Is there a way to set the Opportunity defaults for all users in SalesLogix?
Is there a way to set the Opportunity defaults for all users in SalesLogix? A client recently wanted to change the default estimated close date for new opportunities in SalesLogix to 1 month from 2 months. The Tools -> Manage -> Opportunity Defaults menu item was disabled for all users, so…
Continue readingSalesLogix Group Of Opportunities Estimated To Close This Month
Today I was asked about creating an opportunity group in SalesLogix that contained opportunities estimated to close this month.
Continue readingWhy Video Games Provide A Model For User Adoption
Videogames have it right. They start you out learning some basic skills and expand on those slowly based upon your accomplishments. In other words you can't kill the monster until you can hop from rock to rock.
Continue readingCRM, Open Source and helping users build better customer relationships
Sam Biardo was interviewed at SugarCON in San Francisco, California about CRM, Open Source and helping users build better customer relationships.
Continue readingHow To Create A Sage SalesLogix Provider Plugin For Custom Security
This example shows how to create a dll file that will augment security in SalesLogix by wrapping around the existing security of Saleslogix. This modifies sql statements as they come through the SalesLogix Provider. So you have: If this table is in the join, add to the where clause.
Continue readingSugarCRM Version 5.5.1 Now Available
This update contains a few bug fixes and a slew of improvements to the email functionality. "The Emails module has been redesigned to improve usability and performance. New features have been added and existing features have been enhanced or removed."
Continue readingSalesLogix Group of Contacts with Activities Completed Today
The simplest way to go about this would be to set a condition of Contact.History.CompletedDate within the last 24 hours. Even by cutting this down to 12 or 8 hours, this is not an exact formula and could cause incorrect data to show.
Continue readingThere's A CRM App For That! 5 Simple Ways to Show Customers You Care
1. Share Your Knowledge 2. Ask, Listen, Respond, Adapt 3.Reward Customers 4. Hold a Customer Appreciation Event 5. Do Good
Technology Advisors, Inc. Named Top SFA Training Company
The Sales Training Community at TrainingIndustry.com announces the “2009 Top 10 - Sales Force Automation Training Companies”. This list recognizes the leading sales training and consulting companies that provide training on sales force automation tools (SFA).
Continue readingSage SalesLogix Application Architect - Jump to Error
In the Sage SalesLogix Application Architect after completing all of your new web customizations I occasionally run into some errors while building the web platform. (Imagine that!)
Continue readingChanging SalesLogix - Latest Account Parameters (or any out-of-the-box Group)
You get a handful of Groups out-of-the-box when you purchase SalesLogix - some that may be useful, and some not. If you find that they are almost useful, you can take some initiative and make them useful for your organization by copying the group, and then changing the logic.
Continue readingSalesLogix: Using Activity -> Members
When an Activity is scheduled in SalesLogix it is automatically assigned to the user creating the Activity. This user is the Activity Leader. The Activity Leader then has the option of adding other SalesLogix users to the Activity via the Members Tab.
Continue readingSimple Enhancements Using Workflow - Microsoft Dynamics CRM
Part of the Microsoft Dynamics CRM base package comes with the Windows workflow engine that allows for codeless workflow deployment. What this basically means is that you are able to update your CRM database without ever leaving Outlook.
Continue readingUsing WinMerge with the Sage SalesLogix Application Architect
To set it up in the Application Architect open the program and select the Tools -> Set Differencing Tool menu item and fill it out as follows:
Continue readingCapturing History in SalesLogix
We recently had a request to capture the changes made to a grid on an Opportunity Tab in SalesLogix.
Continue readingImport Leads into SalesLogix
I have found that one of the easiest ways to import leads into SalesLogix is through the use of the Import Leads tool. Being more of an end user than an administrator, I find it to be extremely user friendly and I am able to access it directly through my SalesLogix Client.
Continue readingHiding Tabs in SalesLogix v7.5 Web Client
SalesLogix has a handy feature that has been around through many versions of the software. Some organizations use the feature, some have never heard of it, some will never have a use for it. If you read the title, you would know that I am talking, of course, about hiding tabs.
Continue readingHow to track a Lead in SalesLogix that was converted into an Account/Contact
Leads in SalesLogix that were converted into an Account/Contact can be tracked in three ways.
Continue readingAccessing Your SalesLogix via Remote Database vs. Remote Desktop
SalesLogix has two methods of accessing your data when you are not in the office: Remote Desktop and Remote Database.
Continue readingSimple and Advanced Outlook Integration with SalesLogix
Many people ask me, ‘Brett, you teach the same SalesLogix classes over and over again, doesn't it get boring?' To their surprise, my answer is always ‘No!'. Why is that?
Continue readingSage SalesLogix v7.5 Activities in Leads
Prior to SalesLogix v7.5, I was not able to create Activities in the Leads entity in SalesLogix. This often prohibited me from actually using Leads and I would enter my leads into the regular Accounts and Contacts entities.
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