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.
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.
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
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
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
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
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.
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.
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.
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
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
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.
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
Here is a tip that SalesLogix Admins can use when they upgrade to SalesLogix 7.5 and use KnowledgeSync
Here is an unusual error we encountered on a Remote Client attempting to synchronize his Outlook Calendar activities with his SalesLogix Calendar.
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
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
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
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:
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?