Tag: Downloads

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Further Updating the SalesLogix Open Opportunities by Account Crystal Report

The orginal post was written using a 7.2.2 version of SalesLogix and I am happy to report that the 7.5.1 version of this report was updated fixing the date formatting issue. The percent sign for probability was also addressed by simply adding the percent sign in the label and removing it from the details section of the report. This version of the report is update with a new color scheme and the subtotal are much more to the point. Looks prett...

Updating the SalesLogix Forecast by Account Manager Crystal Report

I made it through two very challenging weeks of Annual Training and I am ready to restart our efforts on fixing and adjusting the standard Crystal Reports that come with an implementation of Sage SalesLogix . I wrote a blog post on January 6th of this year. Here is the link if you want to revisit. This is what I wrote on the "Forecast by Account Manager" report.

Fixing the Support Call History Crystal Report

The final report in the History Family is the Support History Crystal Report.  On December 16th 2008, I wrote a blog post on the SalesLogix History Reports.  In the post I wrote the following on the Support History Crystal Report. Start Excerpt……………….. The Support Call History report is truly a miss placed and poorly written report.  The […]

Updating the SalesLogix History Summary Crystal Report

Next up in our updating of Sage SalesLogix standard Crystal reports, History Summary.  On December 16th 2008, I wrote a blog post on the SalesLogix History Reports.  In the post I wrote the following on the History Summary Crystal Report. Start Excerpt……………….. The History Summary Report is very impressive.  This report is a user based report.  The User group [&helli...

Improving the SalesLogix History By Contact Crystal Report

Next up in our updating of Sage SalesLogix standard Crystal reports, History By Contact.  On December 16th 2008, I wrote a blog post on the SalesLogix History Reports.  In the post I wrote the following on the History by Contact Crystal Reports. Start Excerpt……………….. SalesLogix History Reports Published Dec 16 2008, 04:21 PM by George Jensen | [Edit Post] […]

Improving the SalesLogix History By Account Crystal Report

I have been working through each of the Crystal reports that come with an standard Implementation of Sage SalesLogix. In previous posts I have reviewed each of the reports and lately I have been working through each making adjustments and hopefully improving functionality.  All posts contain links on where the modified report can be downloaded for […]

Updating the SalesLogix Defect Items Crystal Report

Finishing up with the last of the Defect Family of reports, today we will modify the Defect Items Crystal Report that comes with a standard Implementation of Sage SalesLogix .  On December 08, 2008 in a blog post labeled SalesLogix Contract and Defect Level Reports, I wrote the following section on the Defect Items Report.   Start Excerpt………………….. The De...

Updating the SalesLogix Defect Activities Crystal Report

Continuing on with the Defect Family of reports, today we will modify the Defect Activity Crystal Report that comes with a standard Implementation of Sage SalesLogix .  On December 08, 2008 in a blog post labeled SalesLogix Contract and Defect Level Reports, I wrote the following section on the Defect Activity Report.   Start Excerpt………………….. The next report from ...

Fixing the SalesLogix Defect Details Crystal Report

Getting started on the Defect Family of reports, today we will modify the Defect Crystal Report that comes with a standard Implementation of Sage SalesLogix .  On December 08, 2008 in a blog post labeled SalesLogix Contract and Defect Level Reports, I wrote the following section on the Defect Report.   Start Excerpt……….. There are no Condition filters installed for […]

Improving the SalesLogix Contract Crystal Report

Still working through fixing, adjusting, or updating the Crystal Reports that come with a standard Implementation of Sage SalesLogix.  I have moved into the Contract Family of the reports.  On December 08, 2008 in a blog post labeled SalesLogix Contract and Defect Level Reports, I wrote the following section on the Contract Report. Begin Post———————————&mda...

Updating the SalesLogix Contact by Account Crystal Report

Real quick post today as we continue fixing adjusting and updating the Crystal Reports that come with a standard Implementation of Sage SalesLogix.  On November 28, 2008 I wrote a blog post labeled SalesLogix Contact level Reports, the following is a portion of the post concerning the Contact By Account report.  Start————————————— The Conta...

Improving the SalesLogix Contact Summary Crystal Report

We are now half way through fixing or adjusting the six Contact Level Crystal reports that come with a standard implementation of Sage SalesLogix.  Today we focus on The Contact Summary Report.  On November 28 2008 I wrote a blog post labeled SalesLogix Contact level Reports, the following is an exert on the Contact Summary report.  Start Post—————————&m...

Updating the SalesLogix Contact Phone Book Crystal Report

Today, not only are we focusing on the Contact Phone Book Report which is a Crystal report that comes standard with an implementation of Sage SalesLogix, but also we are going to add some additional functionality to the Contact Address Book report that we improved upon in a previous post.  On November 28 2008 I wrote a blog post labeled SalesLogix […]

Updating the SalesLogix Contact Address Book Crystal Report

Since there was not much to improve on the other two Activity level reports I thought I would push forward into the Contact layer.  On November 28 2008 I wrote a blog post labeled SalesLogix Contact level Reports, the following is an exert on the Contact Address report.  Start Post————————————- The first report we will look […]

Adjusting the Sage SalesLogix Current Activities Crystal Report

Today we start fixing or adjusting the Activity Level reports that come with a standard Implementation of Sage SalesLogix.  On November 25th 2008 in a post labeled SalesLogix Activity Level Reports, I wrote the following on the “Current Activities” Crystal report: The Current Activities report is the only report out of the three that provides an […]

Fixing the Territory Realignment Report

I am in the early stages of going through and fixing the Crystal Reports that come with a standard Implementation of Sage SalesLogix.  The fixes or adjustments are based on my review of the reports from November  2008 until the middle of February 2009.  The SalesLogix Report I am targeting today is the Territory Realignment Crystal Report.  On November 20th […]

Fixing the Support Account Product List Crystal Report

Today we continue fixing the Crystal Reports that come with a standard Implementation of SalesLogix.  The report I am targeting today is the Support Account Product list.  On November 20th 2008, I wrote a bog post labeled SalesLogix Account Level Reports that contained the following about this report:  The Support Account Product List displays basic Asset information for an Account. Condition […...

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