SalesLogix How to Track Entity Change for 1-1 Extension Table
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.
Continue readingAdding a Multi-Select Picklist to Microsoft Dynamics CRM 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.
Continue readingSalesLogix 7.5.3 WEB Error when using Mail Merge in Internet Explorer
"There was an error in ExecuteWriteAction(). Object doesn't support this property or method. Details: name=TypeError; number=-2146827850."
Continue readingHow To Increase Saleslogix Web Session Timeout
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.
Continue readingSalesLogix MSSQL Maintenance Plans
When setting up a new instance of SalesLogix on a Microsoft SQL Server I generally setup two maintenance plans using the Maintenance Plan Wizard. Note that if you are using SQL 2005, make sure you are running MS SQL Service Pack 3. There was an issue in earlier versions of SQL 2005 that caused…
Continue readingIs 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 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 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 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.
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