SalesLogix 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 readingTechnology 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 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 readingCapturing History in SalesLogix
We recently had a request to capture the changes made to a grid on an Opportunity Tab in SalesLogix.
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 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 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.
Continue reading