contact Record. Because of their Licensing Level, they are unable to...
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This week I have discovered that the Web Viewer licensed used in version 7.51 is unable to enter notes on a record. This is functionality that a Web Viewer should be able to use, according to the license definition. Sage Software has put out a Hotfix...
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In older databases, the main tables are locked down, which is why we always used extension tables. However, you can get around that by setting the UserDef field in the SecTableDefs table to "T" for all records where tablename = Whatever tablename your looking at. If there's a specific requirement for those fields to be in the main table, then we'll temporarily make that change to the sectabledefs data to add the fields.
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Everyone has heard about SaaS and now the all the buzz is the Cloud. We may have our own opinions but here is how the National Institute of Standards and Technology defines the Cloud.
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If you get the message "cannot login non-admin" when trying to open the Application Architect you will need to make a change to the usersecurity table
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If a SalesLogix 7.5.1 Web Client user is unable to access a particular type of page, (Account, Contact, or Opportunity pages for example) even when the SalesLogix login is performed at different workstations, and other users do not experience the same problem, it probably is due
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We had a web client user successfully using MailMerge on a test web installation but after production was put into place mailmerge failed. With a little digging we discovered the initial download to install the Active Mail components places a .dll, Slxemailnotifier.dll, in the Windows\system32 dir and writes a registry setting detailing what web site the SLXclient opens.
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The following procedure outlines the steps we used to deploy the SData Portal on a 7.5.1 Eval Database. Before deploying we rebuilt the Web Platform and configured the SalesLogix admin user to use windows authentication.
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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.
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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
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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.
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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
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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...
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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.
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There are times when the Attachments on the SalesLogix Lan and Web clients start to open slowly and the Attachments grid under the Accounts, Contacts, Opportunities, and Tickets take an eternity to open. Today we will explore methods to decrease that lag
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I recently assisted a client with restoring the Close Opportunity Form that appears when you select "Closed - Won" from the Opportunity Status field. The form is dependent on
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This week I received a question regarding the Description that is used by Opportunities. In the Opportunities Defaults options, it states that you can customize this option by "contacting your Administrator". This option can only be customized...
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Have you ever needed to build a group of contacts starting from the account level? Here is an example of group of contacts that are linked to the associated Accounts. We start the group from the Account list view and select an accountid as our sole condition.
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I recently ran into an issue where the SalesLogix DynaLink jobs stopped running. We looked at the service which continued to start successfully but the DynaLink jobs did not kick off and the Event Viewer returned the following error
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Here is a tip for SalesLogix web Admins. If your customers do not see their tickets in the Customer Portal you will need to change the default content
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If you have been around SalesLogix as long as I have you have seen this issue from version 5 to v7.5. My advice on troubleshooting is to make sure the users default team is set correctly, the sync server is sending files and the remote user
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The SalesLogix 7.5 Compatibility Checklist and Implemenation Guide say that Crysatl Reports Professional XI R2 needs to be upgraded to Service Pack 3 (SP3). Also, SP3 is provided on the Crystal installation DVD. However, when you try to install SP3 the below message appears
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We recently helped a client with an issue on a custom date field. Here is the problem. When entering 11/2/08 into a custom date field, the date changes to 11/1/08 (ironically enough this is the day that Day Light Savings Ends).
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We recently corrected a database that was upgraded to 7.5.1 and after the upgrade the Activities were no longer visible in the web client Activities Window. The Activity window in the LAN client continued to display Activities.
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