Articles by Customer FX

Editing Filters in Saleslogix Web Client 8.0

by Customer FX | Apr 8, 2014 | Infor CRM

Is it possible to add or remove Saleslogix filters from the List view in Accounts?

Global Joins in the Saleslogix Web Client

by Customer FX | Mar 7, 2014 | Infor CRM

Question: How can I make a Global Join stick in the Saleslogix Web Client? Currently, when I create a global join, it does not show up in the Query Builder.

How Can You Get a Count of All Your Groups in Saleslogix?

by Customer FX | Feb 12, 2014 | Infor CRM

Today I had a Administrator ask me how they could get a count of all of their groups in SalesLogix. They were doing maintenance and deleting many old groups in the system, which should be done frequently. The following script can be run in the Sql server management studio to show you a count all all groups in Saleslogix:

How Do You Unlock a Saleslogix Users Login?

by Customer FX | Feb 4, 2014 | Infor CRM

Question: I have a user that is locked out of their account and unable to log into Salelogix. I know the user is active, how can I unlock the user?

Adding Licenses to Saleslogix Web

by Customer FX | Dec 31, 2013 | Infor CRM

Question: I have a new License number to add 10 users and I am running the Web version of SalesLogix version 8.0. Where do I add the new License number?

Do I Need to Assign a Role to a User in Saleslogix Web Version 8.0?

by Customer FX | Dec 2, 2013 | Infor CRM

I currently have SalesLogix LAN , version 7.54. I currently do not have any roles assigned to users? In the 8.0 Web version, do I need to assign roles?

Can I use Internet Explorer with SalesLogix version 8.0?

by Customer FX | Jun 28, 2013 | Infor CRM

Question: I am upgrading to SalesLogix version 8.0, and I am wondering if I can still use Internet Explorer version 8 or should I also upgrade my browser? Answer: Yes. Internet Explorer is certainly supported with SalesLogix 8.0, however, you'll find much better performance with Firefox. Take a look at the following and see some benchmark results showing speed comparisons between Internet Explorer and Firefox when using SalesLogix.

Upgrading SalesLogix vs Migration to SalesLogix version 8.0

by Customer FX | Jun 19, 2013 | Infor CRM

We want to get off the desktop versions and into the Cloud. I have been working with Sage and our BP already, but looking to get some more perspectives. In your world, what is the best way to achieve this? Our BP is suggesting an upgrade instead of a migration.

I receive an error when I try to run the SalesLogix sysdbafix_script.

by Customer FX | Jun 5, 2013 | Infor CRM

I receive an error when I try to run the SalesLogix sysdbafix_script. I have: * Windows Server 2008 R2 * Microsoft SQL Server 2005 set up with mixed authentication on same server * SLX 7.5.1 installed I had to attach the Saleslogix blank database manually, which went fine - and I understand that I need to run this script, but I can't get past that error. I have tried running the script logged in using Windows authentication as a dom...

Can I add Services as Products in SalesLogix?

by Customer FX | Jun 4, 2013 | Infor CRM

Can anyone recommend a way to add Services as Products? We are a services based business and our quoting system is derived by a top level item with selectable sub-items. I only want the top level items to show under products.

Is there an issue with the SalesLogix Web Administrator version 8.0 in regards to adding users to Team Membership?

by Customer FX | May 22, 2013 | Infor CRM

Question: In my database, it appears two users belonging to the same teams, have access to a different amount of records. I think there may be an issue with the Team Membership.

What is the best way to delete unused Groups in SalesLogix?

by Customer FX | May 21, 2013 | Infor CRM

After several years of using SalesLogix – we have hundreds of groups, most of which are no longer used as they were created on the fly. It looks like the best way to tackle them in mass is thru the Architect, PlugIn. Is there any known harm in deleting groups from the Plug In feature of Architect?

Can the SalesLogix Application architect’s build process be automated?

by Customer FX | May 16, 2013 | Infor CRM

Can the SalesLogix Application architect's build process be automated, or called from a batch file? We have a need to do quick/continuous builds.

Is it possible to Sync SalesLogix Attachments based on Account Manager?

by Customer FX | May 15, 2013 | Infor CRM

Is it possible to only sync SalesLogix Attachments from the accounts where the user is the account manager? So Lee Hogan should only get the attachments from his accounts.

SalesLogix Remote Library Management

by Customer FX | May 14, 2013 | Infor CRM

Is it possible to log into a SalesLogix Remote Database as Admin and Manage the Library Files?

What is the Difference Between Left Joins and Inner Joins in SalesLogix?

by Customer FX | May 7, 2013 | Infor CRM

Question: What is the difference between Left joins and Inner joins in SalesLogix?

How can I query the SalesLogix database to find all groups and the persons/teams that the group have been released?

by Customer FX | May 2, 2013 | Infor CRM

I want to create a report from the database that shows each group and each person the group has been released to. I would like to write an SQL statement that extracts that information directly from the database so that we can see all of the groups with all of the people they have been released to all at once.

How do you import Contacts into SalesLogix?

by Customer FX | May 1, 2013 | Infor CRM

I have to import a file with 7000 records without scheduling any activities for any of them . Please advise what can be done in this case? The question above was asked by a SalesLogix End user?

What is the location for SQL Native Client for SQL 2008 download? I need to install this for 64 bit SalesLogix Client.

by Customer FX | Apr 30, 2013 | Infor CRM

I am installing 64 bit Client for SalesLogix. I cannot find the 64 bit version of the SQL native Client for SQL 2008. Where can I find this download?

Is there a good Delete accounts procedure in SalesLogix?

by Customer FX | Apr 26, 2013 | Infor CRM

This has probably come up before somewhere, but a client of ours has deleted some accounts and don't know who it did and when, and was dissappointed to learn that out the box when you delete accounts they just get deleted with no trace. Is there anything we can do with the out the box solution (7.2.0 LAN client) to log when accounts are deleted or even mark for deletion before fully deleting, or has anyone developed an add on to add this fun...