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

SalesLogix Web and Database Views

Adding a database view into the SalesLogix web architecture can be a tricky process, due mostly to the fussiness of NHibernate. What follows is a step-by-step guide to help you through the process.

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SalesLogix Mail Merge DLL Installation Issue

We recently ran into an issue in SalesLogix version 7.5 sp3 where the mail merge did not work after an install. Clicking on the write->email menu would bring up the following message:

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SalesLogix - StarfishETL 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 There were a couple of Account based tables that needed to be imported for historical reference ONLY.

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SalesLogix WEB Group Issues

Here's the problem, you click on the group, for example your "Customers" group, and it does not actually show your customers; it still shows "All Accounts" or whatever you were last viewing. In addition to this, if you were to look-up an Account while in this group that is…

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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.

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SalesLogix Web Dashboards and Sales Processes (3 of 3)

We are now ready to put the pieces together. Log on to the web client and click on the Welcome navigation item.

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SalesLogix Web Dashboards and Sales Processes (2 of 3)

Open Application Architect and in Project Explorer expand Entity Model > Packages > SalesLogix Application Entities > Opportunity > Filters. Right click on Filters and click on “New Filter”. Build a “Boats” filter as shown in the screen shot. There are a number of things to be aware of…

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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…

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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…

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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”.

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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.

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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…

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SalesLogix - Activating Advanced Outlook Integration

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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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.

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SalesLogix 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."

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