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  • Clean Uninstall of SalesLogix

    There may be a time when you will need to uninstall an earlier version of SalesLogix. There are two areas you will want to address, the registry and the folders in Program Files. If you really want to make sure all remnants are removed purge the registry of any SalesLogix reference and remove the folders...
    Posted to SalesLogix Support (Weblog) by on
  • Updating the SalesLogix Defect Items Crystal Report

    Finishing up with the last of the Defect Family of reports, today we will modify the Defect Items 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...
    Posted to George Jensen's Blog (Weblog) by on
  • SalesLogix Mobile v5.5 Screenshots

    New release is weeks away! Yesterday I attended a Sage Business Partner call. The purpose of the call was to give Business Partners an overview of the new features in SalesLogix Mobile v5.5. The new release is on schedule for the middle of May, expect availability soon! Below are a few screenshots of...
  • Providing interface feedback - Progress Bars

    When performing lengthy updates in the SalesLogix client, it's a good idea to provide the user with some degree of feedback so that it doesn't appear as though SalesLogix has locked up. The Progress Bar control, can be used for this purpose: Progress Bar The main properties in this control you...
    Posted to Jason Buss' Blog (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
  • Updating the SalesLogix Defect Activities Crystal Report

    Continuing on with the Defect Family of reports, today we will modify the Defect Activity 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...
    Posted to George Jensen's Blog (Weblog) by on
  • SalesLogix Administrative Roles

    I was working with a client recently and asked him to install a bundle logged in as the administrator. As I followed along I saw he had successfully installed and released the bundle to all users. In addition to the bundle there was some script changes we needed to implement. He opened the Architect...
    Posted to SalesLogix Support (Weblog) by on
  • SalesLogix Data Dictionary

    Companies often make customizations to their SalesLogix System, however they do not often track the reasoning behing these changes or the data elements that are necessary for customizations to work properly. I always recommend that the SalesLogix Administrator create a data dictionary that can be placed...
    Posted to SalesLogix Support (Weblog) by on
  • 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
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