Awards

Technology Advisors, Inc. Named Top SFA Training Company

September 18, 2009

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 reading
Infor CRM SLX

Sage SalesLogix Application Architect - Jump to Error

July 13, 2009

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 reading
Infor CRM SLX

SalesLogix: Using Activity -> Members

April 28, 2009

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 reading
Infor CRM SLX

Capturing History in SalesLogix

April 8, 2009

We recently had a request to capture the changes made to a grid on an Opportunity Tab in SalesLogix.

Continue reading
Infor CRM SLX

Hiding Tabs in SalesLogix v7.5 Web Client

March 30, 2009

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 reading
Infor CRM SLX

Accessing Your SalesLogix via Remote Database vs. Remote Desktop

March 23, 2009

SalesLogix has two methods of accessing your data when you are not in the office: Remote Desktop and Remote Database.

Continue reading
Infor CRM SLX

Sage SalesLogix v7.5 Activities in Leads

March 4, 2009

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.

Continue reading