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  • 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
  • Unable to open Application Architect v8.0- Root Element Is Missing

    I recently ran into a problem on a client system after applying an upgrade. When attempting to log into the Application Architect the login would get so far and then throw an error: There is an error in XML document(0,0). (System.xml) Root Elements is missing. (System.xml) The resulting problem was discovered...
    Posted to Kris Halsrud's Blog (Weblog) by on
  • Error: StringConverter cannot convert 'String' to 'Boolean'

    This error usually occurs because an entity property is set as the wrong datatype for it's underlying field. This happens because when adding a new entity from an existing table, it doesn't create those boolean properties correctly. This is not an uncommon issue. In fact, it comes up all the...
    Posted to Jason Buss' Blog (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
  • Picklist attribute behavior has changed in SalesLogix web v8.0

    Before v8.0 of the SalesLogix web client, it used to be that you could define for a given picklist control on a screen whether or not the picklist input allows free form input or not (text does not need to match). This is a property attribute of the web control on the form it resides on. You could also...
    Posted to Kris Halsrud's Blog (Weblog) by on
  • Evaluating strings in C# Code snippets

    When checking for two (or more) different values for a property in a code snippet, you can't simply look at the string values without an error being thrown. For example: Sage.Entity.Interfaces.IAccount acc this.BindingSource.Current as Sage.Entity.Interfaces.IAccount; if (acc.type != "Customer"...
    Posted to Jason Buss' Blog (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
  • Familiarize Yourself with the Saleslogix Web Client

    Workshop Monday, December 16th at 2pm CST. If you are new to the Saleslogix Web client, or would like to get a feel for how it differs from the Windows client, this is the workshop for you. "Saleslogix Web - Navigating the Web Client" will take you through the most commonly used areas, as well...
    Posted to The Inbox (Weblog) by on
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