Training | Customer FX

SalesLogix Mobile 5.5 Install Tip

by Mark Duthoy | Sep 16, 2009 | Infor CRM

If you have installed the SLX Mobile 5.5 Administrator and do not see the SalesLogix users in the Admin Dashboard there is a problem with the Datasource.

Building a Group of SalesLogix Contacts Through an Association in SalesLogix 7.5.1

by Mark Duthoy | Sep 10, 2009 | Infor CRM

Have you ever needed to build a group of contacts starting from the account level? Here is an example of group of contacts that are linked to the associated Accounts. We start the group from the Account list view and select an accountid as our sole condition.

DynaLink Service Error in SalesLogix 7.x

by Mark Duthoy | Sep 4, 2009 | Infor CRM

I recently ran into an issue where the SalesLogix DynaLink jobs stopped running. We looked at the service which continued to start successfully but the DynaLink jobs did not kick off and the Event Viewer returned the following error

Customer Portal Default Ticket Display in SalesLogix 7.5.x

by Mark Duthoy | Sep 2, 2009 | Infor CRM

Here is a tip for SalesLogix web Admins. If your customers do not see their tickets in the Customer Portal you will need to change the default content

SalesLogix Accounts Did Not Sync Out To Remotes

by Mark Duthoy | Aug 28, 2009 | Infor CRM

If you have been around SalesLogix as long as I have you have seen this issue from version 5 to v7.5. My advice on troubleshooting is to make sure the users default team is set correctly, the sync server is sending files and the remote user

Crystal Reports Professional XI R2 SP3 for SalesLogix 7.5.x Issue

by Mark Duthoy | Aug 24, 2009 | Infor CRM

The SalesLogix 7.5 Compatibility Checklist and Implemenation Guide say that Crysatl Reports Professional XI R2 needs to be upgraded to Service Pack 3 (SP3). Also, SP3 is provided on the Crystal installation DVD. However, when you try to install SP3 the below message appears

SalesLogix 7.5.1 Web Client Activities

by Mark Duthoy | Aug 14, 2009 | Infor CRM

We recently corrected a database that was upgraded to 7.5.1 and after the upgrade the Activities were no longer visible in the web client Activities Window. The Activity window in the LAN client continued to display Activities.

Why Are Duplicate Groups Showing in the SalesLogix 7.5.1 Web Client?

by Mark Duthoy | Jul 29, 2009 | Infor CRM

Duplicates will appear in the "Group Manager" list view of groups when there are multiple releases of a group. Those duplicate listings cannot be removed unless you go into Architect and modify the release scheme.

Delays in Opening the SalesLogix 7.5.1 Lan Client as the Administrator

by Mark Duthoy | Jul 24, 2009 | Infor CRM

If there is a significant delay when yo log into the Lan Client as Administrator it may be due to the fact all Groups in the system are available for viewing. To prevent this please use the following procedure.

Exporting Lookup Results From the SalesLogix 7.5 Web Client

by Mark Duthoy | Jul 14, 2009 | Infor CRM

This is a really handy function that generally works great. However there have been some users that have run into issues during the Export or when saving the export file to a local hard drive

Creating New Remote Databases When Upgrading to SalesLogix 7.5

by Mark Duthoy | Jul 7, 2009 | Infor CRM

There has been some recent discussion on the need for cutting new remote databases after upgrading. There are typically a number of database schema changes with each upgrade that would require a longer then usual synchronization to transfer to remote users

Missing Group Members Issue Fixed in SalesLogix 7.5.1 Hot Fix 6

by Mark Duthoy | Jun 25, 2009 | Infor CRM

In the SalesLogix 7.5.1 web client we found an issue with breaks in group members when there are multiple per-Account group members.

SalesLogix 7.5 Web Upgrade Role Fix

by Mark Duthoy | Jun 19, 2009 | Infor CRM

During a recent trial upgrade from SalesLogix 7.2 Web to 7.5 Web we encountered the following error while browsing through the web client- "No row with the given identifier

SalesLogix 7.5 with KnowledgeSync

by Mark Duthoy | Jun 16, 2009 | Infor CRM

Here is a tip that SalesLogix Admins can use when they upgrade to SalesLogix 7.5 and use KnowledgeSync

SalesLogix Intellisync on a 7.5 Remote Client

by Mark Duthoy | Jun 12, 2009 | Infor CRM

Here is an unusual error we encountered on a Remote Client attempting to synchronize his Outlook Calendar activities with his SalesLogix Calendar.

Using the Copy Profile Option in SalesLogix 7.5 Admin

by Mark Duthoy | Jun 9, 2009 | Infor CRM

The Copy Profile function in SalesLogix Admin provides a quick way to set selected users up with either an existing profile template or by copying the profile of an existing user. The administrator has the ability to copy up to ten separate sub profiles to any or all SalesLogix users. This is a great way to streamline creation of new users! However

Function Security In SalesLogix

by Mark Duthoy | Jun 5, 2009 | Infor CRM

We recently came across a client that could not open Attachments in the 7.5 lan client. Initially we thought there was a problem with the Account form but after further digging discovered the security for this user was changed

SalesLogix 7.5 and IE8 Compatibility – Good News!

by Mark Duthoy | May 26, 2009 | Infor CRM

The shipping version on IE8 has a compatibility view button allowing users to view the page in the Internet Explorer 7 rendering engine. This eliminates duplicated menu items or overlapping fields

SalesLogix 7.5.1 Web Reporting Tech Tip

by Mark Duthoy | May 22, 2009 | Infor CRM

Web reporting was configured, deployed, and working on a 7.5.1 SalesLogix web server but after installing a customization bundle the Web Reports icon returned the following error:

Troubleshooting the Send SLX Option in Outlook for SalesLogix

by Mark Duthoy | May 19, 2009 | Infor CRM

When using the Send SLX button in Outlook to add an email history to a SalesLogix Contact you will see a simple interface asking if you want to attach the email to a particular contact and possibly save the attachments to the record. What happens if you are using the Send SLX button and you do not have SalesLogix open?

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