Infor CRM SLX

Designing Reporting Filters in SalesLogix

September 29, 2011

When a SalesLogix report is run, you normally see two different kinds of filter options/parameters. The purpose of this post is to explain what they are and how reporting filters in SalesLogix are different.

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Infor CRM SLX

Creating and Naming SData Feeds in SalesLogix

August 9, 2011

SalesLogix allows you to access your data via the new SData webservice feeds that are hosted as a part of the SalesLogix web client. Normally to enable your SData feed, all you have to do is check the "Generate Feed" option on the entity that you wish to create the feed for. The feed is…

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Infor CRM SLX, CRM Reporting

SalesLogix Reporting Basics

August 2, 2011

We frequently get questions about the reporting functionality in SalesLogix. So here is some information that should give you a pretty good idea about how the reporting works and how it interfaces with the SalesLogix database.

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Microsoft Dynamics

How to pull data from a sub-grid on a parent form in MSCRM

July 26, 2011

In Microsoft Dynamics CRM 2011 it is possible to pull data from a sub-grid on a parent form when a page loads to read the values.

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Infor CRM SLX

SalesLogix Web and Database Views

July 21, 2011

Adding a database view into the SalesLogix web architecture can be a tricky process, due mostly to the fussiness of NHibernate. What follows is a step-by-step guide to help you through the process.

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Infor CRM SLX

SalesLogix Mail Merge DLL Installation Issue

July 7, 2011

We recently ran into an issue in SalesLogix version 7.5 sp3 where the mail merge did not work after an install. Clicking on the write->email menu would bring up the following message:

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Infor CRM SLX, StarfishETL

SalesLogix - StarfishETL Auto Map Feature

July 5, 2011

Recently we were tasked with importing data for a client who acquired a company that also used SalesLogix. There were a couple of Account based tables that needed to be imported for historical reference ONLY.

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Tips and Tricks

Concatenating Multiple Rows in SQL

June 21, 2011

SQL is often overlooked for programming capabilities. The concatenation function below saved me a lot of time in application programming to simplify presenting a 1-Many data relationship. This function has been extremely useful for me in report writing, data presentation , etc. The function takes…

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Infor CRM SLX

SalesLogix WEB Group Issues

June 2, 2011

Here's the problem, you click on the group, for example your "Customers" group, and it does not actually show your customers; it still shows "All Accounts" or whatever you were last viewing. In addition to this, if you were to look-up an Account while in this group that is…

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SugarCRM, Tips and Tricks

Creating OnChange and OnSave events in SugarCRM - Part 2

May 31, 2011

In the first post in this series on SugarCRM onload and onchange events I looked at how to add the events to the edit view. In this post I will look at how to call a function from a JavaScript file. In my third post, this will allow us to add JavaScript code that is more useful than an alert.

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SugarCRM

Creating OnChange and OnSave events in SugarCRM

May 27, 2011

When I started digging into customizing SugarCRM I often found it difficult to follow along with suggested solutions. I mainly searched the SugarCRM forums for help on specific questions. Most of the time I could find sample code but not the information on how to use it. In this blog post I…

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SugarCRM

SugarCRM Auto-Increment Field

May 19, 2011

An OnDemand client of ours recently had a need for an auto-incrementing number in SugarCRM. They had some fairly specific requirements, including a reference to the current year, a “-“ and, of course the auto-incrementing number that was comprised of 4 digits.

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Infor CRM SLX

Date Fields and SQL Views in SalesLogix

May 17, 2011

I recently ran into a client issue where several SQL views were built to support generation of some dashboard and reporting outputs. When retrieving this data, there was a need for filters based on the standard SalesLogix Opportunity EstimatedCloseDate field.

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Infor CRM SLX

SalesLogix Web Dashboards and Sales Processes (3 of 3)

May 11, 2011

We are now ready to put the pieces together. Log on to the web client and click on the Welcome navigation item.

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Infor CRM SLX

SalesLogix Web Dashboards and Sales Processes (2 of 3)

May 10, 2011

Open Application Architect and in Project Explorer expand Entity Model > Packages > SalesLogix Application Entities > Opportunity > Filters. Right click on Filters and click on “New Filter”. Build a “Boats” filter as shown in the screen shot. There are a number of things to be aware of…

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Infor CRM SLX

SalesLogix Web Dashboards and Sales Processes (1 of 3)

May 9, 2011

The SalesLogix web client provides users with both Dashboards and Sales Processes straight out of the box. However, combining the two to display the state of your sales process in meaningful ways is murky at best. What follows then is a basic “how-to” for configuring these two features to work…

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Infor CRM SLX

Upgrade Considerations for upgrading to SalesLogix 7.5.3

May 4, 2011

Every so often we come across a client who wishes to upgrade from a SalesLogix instance setup on SQL 2000. This discussion usually comes up when we start the process of analyzing hardware requirements for the upgrade. Here are a few key points that come up in order to help with understanding the…

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Infor CRM SLX

Export Groups Containing Pick List Values to a File in SalesLogix

April 27, 2011

Many times when building a group, some of the columns will be required to display a value from a pick list. This is easily accomplished by setting the “Format Type” property of the column to the value “Picklist Item”.

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Infor CRM SLX

Creating a Quote in SalesLogix Web Using Mail Merge

April 25, 2011

In SalesLogix Web, when you create an “E-mail/Letter/Fax Using Template” it can be a little confusing what happens to the document and how to update it. Here are the steps for creating and updating a Quote using the Mail Merge engine.

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Infor CRM SLX

Adding SalesLogix Address Lists to the Outlook Addressing Tab

April 20, 2011

Adding Sage SalesLogix Address Lists to the Outlook Addressing tab allows users to perform contact name resolution. Contact name resolution occurs when a user types a contact name in the To, Cc, or Bcc fields in an e-mail message. Outlook then reconciles the contact name with the information in the…

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Infor CRM SLX

SalesLogix - Activating Advanced Outlook Integration

April 18, 2011

When Advanced Outlook Integration is activated, the following features are enabled. All other Advanced Outlook Integration features require no activation. This information can also be found in the Sage SalesLogix Implementation Guide v7.5.

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Infor CRM SLX

SalesLogix How to Track Entity Change for 1-1 Extension Table

April 15, 2011

I recently had to implement this change for a client that needed to track if a property on an extension table changed and apply a business rule based on the original and new value.

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Microsoft Dynamics

Adding a Multi-Select Picklist to Microsoft Dynamics CRM 2011

April 13, 2011

Microsoft Dynamics CRM 2011 doesn't have multi-select picklist controls available. The standard CRM picklist can only save one value in the database and it is not easy to extend this functionality. In addition, you have to deal with the Advanced Find Feature.

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Infor CRM SLX

SalesLogix 7.5.3 WEB Error when using Mail Merge in Internet Explorer

April 8, 2011

"There was an error in ExecuteWriteAction(). Object doesn't support this property or method. Details: name=TypeError; number=-2146827850."

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Infor CRM SLX

How To Increase Saleslogix Web Session Timeout

January 13, 2011

Are you or one of your users experiencing short session times and getting logged off after just a few minutes of inactivity? Well the fix is just a few clicks away.

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