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  • Using a SQL Trigger to Remedy SalesLogix 7.5.1 Defect 1-68130

    In SalesLogix 7.5.1 Web client on a SQL2005 database there is a known defect where null values in the activity table prevent users from seeing activities in the Activities View. We have used scripts to correct the issue but those scripts must be run every time the issue reappears. Here is a trigger that...
    Posted to SalesLogix Support (Weblog) by on
  • Viewing SalesLogix Attachments

    There are times when the Attachments on the SalesLogix Lan and Web clients start to open slowly and the Attachments grid under the Accounts, Contacts, Opportunities, and Tickets take an eternity to open. Today we will explore methods to decrease that lag and keep your Documents folder under control....
    Posted to SalesLogix Support (Weblog) by on
  • What Happened to the SalesLogix Close Opportunity Form?

    I recently assisted a client with restoring the Close Opportunity Form that appears when you select "Closed - Won" from the Opportunity Status field. The form is dependent on the exact picklist value and that value had been changed to "Closed-Won". There are certain controls that...
    Posted to SalesLogix Support (Weblog) by on
  • Using Windows Authentication in SageCRM 6.2

    Usually I blog on SalesLogix but today I want to give everyone a heads up on using Windows Authentication in SageCRM. The first thing you will need to do is open the Internet Information Services Manager, highlite the CRM application under the default web site, open the properties, and take off the check...
    Posted to SalesLogix Support (Weblog) by on
  • SalesLogix Mobile 5.5 Install Tip

    If you have installed the SLX Mobile 5.5 Administrator and do not see the SalesLogix users in the Admin Dashboard there is a problem with the Datasource. The Datasource must use sysdba and the sysdba password in order to open the sysdba.users table. If you change the SalesLogix database settings username...
    Posted to SalesLogix Support (Weblog) by on
  • Building a Group of SalesLogix Contacts Through an Association in SalesLogix 7.5.1

    Have you ever needed to build a group of contacts starting from the account level? Here is an example of group of contacts that are linked to the associated Accounts. We start the group from the Account list view and select an accountid as our sole condition. After creating the condition we will need...
    Posted to SalesLogix Support (Weblog) by on
  • DynaLink Service Error in SalesLogix 7.x

    I recently ran into an issue where the SalesLogix DynaLink jobs stopped running. We looked at the service which continued to start successfully but the DynaLink jobs did not kick off and the Event Viewer returned the following error: "no connection could be made because the target machine actively...
    Posted to SalesLogix Support (Weblog) by on
  • Customer Portal Default Ticket Display in SalesLogix 7.5.x

    Here is a tip for SalesLogix web Admins. If your customers do not see their tickets in the Customer Portal you will need to change the default content page in Internet Information Services. Open IIS and select the Customer Portal Application from the SalesLogix Web Site. RMB and select Properties then...
    Posted to SalesLogix Support (Weblog) by on
  • SalesLogix Accounts Did Not Sync Out To Remotes

    If you have been around SalesLogix as long as I have you have seen this issue from version 5 to v7.5. My advice on troubleshooting is to make sure the users default team is set correctly, the sync server is sending files and the remote user is receiving files, the remote user has access to the account...
    Posted to SalesLogix Support (Weblog) by on
  • Crystal Reports Professional XI R2 SP3 for SalesLogix 7.5.x Issue

    The SalesLogix 7.5 Compatibility Checklist and Implemenation Guide say that Crystal Reports Professional XI R2 needs to be upgraded to Service Pack 3 (SP3). Also, SP3 is provided on the Crystal installation DVD. However, when you try to install SP3 the below message appears and the installation stops...
    Posted to SalesLogix Support (Weblog) by on
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