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  • Global Joins in the Saleslogix Web Client

    Question: How can I make a Global Join stick in the Saleslogix Web Client? Currently, when I create a global join, it does not show up in the Query Builder. Answer: We have recently found there is an issue with Global Joins sticking in the Web Client. The work around that we are using is to log into...
  • Diagnosing Sdata 500 Errors In Saleslogix Web 8.0

    We had a user looking up an opportunity by description so they could attach an email to the Opportunity. This brought the SData feature of Saleslogix into play since it is used by the Saleslogix Desktop integration. However the Opportunity Lookup returned SData 500 error Internal Server Error. This is...
    Posted to SalesLogix Support (Weblog) by on
  • Saleslogix Business Care

    Updated datasheet. Swiftpage recently updated the Saleslogix Business Care datasheet, and if you are wondering what benefits are available at the different tiers, this is a handy sheet to have. The updated sheet reflects Swiftpage's new datasheet template and the new Saleslogix branding. Check out...
    Posted to The Inbox (Weblog) by on
  • 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
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Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
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