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  • SalesLogix Intellisync on a 7.5 Remote Client

    Here is an unusual error we encountered on a Remote Client attempting to synchronize his Outlook Calendar activities with his SalesLogix Calendar. His sync cycle stated he was sync ing 5000 activities from Outlook to SalesLogix which was impossible since he had only 20 activities on his Outlook calendar...
    Posted to SalesLogix Support (Weblog) by on
  • Using the Copy Profile Option in SalesLogix 7.5 Admin

    The Copy Profile function in SalesLogix Admin provides a quick way to set selected users up with either an existing profile template or by copying the profile of an existing user. The administrator has the ability to copy up to ten separate sub profiles to any or all SalesLogix users. This is a great...
    Posted to SalesLogix Support (Weblog) by on
  • Function Security In SalesLogix

    We recently came across a client that could not open Attachments in the 7.5 lan client. Initially we thought there was a problem with the Account form but after further digging discovered the security for this user was changed to prevent them from Opening, Deleting, Editing or Updating Attachments. So...
    Posted to SalesLogix Support (Weblog) by on
  • Shrinking the SalesLogix Log File in SQL2005

    When the SQL Recovery model is set to “Full” this setting keeps older log records in the file for the most detailed recovery. This setting can create extremely large log files which may not be needed. Try the procedure below via SQL Server Management Studio to fully shrink the log file: 1. Right click...
    Posted to SalesLogix Support (Weblog) by on
  • SalesLogix Upgrades

    This week I have had many conversations with clients regarding SalesLogix upgrades . Although everyone wants the new features and improvements of new software versions, they are often very reluctant to go through the upgrade process. I think it is important to understand that once software is purchased...
    Posted to SalesLogix Support (Weblog) by on
  • SalesLogix 7.5 and IE8 Compatibility - Good News!

    The shipping version on IE8 has a compatibility view button allowing users to view the page in the Internet Explorer 7 rendering engine. This eliminates duplicated menu items or overlapping fields in the SLXClient. And if you open tools compatibility view settings you can toggle to view all web sites...
    Posted to SalesLogix Support (Weblog) by on
  • SalesLogix 7.5.1 Web Reporting Tech Tip

    Web reporting was configured, deployed, and working on a 7.5.1 SalesLogix web server but after installing a customization bundle the Web Reports icon returned the following error: "Web Reporting has not been configured. Please contact your SalesLogix Administrator." After some troubleshooting...
    Posted to SalesLogix Support (Weblog) by on
  • SalesLogix Folder Sharing

    One of the requirements for sharing attachments and library files is a shared folder open to all SalesLogix users. Security on this folder should be set to full control. We usually test the shared folder, slxlogging for our example, by asking users to browse to the folder, open a file, write a file to...
    Posted to SalesLogix Support (Weblog) by on
  • SalesLogix 7.5 Web Client Browser Compatibility

    For those of us who want the latest and greatest web browser be aware that SalesLogix 7.5 is not authorized for IE8. Internet Explorer 8 will be authorized at some point in the future but for now version 7.5 is only authorized for IE7 and IE6 and for Mozilla Firefox (except for the active mail feature...
    Posted to SalesLogix Support (Weblog) by on
  • Personal Activities in SalesLogix 7.5

    I was recently asked why I could not delete an activity for another SalesLogix user even though I was logged in as the administrator. This is where the SalesLogix security takes over, even the Administrator cannot edit or delete a personal activity for another SalesLogix user. What can be seen through...
    Posted to SalesLogix Support (Weblog) by on
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Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

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