Tag: Training

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DynaLink Service Error in SalesLogix 7.x

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

SalesLogix 7.5.1 Web Client Activities

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.

Using the Copy Profile Option in SalesLogix 7.5 Admin

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

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

Troubleshooting the Send SLX Option in Outlook for SalesLogix

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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