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 Read more

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... Read more

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... Read more

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. Read more

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 Read more

Sage has released updated SalesLogix 7.5 SP2 API Reference documentation: The SalesLogix 7.5.2 API covers: Business Rules Business rules for Activity, Address, Campaign, Contact, Defect, History, Lead, Opportunity, Owner, Product, Return, Sales Order... Read more

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. Read more

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 Read more

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 Read more

Larry Halsrud has written a thorough guide for setting up Web Clients. I would recommend it to anyone setting up a SalesLogix Web system. Read more

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. Read more

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. Read more

The standard settings for Reporting in SageCRM are not sufficient. We repeatedly see issues with reports failing to preview or print. Read more

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

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

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

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

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

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

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

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 Read more

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 Read more

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... Read more

Usually I blog on SalesLogix but today I want to give everyone a heads up on using Windows Authentication in SageCRM Read more

Import data into Sage CRM I blog often about importing, and today I am going to blog about importing into SageCRM. When you import, make sure that your data is very clean. Read more