Tag: Customer FX

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Using a Test Plan

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 […]

What Do We Do With Those Backup Database Files?

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 […]

SalesLogix Web Form Designer

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 […]

Become a Fan of Customer FX on Facebook / Twitter

If you've been following our blogs, such as mine or our others written by Ryan Farley, Kris Halsrud and George Jensen (among others), we now have feeds set up on both Twitter and Facebook! These feeds are a great and easy way to stay on top of new information relevant to SalesLogix, SageCRM and all the great content that comes out of Customer FX.

Updating the SalesLogix Problem Analysis – By Area Crystal Report

Real easy quick post today.  The  Problem Analysis – By Area report was already fixed during the initial review.  Read “Updating Sage SalesLogix Problem Analysis Crystal Report” to read the review.  Mostly what I did to update this report is shrink the Cross Tab fields to a size that allowed 31 one days of data to display on […]

Supportive Commitment, that is the Customer FX way

This may be my last blog for a couple of weeks.  Most of you probably do not know this but I am a First Sergeant in the Minnesota National Guards and tomorrow I start the Two Weeks portion of my year.  As of May 1, 2009  I have 25 years on the books serving the National […]

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