There are nine Opportunity Reports that come with a standard SalesLogix implementation. I thought we would cover only four of them today and the other five within the week.

Here's the fourth in a series of 8 posts defining the Buyer Personas for the various roles of people using SalesLogix. This one is for Brandon Miller, Marketing Director for Arcadia Communications.

The first workshop of the New Year! The workshop, "Creating New Sales Process - SalesLogix v6.2 and Above", is one of our most popular workshops and what better way to start

A combobox control works much like a picklist, in that it presents a number of selectable values to be stored in that control. You can set available values at development time using the items property of the control, but for greater flexablility, you...

Sage SalesLogix is deployed in many industries including Services; Manufacturing; Finance, Insurance, Real Estate; Wholesale Trade; Transportation, Communications, Utilities; Retail Trade

I had a user call me today that was looking for Tools/Options/ Outlook Synchronization tab. In version 7.5 this is no longer a tab within Tools/Options. This must be accessed from Start/All Programs/Sage SalesLogix/Intellisync for SalesLogix. These options...

In my last blog I discussed how MAS 500 has a concept of Kits and where these are stored in relation to the item tables.  Similarly, the Kits can be added to Sales Orders.  This post discusses the structure of the Sales Order tables as it relates...

This is the third in a series of 8 posts defining the Buyer Personas for the various roles of people using SalesLogix. This one is for Sue Chang, IT Administrator for AusMed.

If you cannot select the desired field for a SalesLogix Template using standard field selection and local joins, you can use SQL to select exactly what is wanted.

In MAS 500 there is the concept of a "Kit" which is a group of items that are bundled together and sold as a single entity. Think of something like a computer which consists of various hardware and software components. The Kit itself has a separate...

Keep it simple is the theme today, lots of screen shots, but it will provide you the ability to make a side by side comparison of each of the label reports. There are quite a number reports in this category which I believe adds to the confusion of the Sage SalesLogix reporting area.

Pre-SalesLogix 7.5 Remote Client workstations were loaded with SQL Express with a SA password of SLXMaster. Under 7.5 the SA password has been changed to SLXMa$t3r. When upgrading to version 7.5 the AttachRemote may not work without manually entering the new SA password.

It's simple enough in the SalesLogix LAN client to slap a bunch of bound controls on a form, but if you want to perform any sort of action on that data, chances are you are going to be writing code on various events available to you. As a simple example...

SageCRM is one of those business software applications that has chosen a design path that does NOT require the user to have Microsoft Outlook

Here's an article on MSN announcing that SalesLogix has been given the Product of the Year Award by Customer Interaction Solutions Magazine

This exciting new feature basically allows you to link anything to anything.

Coming soon! Sage recently announced that SP1 for v7.5 will be released sometime in mid-February. The following functionality is planned for SP1:

To configure new users for Windows Authentication to the SalesLogix 7.5 Web Client, follow the below procedure: (This procedure assumes that the general Windows Authentication setup as defined in the SalesLogix 7.5 Implementation Guide has already been performed.)

The second in a series of 8 posts defining the Buyer Personas for the various roles of people using SalesLogix. This one is for Johan Kloenne, Customer Service/Support Manager for Deutsche Metal Detectors.

The installation for SalesLogix Remote client will prompt to install the sql native client if sql is not detected. However, the network client install does not prompt

SageCRM 6.2 will soon be publicly released so I wanted to produce a series of deep dives into some of its new features and capabilities.

Is this breaking news? Have not heard of a change in their policy. There is a whole industry already built around twitter, most with twitter in the company name, and most have active accounts on twitter with, of course, twitter in the account name. If...

There Sync Server had quit cycling by itself. He was wondering why there was not a line item in the Microsoft Scheduler. Although you can use Microsoft Scheduler for scheduling your Sync Server. It is certainly not necessary. There is a feature within SalesLogix Administrator called Sync Automation Services. You can set up a job in there to cycle your server on a periodic basis. Just make sure that you are not cycling so often that one cycle is running into the other.