SalesLogix - Starfish Auto Map Feature

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 There  were a couple of Account based tables that needed to be imported for historical reference ONLY.  
We were surprised to note that whoever originally did the SalesLogix implementation for the acquired company decided to create the table with a flat structure. We literally had 100-300 fields per table! 

Date Fields and SQL Views in SalesLogix

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.
 
When testing it, it was observed that the date filter did not work correctly on the start date of the date range. So if an opportunity had a close date of '5/4/2011' it would only be pulled up in SalesLogix if the start date was '5/3/2011'.  
Our first thought was that GMT was being applied, and therefore we needed to verify if the EstimatedCloseDate field was properly defined as a standard date field and not a DateTime field.

SalesLogix Web Dashboards and Sales Processes (3 of 3)

Adding Dashboard Content

We are now ready to put the pieces together. Log on to the web client and click on the Welcome navigation item. Right click on one of the tabs, or create a new one, and select “Add Content” from the menu. When the Add New Content dialog box appears, click the “Add” button under the “Funnel Chart” item. Fill out the “Funnel Chart Setting” dialog as show below.

Note that the opportunity filter we created in the last step is now available as a Dimension for our funnel chart. Add the “Boats” Sales Process to some opportunities and complete a variety of stages. The result should look similar to the funnel chart below.

saleslogix

Final Thoughts

SalesLogix Web Dashboards and Sales Processes (1 of 3)

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 together. This series of blogs, is not intended to be a discussion on how to use these features, as each company will have its own approach to processes and reporting.

Upgrade Considerations for upgrading to SalesLogix 7.5.3

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 issues you could potentially run into.

Export Groups Containing Pick List Values to a File in SalesLogix

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”.  However, if the group is to be exported to a file, e. g. Excel, you will notice that the columns displaying values from a Pick List contain the internal code for the item instead of the value in the exported file. This is because the data retrieved for exporting to a file does not have the formatting applied to columns as the Group Manager would normally do.

Creating a Quote in SalesLogix Web Using Mail Merge

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.

Surf to the contact you want to quote and click the Write button -> Letter -> and select the Template you wish to use.  Or click More Templates and find the template you wish to use.

Adding SalesLogix Address Lists to the Outlook Addressing Tab

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 Sage SalesLogix Address List. In addition to contact names, you can add Account and/or Opportunity Address Lists to reconcile Sage SalesLogix account, opportunity, ad-hoc groups, and user names.

Pages