Infor CloudSuite CRM

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 CloudSuite CRM

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 CloudSuite CRM

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 CloudSuite CRM

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 CloudSuite CRM

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 CloudSuite CRM

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 CloudSuite CRM

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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Infor CloudSuite CRM

SalesLogix MSSQL Maintenance Plans

January 5, 2011

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…

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Infor CloudSuite CRM

Is there a way to set the Opportunity defaults for all users in SalesLogix?

July 13, 2010

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…

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Infor CloudSuite CRM

SalesLogix Group Of Opportunities Estimated To Close This Month

July 7, 2010

Today I was asked about creating an opportunity group in SalesLogix that contained opportunities estimated to close this month.

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CRM Adoption, Gamification

Why Video Games Provide A Model For User Adoption

June 24, 2010

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.

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Infor CloudSuite CRM

How To Create A Sage SalesLogix Provider Plugin For Custom Security

March 24, 2010

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.

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Infor CloudSuite CRM

SalesLogix Group of Contacts with Activities Completed Today

March 14, 2010

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.

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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).

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Infor CloudSuite CRM

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!)

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Infor CloudSuite CRM

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.

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Infor CloudSuite CRM

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.

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Infor CloudSuite CRM

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.

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Infor CloudSuite CRM

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.

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Infor CloudSuite CRM

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.

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