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Mar 25, 2013 - SalesLogix Web v8: Using the "What's New" Option

Attend the Workshop - SalesLogix Web v8: Using the "What's New" Option!Event details:Monday, March 25, 2013From 2:00 PM Central to 2:30 PM Central(7:00 PM GMT to 7:30 PM GMT)See Workshop...

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Reading Sales Process details in the SalesLogix LAN client

The details about a Sales Process, like Stages and steps are contained in the Sales Process plugin data row in the Data column.  The data column is a binary field that stores an XML definition of the...

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Mar 25, 2013 - SalesLogix Web v8: Using the What's New Option

Attend the Workshop - SalesLogix Web v8: Using the What's New Option!Event details:Monday, March 25, 2013From 2:00 PM Central to 2:30 PM Central(7:00 PM GMT to 7:30 PM GMT)See Workshop DetailsRegister...

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Free Workshop: Creating Opportunities in SalesLogix Web

Monday, March 18, 2013 at 2pm CDT. Next week we are going to dive into the process of creating Opportunities in the SalesLogix Web client and we would love for you to join us! This free training...

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Demystifying SalesLogix Web: Using Roles and Secured Actions

Wednesday, March 20, 2013 at 2pm CDT. In the SalesLogix Web client a Role determines what functionality a user can access and is an important feature for many companies. In this month's webinar, we...

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Apr 01, 2013 - Creating New Toolbars and Icons in SalesLogix

Attend the Workshop - Creating New Toolbars and Icons in SalesLogix!Event details:Monday, April 01, 2013From 2:00 PM Central to 2:30 PM Central(7:00 PM GMT to 7:30 PM GMT)See Workshop DetailsRegister...

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Apr 08, 2013 - SalesLogix Web - Sales Forecasting

Attend the Workshop - SalesLogix Web - Sales Forecasting!Event details:Monday, April 08, 2013From 2:00 PM Central to 2:30 PM Central(7:00 PM GMT to 7:30 PM GMT)See Workshop DetailsRegister Today!

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Are there settings that need to be changed when New users cannot log into the...

Are there settings that need to be changed when New users cannot log into the SalesLogix web client and/or existing users are routed to the login page after attempting to hit a page that they had not...

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Creating SalesLogix Groups and sharing them with All users.

In the past we provided all our users with instructions to set up tabs. This has resulted in far too many tabs for the Administrator to sort through when they are logged on. We would like to: 1) delete...

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How do you create a new SalesLogix Report Family?

I am creating a new report family in Saleslogix, Lan 7.2. In Architect, Manage Picklists, Plugin Families tab, I went to Report Families and added the new Family name. I know there is another step...

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What should you do when a file is missing in your SalesLogix 8 installation?

When installing only SLX Webhost on a different Server C:\Program Files (x86)\SalesLogix\SalesLogix\Sage.SalesLogix.API.dl l is missing....(read more)

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What are some trouble shooting points for a Project Restore in SalesLogix...

I am attempting to do a project restore in the SalesLogix Application Architect and I continually get an error. Do you have any suggestions for Trouble Shooting??...(read more)

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Are there any Issues with the naming of the entity header in SalesLogix?

I am creating a new data grid using the wizard in AA in the 7.5.1 web client. Using the wizard, I can choose all needed fields. But after the form is created when I try to add any new fields, the drop...

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Can you or Should you merge Contacts and Accounts on a SalesLogix Remote...

We are on 7.2.2 LAN with Remote Users and 1 Remote Office. What is the conventional wisdom regarding allowing remote users (Remote Office and/or Single user Remote Databases) to Merge Account and...

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Modifying SLX Mobile 2.0 to deploy customizations on a normal App Architect...

 In order to have your customizations, that have been added to the SalesLogix Mobile 2.0 client, be deployed to your web site during the normal SalesLogix deployment, you will need to modify a support...

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Web Core Update 02 for SalesLogix v8.0 is now available

Web Core Update 02 for SalesLogix v8.0 is now available for download from the SalesLogix customer portal....(read more)

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How do you give a user the rights to approve SpeedSearch submissions in...

If you are using the SpeedSearch approval process. You must have to give users the rights to approve submissions. How is that accomplished in SalesLogix?...(read more)

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Has the Show Word Menu changed in the SalesLogix Template Wizard for Word 2007?

In my SLX 7.5.1 and Word 2007 I also see less in "Show Word Menu" than with Word 2003. Otherwise I would think that's ok because the new Word 2007 menu is in the background. And if you miss a function,...

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Setting up a SalesLogix Mobile Development Environment

One of the first steps to doing customizations for the SalesLogix Mobile product is to set up a development environment. This task can be confusing for those just starting out with mobile, but with the...

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Changes and Improvement to SalesLogix v8 Application Architect Part 2

Thursday, April 11, 2013 at 2pm CDT. In our last workshop, we took a brief look at some of the updated functionality found with the current version of SalesLogix (v8). In this session, we're going to...

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