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Customer FX

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Editing Filters in Saleslogix Web Client 8.0

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

Global Joins in the Saleslogix Web Client

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?

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?

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

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?

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?

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

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.

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 domain admin, and also as the local SA user.

Can I add Services as Products in SalesLogix?

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.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.