When using Creatio, one of the most power parts of the application is the ability to integrate your email and calendar with Creatio. If you’re company is using Office 365, you’ll need to do a few configuration steps in your Azure/Office 365 portal to allow Creatio to authenticate with your Office 365 accounts using OAuth. […]
It is possible to create or edit mail merge templates in Infor CRM through the web client's Write menu.
Xbar Outlook integration for Infor CRM may be missing a search feature if it is not unblocked before running the installation.
The SalesLogix Mobile client is more customizable than you might think. It's easy to assume that the new architecture isn't as customizable as you might be used to with SalesLogix Web or LAN clients. However, it does sometimes take some rethinking. In this article we'll look at how to add a customization that pulls in data from the Twitter API and displays on the contact detail. We'll delay the loading of the data so that the cont...
When integrating another system, application, or website with SalesLogix there are many options. If you're need to make connections to the SalesLogix database via the provider using user credentials you either need to prompt the user for login (again) or you can pass the connection information along to the other system.
What I like about this tool is the new feature that enables chaining of imports. For example, say we have an ERP system churning our 30 imports a night that need to run
Something that was born out of a project I've been working on is a simple repository for SalesLogix that supports all the way back to SalesLogix v6.2 up to the current 7.5.3, both LAN and Web as well as stand alone applications and utilities. I've named it Sublogix. Sublogix is a simple object model and repository for SalesLogix. Sublogix is not meant to replace the SalesLogix Repository that lives in SalesLogix Web. It's purpose is t...
I recently was asked to disable the integration with Outlook 2007 for a user. They did not want to see the SalesLogix Icons in Outlook any longer and did not want to be prompted to login to the SalesLogix database when opening Outlook.
I had a client ask me today whether or not a user could still save an email to a record if they were a WebViewer only? They also wanted to know if they would still have the “Send SLX” button in Outlook.
First check that the information in the Dynalink Account view is accurate. If that is correct then there are duplicate entries in the DL_ACCT_REF table. Take the following action:
It's much easier than many might think to fully integrate the SalesLogix 7.2 Lead Capture portal into an existing website. For a sample of this, I grabbed a free online website template and put it up as a website and within 5 minutes (seriously, 5 minutes) I had the Lead Capture portal fully integrated into the site. Brain-dead easy. Best of all, no frames.
Your sales team lives and breathes inside of SalesLogix, working with customers, opportunities, leads, etc. LinkedIn2CRM joins the power of networking and building relationships of LinkedIn with your SalesLogix accounts, contacts, opportunities, and leads. Take advantage of all that LinkedIn has to offer, now completely integrated into the SalesLogix Web client and LAN client.
From a recent Sage presentation - Leveraging an Integrated ERP and CRM System 1.ppt - A basic overview, features and benefits. A good first look.