Greg Andorka
Recent Contributions
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.
Continue readingSalesLogix 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.
Continue readingSalesLogix 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…
Continue readingSalesLogix 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…
Continue readingExport 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”.
Continue readingAdding 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…
Continue readingSalesLogix - 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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