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  • 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
  • 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
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Customer FX Corporation
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Saint Paul, Minnesota 55114
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