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  • Adjusting the Sage SalesLogix Current Activities Crystal Report

    Today we start fixing or adjusting the Activity Level reports that come with a standard Implementation of Sage SalesLogix. On November 25th 2008 in a post labeled SalesLogix Activity Level Reports , I wrote the following on the "Current Activities" Crystal report: The Current Activities report...
    Posted to George Jensen's Blog (Weblog) by on
  • SalesLogix vs. Salesforce.com - Document Management

    I just watched a Salesforce.com presentation highlighting their new "Document Management' solution which was just announced at the recent Dreamforce conference. The presenter said that they purchased the solution from another company and that they have been working to integrate it into Salesforce...
  • SalesLogix Toolbars and Navigation Bar

    I received an email today from an account that has many customizations on their SalesLogix System. During these customizations their business partner had removed many of the icons across the top of the screen, as well as a couple of items from the Navigation bar. Because these items were removed early...
    Posted to SalesLogix Support (Weblog) by on
  • Form types in the SalesLogix LAN Client

    I wanted to take this blog post to briefly outline the different types of Forms available to you in the SalesLogix LAN client, mostly for anyone who is new to creating views and customizing SalesLogix. Essentially, there are three types of Forms: MainView forms, Data Forms and Manage Forms. (I suppose...
    Posted to Jason Buss' Blog (Weblog) by on
  • Build Queries without Query Builder in SalesLogix

    Even a newbie to SalesLogix knows you can do lookups by clicking on label buttons, but did you know you could further refine your search criteria without using the query builder? To create a group of Prospects in New York, click on the Type label-lookup button on the Account detail screen, type in "Prospect"...
    Posted to SalesLogix Support (Weblog) by on
  • Fixing the Territory Realignment Report

    I am in the early stages of going through and fixing the Crystal Reports that come with a standard Implementation of Sage SalesLogix. The fixes or adjustments are based on my review of the reports from November 2008 until the middle of February 2009. The SalesLogix Report I am targeting today is the...
    Posted to George Jensen's Blog (Weblog) by on
  • Is SalesLogix Today Catching a Trend?

    Back in January Oracle announced a new model for it CRM SaaS offering giving customers an option to have a dedicated server rather than sharing a physical server with many other customers as Salesforce.com requires. Some benefits SalesLogix Today shares with the Oracle offering (from the Business Insider...
  • SalesLogix Today Finally Launched

    We've been waiting awhile for the official announcement from Sage on SalesLogix Today. Think they wanted to wait until their recent Business Partner Broadcast, which makes sense. For a refresher see the benefits of the SalesLogix Today offering. Complete info on SalesLogix Today is here.
  • SalesLogix 7.5 field security - Issues with bundled changes

    I have noticed that SalesLogix has a problem when delivering customizations to a system via a bundle when the bundle contains changes to the database structure, specifically adding fields to existing tables.  It does not seem to matter if you use a "create table" or "create field"...
    Posted to Kris Halsrud's Blog (Weblog) by on
  • Changing the SalesLogix 7.5 Intellisync Group

    In SalesLogix 7.5 you only get one chance to select your adhoc contact group for Intellisync, usually that group is SyncSalesLogix. What if you selected the incorrect group or you decide to change the default sync group? Well you should delete the bad group from within SalesLogix, but the useroptions...
    Posted to SalesLogix Support (Weblog) by on
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