So you have approved the Statement of Work (SOW) for some modifications and are awaiting the delivery of the bundles from Customer FX. The next item you should be working on is a solid test plan. There are several ways to create a test plan and my intent is not to guide you onto any […]
When working with the team at Customer FX, more often than not we are going to ask for a current back copy of your production system and I hope this blog will help you understand why. Using a recent version of the database lowers the risk of Customer FX overwriting any customizations that you have […]
New to the Sage SalesLogix v8.0 Web Client is the Web Form Designer. This tool will allow a user, with a proper role assignment, the ability to modify main entity forms in the the web client using existing database fields. Here is a quick introduction to the tool from Customer FX. For this demo I […]
We have had several inquires lately on how to dynamically change images in a report based on report data. For example you have pictures of products that you want to display in a report. One way to accomplish this is to add an image with each product in a huge segmented report and have Crystal sort things out through suppression rules. This […]
I am four posts into building a drill down report using Sage SalesLogix Visual Analyzer and Dashboard as a my guide. This series of post starts with a post labeled “Updating the Managed Quota Area for Sage SalesLogix” , if you follow the links on each post you will eventually end up back on this post. In the last […]
Over the last three posts we have updated the Quota’s are of Sage SalesLogix, we have built SQL views to collect both the Quota data and the Actual Numbers for comparison. Now we will start writing our report. I am not going into to much detail on layout. My goal is to walk you through the common steps: connecting to the […]
The first step in creating a report in Business Object Crystal Reports is always the connection to the database. In a post labeled “Report Database Connections”, I discuss one method of making a connection to a SQL database. That post will lead you through how to make the connection using the Microsoft OLE DB Provider for SQL Server using the […]
I have just started writing a series of posts that will lead the reader of this blog through the creation of a report with the same kind of data break down as you see in the standard Sage SalesLogix Visual Analyzer and the Sage SalesLogix Dash Board. In the first week I provided a method to effectively establishing quotas […]
If you read last weeks post, you will know I am setting up to build a user based report that will give the reader a lot of the same data you see in the standard Sage SalesLogix Visual Analyzer and the Sage SalesLogix Dash Board. Last week I provided you the ability to effectively set goals for your users by […]
Often, when discussing reporting issues with clients I will bring up the Quota’s area of Sage SalesLogix. If you do not know where this functionality is located, go to your Tools/Manage/Quota menu and the following screen will appear. On the upper pane you find a place to list the users you want to set a quota […]
For the last several posts I have been writing about my first hand experience using the reporting tool called Stonefield Query for Sage SalesLogix. I thought it might be time to wrap it up with some overall final thoughts. For those just joining the experience the series of post starts here. My blog series was meant to provide, […]
Again, I have to apologize for the rather long break between posts. The Minnesota National Guard and I have been seeing quite a lot of each other over the past few months. Reminds of a post I wrote over a year ago called “Supportive Commitment“, what was written in that post is still true today. […]
Sorry for the long absence, I went away on some training with the Minnesota National Guard. This is the fifth post in series that is covering the use of a reporting tool called Stonefield Query for Sage SalesLogix. If you would like to take a look at the previous posts here are the links Post 1, […]
The last couple of weeks I have been working on a series of posts introducing Stonefield Query for Sage SalesLogix. The first two posts have been focused on set up and interface layout. Last week we created our first report. This week we are going to see if our report can handle custom tables. I have […]
The last couple of weeks I have been working on a series of posts introducing Stonefield Query for Sage SalesLogix. The first two posts have been focused on set up and interface layout. This week we are going to actually dig in and create our first report. I always try to stress in classes that I […]
Last week I wrote about my experience downloading and setting up Stonefield Query. This SalesLogix reporting tool has been around for years and I thought it was time to take a close look at the tool and its capabilities. I am still in the introductory mode, getting use to where things are. Today we will take a […]
Since reporting is one of my interests I always tend to take notice when I hear of a reporting tool. A few weeks ago Scott Weber, Customer FX’s own CRM Practice Manager and Senior Consultant, introduced a product to me called Stonefield Query. It was a ten minute demo but I was pretty impressed by what I saw. I thought I would […]
I am working for a client who would like a button to set all of the records in a table to either “Valid” or “” (blank). This then allows them to build groups on what records needs to be updated. I started my adventure by reading Kris Halsrud’s post Retrieving the Manager in SalesLogix 7.5 Web . The solution Kris […]
I am at the end of a series of posts providing some easy to follow steps that will help a developer add the ability to associate Activity and History records for a custom main entity within the SalesLogix Web Client. Read the previous four posts to catch up on where we are at. Part 1 Part 2, Part 3, Part 4, and Part […]
Today I am sitting in the hospital helping my wonderful wife welcome our fourth child into this world. Cailyn Elizabeth was born on the 4th of June after 16 hours of labor measuring out at 10lbs and 21 inches. She is very beautiful and mom and baby are doing great. This is the second to […]
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