Infor CRM SLX

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Infor CRM SLX

Infor CRM SLX software provides a view of every customer touch point across an organization’s sales, marketing, customer service, and support teams. Technology Advisors has been consulting on, customizing, training, and integrating with Infor for more than 23 years.

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Infor CRM Migration

Migrating to Infor CRM should empower your business, not slow it down. With the help of Technology Advisors, Inc. you can start taking advantage of your Infor solution sooner.

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Infor CRM SLX Support

Support that quickly and expertly eliminates these issues will drive your long-term success. Technology Advisors' years of Infor experience equips us to guide your issue resolution faster, so you can focus on what really matters: growing your business.

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Infor CRM Training

Technology Advisors offers comprehensive, hands-on Infor CRM (formerly Saleslogix) training. We'll guide you through the CRM and teach you how to maximize your user adoption and take full advantage of your CRM power.

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Blog

How 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.

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SalesLogix 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…

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Blog

Is 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…

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SalesLogix 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.

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How 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.

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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.

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Sage 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!)

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SalesLogix: 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.

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Capturing History in SalesLogix

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

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Hiding 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.

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Accessing 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.

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Sage 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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