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  • How Can You Get a Count of All Your Groups in Saleslogix?

    Today I had a Administrator ask me how they could get a count of all of their groups in SalesLogix. They were doing maintenance and deleting many old groups in the system, which should be done frequently. The following script can be run in the Sql server management studio to show you a count all all...
  • Programatically Looking up Users in Saleslogix Web

    Sometimes the easiest tasks can get in the way of doing the real work. Programatically looking up users should always be an easy task. When I noticed that we didn't appear to have a post on doing this on customerfx.com I thought it was time to create a post on this topic. There are several ways to...
    Posted to Ryan Farley's Blog (Weblog) by on
  • Saleslogix Job Server on an Upgraded SalesLogix 8.1 Web

    Although these steps are primarily for an application server with a web server to host IIS, some of these steps are good checks on any Job Server install. 1. Ensure that the actual executable (SLXJobServer.exe) has been upgraded to 8.1. 2. Port 1895 must be open for inbound and outbound traffic on the...
    Posted to SalesLogix Support (Weblog) by on
  • Using Joins in Saleslogix Web and Saleslogix Cloud

    On demand training. This video is an oldie, but a goodie, and will explain 3 different joins and how they are used: -Brianna
    Posted to The Inbox (Weblog) by on
  • Workshop: Tickets and Saleslogix Web

    Monday, February 3rd at 2pm CST. New to Saleslogix Web or looking to brush up on your ticketing skills? Join us for a free end user workshop and learn how to navigate the ticketing area and how to efficiently use the main features of Tickets. Register now! -Brianna
    Posted to The Inbox (Weblog) by on
  • Saleslogix v8.1 Quick Start Reference Guide

    Sales and Marketing. Sales and marketing users tend to use different parts of Saleslogix than those in a support or customer service. You may spend very little time in the ticketing area, but you most definitely will spend plenty of time going through Leads and scheduling activities with your contacts...
    Posted to The Inbox (Weblog) by on
  • Saleslogix Compatibility Guide

    Now includes v8.1. Swiftpage has released the newest version of the Saleslogix Compatibility Guide, previously called the Saleslogix Compatibility Checkllist, and it now includes information for Saleslogix v7.5 through v8.1. To find out information such as hardware requirements, supported Web client...
    Posted to The Inbox (Weblog) by on
  • Adding Licenses to Saleslogix Web

    Question: I have a new License number to add 10 users and I am running the Web version of SalesLogix version 8.0. Where do I add the new License number? Answer: Even though you are only running the web client, you will need to add your new License numbers via the LAN Administrator. Log into the Administrator...
  • Saleslogix Web Client 8.0 on Firefox v10.x

    With all the browser updates it's tough to keep Saleslogix web client running as it should with the mail merge functionality working and stable. Here's a step by step method to set up Firefox v10.x (you can download v10 at www.oldapps.com) with mail merge. First, if you are running Firefox and...
    Posted to SalesLogix Support (Weblog) by on
  • Set Release Date for Saleslogix v8.1

    December 20th, 2013! Swiftpage has announced that they will release Saleslogix v8.1 to North American customers on December 20th, and with it you can expect a new and improved Outlook integration experience, integrated social networks, the ability to add multiple attendees to an Activity, and so much...
    Posted to The Inbox (Weblog) by on
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Saint Paul, Minnesota 55114
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