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  • Removing Bundles

    Caution!!!! When you receive a bundle to test, make sure you load that bundle into a test system first. Once you have tested your bundle and want to apply to the LIVE database, you can do so. If for some reason this bundle needs to be removed, you do not need to remove the entire bundle. Although sometimes...
    Posted to SalesLogix Support (Weblog) by on
  • Disabling Outlook Integration with SalesLogix 7.x

    I recently was asked to disable the integration with Outlook 2007 for a user. They did not want to see the SalesLogix Icons in Outlook any longer and did not want to be prompted to login to the SalesLogix database when opening Outlook. This seemed like a strange request considering I am usually asked...
    Posted to SalesLogix Support (Weblog) by on
  • Sage Summit Customer Conference 2009

    Find out about new products and build relationships. Every year Sage holds a customer conference called Sage Summit, a great opportunity for you to learn about new products and ideas, and to build relationships with peers within and outside of your industry. The information available at this time is...
    Posted to The Inbox (Weblog) by on
  • Updating the SalesLogix Contact by Account Crystal Report

    Real quick post today as we continue fixing adjusting and updating the Crystal Reports that come with a standard Implementation of Sage SalesLogix. On November 28, 2008 I wrote a blog post labeled SalesLogix Contact level Reports , the following is a portion of the post concerning the Contact By Account...
    Posted to George Jensen's Blog (Weblog) by on
  • Status Definitions of SalesLogix Contact Processes

    SalesLogix stores contact processes that have been, or are, scheduled for contacts in the PROCESS table.  This table contains both historical data about completed and aborted records, as well as currently running processes.  In the table there is a Status column.  The following defines...
    Posted to Kris Halsrud's Blog (Weblog) by on
  • Building new Main Views in SalesLogix LAN - Part 2

    In my last Main Views article, I created the detail view as well as the mainview. For this next part, I'll go through creating an insert view, as well as toolbar and menu items for the new SLXProject entity. Creating the Insert View: The insert view for this new area will be created as a manage view...
    Posted to Jason Buss' Blog (Weblog) by on
  • Retiring Users Who Own SalesLogix Records

    It comes up quite frequently that there are records owned by a user so you cannot retire that user. If you have reassigned all activity records and realigned all account and contact records with the territory realignment tool then there may be private records owned by this user, delete or change those...
    Posted to SalesLogix Support (Weblog) by on
  • Improving the SalesLogix Contact Summary Crystal Report

    We are now half way through fixing or adjusting the six Contact Level Crystal reports that come with a standard implementation of Sage SalesLogix. Today we focus on The Contact Summary Report. On November 28 2008 I wrote a blog post labeled SalesLogix Contact level Reports , the following is an exert...
    Posted to George Jensen's Blog (Weblog) by on
  • Free SalesLogix Report Downloads

    We've added a new page to our site listing all of the Enhanced SalesLogix Reports we are creating as part of an ongoing series of blog posts by George Jensen, Crystal Reports Guru at CFX. We are going through every report that ships with SalesLogix and fixing issues as well as adding enhancements...
  • Free Saleslogix Reports

    New and Improved Versions of Saleslogix Crystal Reports We're modifying, enhancing and fixing every Saleslogix Report that comes standard with Saleslogix. Check back often, since we're averaging about 1 new report per week. Enjoy. Saleslogix Work Order Added 09/01/2009 Enhancement Detail Download...
    Posted to Power2Software (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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