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  • Adding items to the Opportunity Snapshot (LAN)

    The opportunity snapshot on the Opportunity Detail view is a handy place to display summary information, but customizing it can be a bit confusing. The Snapshot is simply a browser control, displaying HTML which is being generated by a method on the Opportunity detail screen. You can see the HTML code...
    Posted to Jason Buss' Blog (Weblog) by on
  • Installing MSDE from the SalesLogix 7.0 DVD

    In a recent situation we were asked to install a remote SalesLogix 7.0 SQL2000 database on a notebook with SQL 2005 Server. We were able to remove SQL Server 2005 in this case but when we attempted to install MSDE we were prompted to use a strong password and the installation stopped until we added that...
    Posted to SalesLogix Support (Weblog) by on
  • Fixing the SalesLogix Defect Details Crystal Report

    Getting started on the Defect Family of reports, today we will modify the Defect Crystal Report that comes with a standard Implementation of Sage SalesLogix . On December 08, 2008 in a blog post labeled SalesLogix Contract and Defect Level Reports , I wrote the following section on the Defect Report...
    Posted to George Jensen's Blog (Weblog) by on
  • SalesLogix Awarded Top 15 Rating in Two Categories

    I've been in this business since 1987, and I can't remember this happening (but memory is the first thing to go right?) ISM Top 15 has become a prestigious award over the years, and this year awarded SalesLogix Top 15 in BOTH Small & Medium Business CRM (SMB) and Enterprise CRM. This marks...
  • Exception EOleException On SalesLogix LAN Clients

    Here is an error that we have seen in the SalesLogix LAN clients...This fix will help you avoid a complete uninstall and reinstall. Exception EOleException: User Option not found PersonalLayout:ActivityLayout Exception location: [00AEBE95]{SalesLogix.exe} The problem is probably related to contaminated...
    Posted to SalesLogix Support (Weblog) by on
  • Preparing a Spreadsheet for Import

    Whether you are importing Leads or Contacts/Accounts into SalesLogix you need to make sure that you import clean data. My personal belief is that you need to clean the data prior to import, not import first and then clean up your data. One of the first things you need to do with import data is to make...
    Posted to SalesLogix Support (Weblog) by on
  • Modifying the SalesLogix Expired Contracts Report

    Finishing up on the Contract Family of reports, today we will modify the Expired Contracts Crystal Report that comes with a standard Implementation of Sage SalesLogix . On December 08, 2008 in a blog post labeled SalesLogix Contract and Defect Level Reports , I wrote the following section on the Expired...
    Posted to George Jensen's Blog (Weblog) by on
  • SalesLogix Mobile CRM

    New white paper. This month Sage released an updated version of their SalesLogix Mobile CRM white paper - see attachment. This paper gives a great overview of mobile CRM, benefits of using mobile CRM, what to consider when adopting mobile CRM, and specifics about SalesLogix Mobile CRM. If you are thinking...
  • Avoiding Duplicate Ticket Numbers in SalesLogix

    SalesLogix uses an internal function to create Ticket numbers based off the table ID for the record. The first two sections of these numbers indicate the user or site creating the number. The last number section is a hash based off the table ID values. The combination of these two sets of numbers is...
    Posted to SalesLogix Support (Weblog) by on
  • Free SalesLogix Report Download - Contact by Account Report

    Another enhanced report is available for download, courtesy of George Jensen and Customer FX. You can download a free copy of the Contact By Account report using this link Get details on this enhanced report here... Get all of our Free SalesLogix Reports here...
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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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