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If someone has deleted an existing SalesProcess and you need to restore it you can follow this guide.
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This version will run on Windows 2003 x64 and is backed by Sage Support.
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One of our creative SageCRM admins created a custom entity in SageCRM 6.0 and was successfully using that entity for over a year. Just recently one of his unrestricted users started getting the following error every time he tried to enter a new entity
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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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Larry Halsrud has written a thorough guide for setting up Web Clients. I would recommend it to anyone setting up a SalesLogix Web system.
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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 standard settings for Reporting in SageCRM are not sufficient. We repeatedly see issues with reports failing to preview or print.
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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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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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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
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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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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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Usually I blog on SalesLogix but today I want to give everyone a heads up on using Windows Authentication in SageCRM
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If you have installed the SLX Mobile 5.5 Administrator and do not see the SalesLogix users in the Admin Dashboard there is a problem with the Datasource.
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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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