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February 2nd, 2016 by

Installation Secrets from the Pros at Simplesoft
by Paul Hansford

Over the last few years, installations of Infor CRM have been shifting from On-premise into the operating cost bucket (CAPEX to OPEX). We do see more new deployments launched in the Cloud (SaaS ‚Äď Software as a Service) than ever before. However, this trend is not universal to all customers because on premise has not gone away.¬† Infor CRM is one of the few solutions available in both On-premise and Cloud. Infor CRM is flexible and with its single tenancy model in the Cloud, a database can be moved either direction. One strong advantage to the On-premise story is that integration is a bit easier behind the firewall.

At Simplesoft our deployment pros have installed Infor CRM in many different ways including DMZ, with various proxies, Windows Authentication, and security ports like SSL for encryption and even with front end servers for the load balancing of web servers, etc.  Bottom line:  We find ways to make the Infor CRM installation work successfully and can think outside the box.

Today’s article provides some tips and hints to prepare for a successful On-premise installation.

1. Prepare the hardware platform / provision the servers

Starting with the compatibility guide, a customer can get a feel for the hardware needs, operating systems, and database editions and versions for the latest editions of Infor CRM.  There are many factors that make up the final configuration recommendations.  For example, the number of users can have a huge impact on how many servers are required for high demand setups or even how much data and which technologies need integrated.

2. Download the software needed and have the licenses ready

Infor offers a great portal for the management of items like licenses, software, patches, knowledgebase articles, and how to references via documentation.  The software and patches can be downloaded from the Xtreme Portal for installation.  The exact files and steps will depend on the version of Infor CRM that is needed.  We are happy to guide customers in all aspects of the software.

3. Prepare for the configurations

Here are few of the basics that need to be prepared before the installation to maximize the results:

  • Service users setup and reviewed
  • SQL Native client software installed on non-database servers
  • Turn off windows firewall, UAC, ESC settings with exceptions configured (for various connectivity and security)

These steps will help avoid issues in the installation process.

4. Consider the prerequisites

With each version of any software there are various components that, when installed properly, make the general software install go smoother and reduce waiting time.

  • Install the software required for the various components of Infor CRM like web services
  • Install the software for testing features (browsers, PDF readers, and installer software)
  • See the implementation guide for the exact details for the latest version.

5. Installation and configuration

The installation varies for the version of the software and how many servers are needed for a particular configuration or security requirements.   A 200 user setup is different than a 10 user setup.  We are experienced at many complex configurations.

6. QA the results

Follow the standard Simplesoft quality checks to ensure the software is installed, services running, and features configured properly for optimized results.

With any enterprise tool there are potential pitfalls with the preparation and installation steps.  With the guidance of Simplesoft Solutions, you can avoid a long deployment cycle and will have your users in the tool faster than without us.  Take our tips into consideration for long term success and getting things installed right from the beginning.

Mentally, the only players who survive in the pros are the ones able to manage all their responsibilities.
-Tom Brady

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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December 28th, 2015 by

A quick note on issues with Microsoft Office 2016 and Infor CRM…

Microsoft recently released Office (365) 2016 to all eligible users in September of this year. ¬†As of the publishing of this article, the compatibility of Office (365) 2016 and Infor CRM (formerly Saleslogix) has NOT been approved (what is called qualified for support). Please refer to the latest Infor CRM Compatibility Guide for all compatibility questions. ¬†It is our recommendation that you do not upgrade until Infor has approved compatibility certification as we have already seen some breaking items with the Outlook Integration and launching Outlook from the LAN and WEB client. ¬†Even after uninstalling and re-installing to an earlier version of Microsoft Office there have been some issues. ¬†If you are currently using a Microsoft 365 product, as Microsoft has the ability to upgrade without a user’s permission based on settings within the 365 package, it is recommended that you review your settings for automatic download of updates to ensure that you do not accidentally upgrade.

Microsoft is gearing their products to operate solely from the cloud, as is the Microsoft Office 365 product currently released.  This change in direction for the Microsoft Office product has a ripple affect with other programs that integrate closely.  Infor CRM is one of them. Rumor mills have been whispering that Microsoft is pushing the cloud applications rather than desktop versions; if the rumor mills are accurate, we may be seeing the last of the desktop versions.

While researching the new Office product, I found that the desktop versions for business use are still offered by Microsoft. Office 2016 Professional Plus for enterprise licensing, Office 365 Business, Office 365¬†Business Premium, and Office 365 Enterprise E3. ¬†Although integration with Outlook 2016 has not been tested with the Infor CRM client, both LAN and WEB rely on the actual desktop version of Office to be installed. It is required to trigger the program launch during certain tasks, like generating emails, mail merge, template, etc. ¬† For best compatibility, the desktop versions of Office will have a better chance of working with the Infor CRM client’s current design.

Infor CRM is aware of the change to the Microsoft Office software and will determine compatibility as they test the changes necessary to utilize the Office 365 platform; desktop and cloud version.  Infor is currently working on compatibility with Microsoft Office (365) 2016  and has tentatively set the update to be released with Infor CRM v8.3.0 in February 2016.  We will keep you informed as we hear updates.

In the meantime, if you a prompted for an update to Microsoft Office (365) 2016 … Don’t Do It… At least not yet anyway!

If you have any questions on this issue, please contact support@simplesoft.net

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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January 31st, 2014 by

Many Saleslogix power users are aware of using Boolean logic (AND / OR) to find data records in applications. Technical Note: If you have a long list of OR’s, it is more efficient to use the¬†IN command with groups. Act! and Saleslogix both support advanced queries and advanced finds for locating results.¬†¬†Additionally, there are some fancy, yet easy, ways to search for data records, and which help narrow or broaden the search¬†results, and result in finding the records you are looking for without the advanced features.

Here are a couple of sample defintions of the “wild” characters when performing a look-up or find:

Special Character Description Key / Symbol Example
% is a wildcard that means any number of characters. Shift 5 e.g. Percent See below: 2,4,5,6
_ is a wildcard that means any data for a single character. Underscore See below: 1
[] is a way to find data within a range of characters. Brackets See below: 3,4,5,6,
^ is a way use ‚Äúnot‚ÄĚ the data within a range of characters Shift 6 e.g. caret See below: 6

For right now,¬†let’s keep it simple and I¬†will leave out the fancy ‘escape’ methods for searching for 100%¬† and other¬†odd database characters.¬† When you are searching applications,¬† you can sometimes take advantage of the database SQL functionality and use wildcards for a fancier, and many times easier, method for finding what you want.

Wild Search Examples:

  1. b_ll returns: ball, bell, bill, bull
  2. b%ll returns: bll, ball, bell, bealle, bullet
  3. b[ai]ll returns: ball, bill
  4. b[aj]% returns: ball, bell, ballet
  5. %[0-9] returns: anything containing a number
  6. %[^0-9] returns: anything NOT containing a number

With newer versions of Act! using Universal search, and Saleslogix using SpeedSearch, or even filters in Saleslogix web, these wildcard search tools are trumped by technology advances and are not needed as much.Wildcards are nice to have in your back pocket for such an occasion to quickly find records.

‚ÄúSearching is half the fun: life is much more manageable when thought of as a scavenger hunt as opposed to a surprise party.‚ÄĚ
Jimmy Buffett

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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January 6th, 2014 by

Simplesoft has consulted with hundreds of companies in their various CRM deployments. In recent years, many companies have shifted from on-premise deployments to cloud launches. Common paybacks for the switch are deployment of a full-featured CRM in a rapid timeframe, reduction of the IT capital expenditures and operating costs, flexible terms and managed control of upgrades in a single-tenant instance. All these benefits are realized while maintaining the ability to tailor solutions to unique business needs.¬† However, even with the powerful and flexible Saleslogix platform, there are tactical errors that can impede success, and might keep you from winning future business‚Äďlaunching enterprise tools can seem daunting, and some compare this to eating an elephant without a fork.

To increase your chance of enjoying the same high-level achievement experienced by many of our customers, follow the following common strategies.  Each phase of your Saleslogix CRM journey requires important planning for a successful implementation outcome.

1.  Define the vision of the project.

Create an implementation vision to provide a framework detailing what your overall strategy will be. Define a vision, strategy and steps for what you hope to accomplish, and define the criteria you will use to measure success.

These statements are less about the CRM solution and tools and more about the support required to fulfill your desired outcome.  An example of a project vision might be to have a 360-degree look at the customer and bring together department databases into a common system.  This is an operational vision for your CRM strategy.

Ensure the project sponsors and stakeholders agree on the purpose and goals of the project. The project must include clearly-defined plans with assigned responsibilities and accountabilities. The scope and quality need to be managed in a structured manner for an effective and efficient outcome.  The project manager and team members need to be engaged in constant communication to ensure your project moves forward in a timely and open manner. Critical success factors (CSF) help drive projects and project teams to meet their goals.

2. Define your success factors.

What are the business requirements driving your CRM project?  If you do not have a S.M.A.R.T. goal, how do you know that you met that goal?   In other words, use Key Performance Indicators (KPI’S) to measure and track the success of your CRM project and subsequent launch phases.  Here are a few examples:

  • Create a common operational database for your sales, marketing and support teams.
  • Increase user system adoption rates over a previous tool used to increase productivity
  • Increase sales by 5% in 6 months.
  • Increase customer retention by 5% over prior year.
  • Standardize workflow processes using adopted company methodologies.

The most important takeaway is that if you don’t have a goal, how do you know if you succeeded or failed?

3.  Define the project approach.

Typically, there are three types of deployment strategies with regard to project resources:  DIY, DIFM, and DIWM.

  • DIY – Do It Yourself.
  • DIFM – Do It for Me.
  • DIWM – Do It with Me.

There are pros and cons to each of the above approaches, and the desired approach should be identified, discussed and vetted early in the project cycle; otherwise, you will find that the scope of your project will increase as you proceed. Your mileage will vary with consideration of personnel experience and capabilities for CRM type of projects. Our experience leads us to believe that a practice of DIWM yields the best results.

One thing to keep in mind: Even if the project schedule is not met, the project can still be successful when external forces are in play. For example, in a past project, there were hardware shortages due to flooding in Asia and hard drives were not readily available to build the virtual images for the project.  This procurement challenge caused project delays, but it did not completely hinder the actual project results and utility.

4.  Define the data/technical requirements.

The way your data are used within your company, from team to team, matters. Once you clearly understand your business requirements for all team levels in the company and translate the goals into the CRM solution, then you need to take the time to analyze your data and begin to match it to your solution.  Some fields will have a built-in place to be mapped.  Other fields might need to be created to support your unique requirements. Sponsors should identify someone with both technical and business skills that will work with the product to determine how the platform and your goals will mesh, as well as an understanding of the tasks planned so they can be properly incorporated into your CRM solution.  Without planning data can quickly turn a project into something the end users will not use.  Data integrity is a foundational pillar for CRM launches.

5.  Understand the administration tools of your CRM solution, namely Saleslogix.

Taking time to give business and technical administrators proper training is crucial.  Without proper training, system administrators might unwittingly cause more troubles than they solve.  Make sure admins have the skills they need to be successful and help your launch be everything that it was intended.  Those same training principles also apply to system, data and development personnel.  Periodic refresher training can continue to keep your administrators’ skills sharp and increase your independence in supporting Saleslogix.

6.  Define standards and policies for Saleslogix usage.

Before you train your users, it’s important to take the time to build the workflows and fields that support consistent workflow for your users. Carefully design and set the proper expectations needed to support company and user success.  For example, if you want names of companies to be fully spelled out, then provide examples for consistency and help your users meet those objectives.  Ensure that a data steward is assigned the role for managing system data.

7.  Build, plan and prototype customizations (if any).

Typically, Saleslogix contains approximately 85 ‚Äď 90% of the requirements for all CRM projects out-of-the-box (OOTB).¬† The remaining 10-15 % is often customized to fit specific company needs.¬† Unless your initial deployment is vanilla, or without customization, then you will need to ensure your customizations are operational and deliver the intended results before releasing to the end-user base.¬† The CRM trainer should not stand before the users and hear, ‚Äúthat is not what we wanted,‚ÄĚ because they should be involved in the project customization requirements on some level.

There is a lot to be said about the development environment, documenting requirements with achievable scope and ensuring developers can achieve planned changes.   Examples of initial customizations might be things like quotation automation, account details, adding new custom mobile fields, forecasting and pipeline tools, reports and customized dashboards. The custom fields usually dictate the custom screens and reports that also need to be designed.

8.  Implement Saleslogix user setup administration.

When creating user profiles, the users need to be created using a standard schema.  For example, we recommend first initial combined with last name (i.e. Bill Smith as bsmith) for user profiles, and these can be generated from templates.  Be sure to complete the User Profile to include user-specific information such as title and phone number.  This User Profile information can be used in other places in Saleslogix, such as Mail Merge.  After the users are created, when preparing to launch any web-based applications, pay careful attention to passwords and policies for complexity (this is built into Saleslogix).  One of the distinguishing benefits that Saleslogix offers is the ease of use for the basic administration of the system.  We cover many of these steps in our hands-on Administration Jumpstart Workshop.

9.  Build security and team strategy.

In Saleslogix, every account has an owner.  This value is important in determining the appropriate users to manage certain accounts.  A team is a group of users who need access to the same accounts, contacts or opportunities.  Teams are a way to separate users and data.  One of the preparation steps for launching is to finalize the data and security models to support your business needs.

With Saleslogix, there are levels of security that can be applied.¬† A company can separate users from data, allowing divisions to see their own data and not another.¬† There are also capabilities to employ ‚ÄėRead Only‚Äô and ‚ÄėNo Access‚Äô visibility on fields of a table assigned to a user.

The main takeaway is that data modeling and security need to be taken into account as a part of normal planning.  We employ some particular design strategies to ensure the proper rollout of the users and data-related security access. Through years of experience and many complex organizational rollouts, we have built up a deep knowledge level in team data and security models.  Best practices include reviewing your designs with a Saleslogix expert.

10.  Define all pick list values.

Pick lists are screen drop-downs that allow a selection to be chosen for a field value.  They allow non-programmers to personalize data options for system users.   Saleslogix pick lists are used throughout the Saleslogix application.  They are useful because they eliminate keystrokes and encourage correct, consistent data entry.

An example of pick list personalization might be to customize the Industry field. Pick list management will allow you identify information about your customers.  An important task in any Saleslogix launch is to evaluate the items for the pick lists and work with the users to build useful screen drop-downs.

11. Import initial data.

One the most crucial elements of CRM success begin with data planning.  In order to import data successfully into Saleslogix the following, as a minimum, needs to take place as a part of the extract, transform and load (ETL).  If your launch includes a migration from another system, then you want to ensure that data are properly moved from one system to another.  Here are some tactical actions for the data movements:

  • Extract the data from your current system.
  • Prepare your data to be mapped to the fields to support the import.
  • Clean the import data to include standard field values (e.g. match up the pick list fields).
  • Select the appropriate import tool.
  • Use a staging environment, sometimes called a sandbox, to test a small import set.
  • Validate the results of the test import.
  • Scale up the import testing, increasing amount of data as you go and reviewing the results along the way
  • Import data into the production Saleslogix database.

This is an area that requires experience dealing with data management and using the import tools available to bring the results expected by the users.  Simplesoft can provide tools, aids, workshops and tips to assist in the import data process. The Import Wizard is available for administrators in the Saleslogix Cloud environment and the lead import tool is a wizard in the web client, and is built-in and included with Saleslogix.

12. Pilot the system before launching.

If your user base is larger than twenty users, plan to ‚Äúpilot‚ÄĚ the system by thoroughly testing and providing early training for the pilot users.¬† The pilot users need to be tech savvy and not afraid to try features.¬† The pilot users should have clear expectations on how to review certain areas of the tool and how to provide feedback.¬† ¬†Before training, ensure that the users can log in, their workstations are set and the compatibilities of the systems are functioning and ready to go.

  • Select pilot users who are technically savvy and share feedback frequently.
  • Have a specific plan for testing the features and functions critical to success.-¬† Have several users test the same functionality.¬† This will rule out test results that may be unique to one user.
  • Constantly poll users for changes/ideas.
  • Plan to get feedback from the early users to benefit the majority.-¬† Have a reasonable timeline to gather information (timeboxing)

The piloting process is sometimes called a ‚Äúsoft launch‚ÄĚ.¬† This ensures that the customizations are ready, system bandwidth is allocated, integrations are built and standardizations are corrected, and support personal should be prepared for questions pertaining to launch activities.

13. Freeze the system changes for stability.

When the pilot is completed, the results need to be documented and prioritized to make decisions about anything that needs to be addressed.  Create an evaluation time period to gather feedback.

  • Make corrections/changes.
  • Document thoroughly.
  • Look for areas of incremental improvement.
  • Plan for phased releases.

14. Evaluate success /close out.

Before you release your system to the larger group of users, have a plan to ensure that you are meeting the agreed-upon goals of the organization.  What can be tweaked to make things work better?  Have a concrete training plan, and consider how you will introduce the tool to your users.  Having your executive sponsor involved in the training will go a long way.

15. Focus on the end user experience.

All these tools and methods are described with two things in mind: First, they help your company expand their capabilities and ensures that the users have tools to efficiently complete work with a high level of productivity. Second, we highly recommend considering end user self-interest to help your launch be successful.  While you may not be able to incorporate every suggestion from every user, the more you equip your power users with the tools they need, the more successful the CRM strategy will be as a whole.

16. Evaluate phased success.

Lastly, go back to the S.M.A.R.T. goals, evaluate the results and start planning how to incorporate improvements into the next phase. Roll the changes and business requirements into the next phase and build success upon success. The main goal should be to bring incremental return on investment with each subsequent rollout. Some examples of phased rollouts include adding things like sales management tools, advanced dashboards and system integrations in a subsequent deployment.

Deploying an enterprise tool can be an arduous task, but it can be tamed with applied discipline, the right culture and having the right approach with the right people.  There are many pitfalls with any project that can impact organizational change.  The key elements are to plan for data, plan testing phases and train individuals for success.

Saleslogix has provided positive results for many of our customers.  If your company is struggling with its CRM implementation, call us and let us help you launch successfully.   How do you eat an elephant?  Answer:  One bite at a time.

‚ÄúAs we look ahead into the next century, leaders will be those who empower others.‚ÄĚ Bill Gates

If you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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November 29th, 2010 by

Sage SalesLogix Heartland Users Group

Sage SalesLogix Heartland Users Group Logo – Revealed!
It’s now official! The Sage SalesLogix Heartland Users Group logo has been voted on by the members and is now finalized. Thanks to all SalesLogix users who have participated and contributed feedback because you make all this happen.

What is the Heartland Users Group?
This regional Sage SalesLogix users group provides a unique experience for SalesLogix users, administrators, trainers, and developers to increase their knowledge and effective use of SalesLogix within their organizations. This group is run by the members, whose privileges include choosing topics as well as selecting their new name – Heartland SalesLogix User Group.

What can I expect attending the meetings?
Topics and Discussions Covered in just the first year…

  • Outlook integration options
  • Opportunity management and sales process
  • Data management and services including 3rd Party Tools (i.e. Inaport, Scribe, and Intelli CTi)
  • Business Analytics (i.e. QlikView, Visual Analyzer, Dashboards, and Crystal Reports)
  • Workflow and Notification Alerts (i.e. KnowledgeSync)
  • Strengthening user adoption

What is a typical agenda?

  • SalesLogix Customer Solution Spotlights
  • Sage SalesLogix user tips and tricks
  • Networking with other Sage SalesLogix users
  • Networking with all the Simplesoft Solutions employees
  • Free prizes and gifts (iPods and gift cards)
  • Food and fun!

Future Topics

  • Sales quoting automation
  • SalesLogix in the Cloud
  • Project management
  • Territory realignment and Teams/security
  • SpeedSearch

Who should attend?

  • Sales and Marketing
  • Management
  • SalesLogix Administrators and users
  • Internal training staff

Your opportunity to attend is coming up soon! The next Sage SalesLogix Heartland Users Group meeting is scheduled for December 7th and will be an open house hosted at Simplesoft Solutions Springboro, OH facilities. There will be learning sessions that attendees will need to be preregistered to confirm seating availability. Please register below for any sessions you would like to attend:

Register for Heartland Users Group meeting

If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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November 22nd, 2010 by

“Truth is simple, life is complex” – Anonymous

In the real world, changes happen, and you need to be ready for the “normal” changes that can be ascribed to the life cycle of a system. I recently performed an upgrade that had a set of user management change requests that needed attention. The changes involved the usual requests of adding a new user or two, retiring a few users, and realigning some data. I wanted to review some typical¬†tasks and provide some tactical advice to help others who might be needing answers in similar situations.

User Management in SalesLogix

 

 

 

 

 

 

 

 

1. How to change a user type

Users never change roles, right?¬†Not in the real world; people move to new departments and are promoted and/or transferred. Let’s assume a change in user’s¬†role and walk through a couple of situations. The basics of the changes are the same for both [ remote user to network user] and [remote user to web user].

In Sage SalesLogix, it is an easy procedure¬†to change user types. (Note: Let’s assume the remote user is all synchronized and doesn’t have any TEF files to send to the server.)

Click: Start | Programs | SalesLogix | Administrator
Log into application as the Admin user or a user with an Administrative role

Select the Users button in the Navigation icon.

Note: Now you have two choices in how to perform the user type change.

A. You can highlight the user that needs the change in the list, right-click the user and select Change Type.

B. You can double-click the user and on the first tab use the drop-drop on the Change Type field.

Your user has now been changed from one type to another.  It only takes a few clicks, so be careful.  The happy result,  the change is made and away you go!

2.  How to retire a user

Note: When a user leaves your company, the best option is to convert them to a retired user. Retired users do not use a license and cannot log on, but their name is preserved in the database. This prevents history records from displaying ‚ÄúUnknown User‚ÄĚ because the user was¬†deleted. Use the following checklist when a user needs retired.¬† When a user is retired it frees up a SalesLogix license and their system history is preserved.¬† We don’t recommend the delete feature except in rare circumstances.

Click: Start | Programs | SalesLogix | Administrator
Log into application as the Admin user or a user with an Administrative role

In the Users view, double-click the user to open the User Profile dialog box

– If the user is active deactivate the user (see below).

– If the user is a remote, then make sure the Sync settings are unchecked, site code is recorded and the synchronization files are cleaned up and managed properly. (If you are a customer, you can ask for the ‘SalesLogix Cleaning Up Remote User TEF files.doc’ document.

Note: It might be necessary to manually remove TEF files from the Outfiles and Archives folders under the Host logging path. This should only be done if a Remote user leaves the company or is out of the office for an extended period of time (after which a new database needs to be created). To delete the TEF files in the Outfiles and Archives folders, sort by File Type (the file extension is the site code) and remove any files that have types that match the current active user’s site code that will be retired.

– If the Manager box is selected, clear it. (You cannot retire a user if he or she is a manager.)

РIf the user has other users reporting to them, the other users will need to report to another user (at minimum the Admin user).

РIn the Name box, type _RET or something similar in front of the user’s name. This step is not essential; however, it makes it easier to identify the person as a retired user in other areas of SalesLogix.

In the User Type list, select Retired User to change the user’s settings.

Press the F5 (Refresh) icon to refresh SalesLogix Administrator to ensure all changes have been made.

3.  How to reinstate a user

Note: Make sure a license is available for the reinstated user. You might need to set up the synchronization settings for the user as well.

Click: Start | Programs | SalesLogix | Administrator
Log into application as the Admin user or a user with an Administrative role

In the Users view, double-click the user to open the User Profile dialog box

Note: You might need to select the Retired Users tab.

Change the user type from retired to the appropriate user type

On the General Tab, clear the Login Active check box

Click OK

Note: It is not a bad idea to have the user’s password reset.

4.  How to deactivate a user

Note: When a user is deactivated they can not log in to SalesLogix, but they are still taking up a license. Users can be deactivated for many reasons, such as maternity leave, military leave or extended sickness.

Click: Start | Programs | SalesLogix | Administrator
Log into application as the Admin user or a user with an Administrative role

In the Users view, double-click the user to open the User Profile dialog box

You can highlight the user that needs the change and right-click the user

On the General Tab, clear the Login Active check box

Click OK

-If the user is a remote, it’s a good idea to clear the ‘Synchronize Changes’ and ‘Sequence Files’ check boxes on the remote tabs. This ensures that files will not write out for synchronization and sit on the server without reason.

To keep the Sage SalesLogix system running smoothly, you should perform certain administrative tasks on a regular basis. This is especially true when it comes to managing users. There are other data and user management tasks that might need to be performed along with user management like realigning data and activities. This will be a future blog entry. I hope these tips have been helpful in some way to help perform some common tasks in SalesLogix.

If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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November 10th, 2010 by

On occasion, there might be a need for a System Administrator to uninstall SalesLogix due to an installation issue, migration to a new client type, or the discontinued need for the SalesLogix client on the computer. Regardless of the situation, here are a few pointers to assist in the tasks to remove the SalesLogix client in a manual and efficient manner.

How to uninstall the SalesLogix client:

1. Shut down running Windows services (SalesLogix related).
Note: In some clients, no SalesLogix services may be running. If any services are running locally (optionally) then they should be shut down. This will make the uninstall a little cleaner.

  • From the Start button, click Run
  • In the Open field, type: Services.msc
  • Note: This opens the Services Management console.
  • Select OK
  • Scroll down the list and¬†review¬†the services listed in the S’s for SalesLogix related services
  • Highlight and right click them to select stop for each service

2. Use Add/Remove Programs to uninstall SalesLogix related applications.

  • Start | Control Panel | Add/Remove Programs
  • Remove SalesLogix Client
  • Remove Intellisync Client¬†¬† (might not be there, but just in case)
  • Remove SalesLogix Mail Client¬† (should not be there, but just in case)

Note: Remove the SalesLogix Administrator if installed.

3. Remove the SalesLogix application related folders.

Browse in Windows Explorer for the following folders for removal. These folders are slightly different in Windows 7.

  • <drive>:\Program Files\SalesLogix
  • <drive>:\Documents and Settings\All Users\Application Data\SalesLogix\
  • <drive>:\Documents and Settings\<users>\Application Data\SalesLogix
  • <drive:>:\Program Files\Common Files\PUMATECH Shared\Connectors\SalesLogix

4. Remove “SalesLogix” and “SLX” entries from registry.

Note: Regedit is the way I edit the registry, but be very careful when making changes in the Windows registry: unless you back it up first there is not an easy way to recover after some actions.

  • From the Start button, click Run
  • In the Open field, Type: Regedit
  • Click OK
  • Expand to HKEY_LOCAL_MACHINE\SOFTWARE
  • Right-click on the SalesLogix folder and click Delete
  • Expand to HKEY_CURRENT_USER\SOFTWARE
  • Right-click on the SalesLogix folder and click Delete

5. Reboot the computer. Now you are ready for your next actions.

The uninstall instructions may vary slightly from version to version of SalesLogix and operating system, but these are the basic tasks to perform the uninstall action. Let us know if and how these tasks differ in your environment and we can add to or adjust our list.

If you would like more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. at one of our three locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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June 16th, 2010 by

Sage SalesLogix provides the tools to allow you to modify some parts of the interface so that you can work in the way that suits your needs. The User Options allow you to set specific preferences for certain features such as General/Search, Group, Activity/Alarm, Calendar, Change Password, and Opportunities that appear when you start the Sage SalesLogix Web Client application. The settings that you select are recorded as being for the user who is logged on and are not visible to other Sage SalesLogix users.

To edit user options:

  1. Login as the proper user of the SalesLogix CRM system.
  2. On the top right status bar, click Options.
  3. Click the tab for the options you want to edit.
    • Click the Activity/Alarm tab to set options for the Activity Main View, follow-up activities, or Activity alarms.
    • Click the Calendar tab to set options for the Calendar view. You can determine the information that displays on your calendar, the default view, or the day start and end times.
  4. Click the Save button icon.

Sage SalesLogix Web CRM Options - Activities

Activity/Alarm Options
Activities, Alarms, and Reminders enable you to keep track of tasks in the Sage SalesLogix Web Client. The Activity/Alarms tab allows you to specify how and when Activities, Alarms, and Reminders will display.

To set Activity and alarm options:

  1. On the top right status bar, click Options.
  2. Click the Activity/Alarms tab.
  3. In the Show Activities for box, select the user whose Activities you want to display in the Activity Main View.
  4. From the Default View drop-down list, select the tab name for the type of Activities you want to display in the Activity Main View (for example, All Open).
  5. In the Time Frame drop-down list, select the time range of Activities you want to display in the Activities Main View.
  6. In the Default Follow-up Activity drop-down list, select the type of Activity to be scheduled as a follow up, after you complete an activity.
  7. In the Carry Over Notes drop-down list, select Yes if you want to carry over any existing notes.
  8. In the Carry Over Attachments drop-down list, select Yes if you want to carry over any existing attachments.
  9. In the Alarm Default Lead boxes, enter a number in the box and select Minute(s), Hour(s), or Day(s) from the drop-down list to determine the length of time the reminder should occur before the Activity Start Time.
  10. Click the Display Activity Reminders drop-down arrow and select Yes to display Activity Reminders or No to prevent Activity Reminders from displaying.
  11. Click the Display Alarms drop-down arrow and select Yes to display Activities with alarms in the Activity Reminders view or No to prevent Activities with alarms from displaying.
  12. Click the Display Confirmations drop-down arrow and select Yes to display Activity confirmations in the Activity Reminders view or No to prevent Activity confirmations from displaying.
  13. Click the Display Past Due drop-down arrow and select Yes to display past due Activities in the Activity Reminders view or No to prevent past due Activities from displaying.
  14. Click the Save button icon.

Sage SalesLogix Web CRM Options - Calendar

Calendar Options
The User Options view displays the settings for the logged on user. These options are only applicable for that specific user in the Web Client.

Calendar Options allow you to adjust the content and appearance of your calendar to accommodate the way you work. You can set the type of information that displays in Activities, the start and end of the work day, the default calendar view, default interval on the calendar, and whether or not completed Activities (history) items display. History items only display on the day and week calendars by default. You can also set the user whose calendar is displayed by default. The logged-on user is the default.

To set calendar options:

  1. On the top right status bar, click Options.
  2. Click the Calendar tab.
  3. In the Default Calendar View box, click the drop-down arrow and select the default calendar view you want to display when you open the Calendar view.
  4. In the Show History on Calendar box, click the drop-down arrow and select Yes to display history items or No to not display history items on the day view.
  5. In the View Calendar For box, click the Find button, select a user from the list, and then click OK.
  6. In the Show on Activities box, click the drop-down arrow and select the Activity information you want to display on the Calendar.
  7. In the Day Start box, click the drop-down arrow and select the time you want the Calendar to display as your start time.
  8. In the Day End box, click the drop-down arrow and select the time you want the Calendar to display as your end time.
  9. In the Default Interval box, click the drop-down arrow and select whether the calendar displays information in 15, 30 or 60 minute intervals.
  10. In the Default Activity Type box, click the drop-down arrow and select a default Activity type. This is the type of Activity that will be created when you double-click on any of the Calendar views.
  11. Click Save.

The above two tabs have been covered but there are other User Options as well such as General/Search, Group, Change Password, and Opportunities tabs that appear when you start the Sage SalesLogix Web Client application. Below is a brief description of those categories:

  • General/Search Options
    Use the General/Search tab to specify such settings as which view opens by default when you first log into Sage SalesLogix Web Client, and who to use as the default owner for any new records you create. You can also set options for using Mail Merge, although these will not be visible unless you selected the ‚ÄúUse ActiveMail‚ÄĚ check box when you logged in.
  • Group Options
    The Group Options view display your personal preference settings for Main Views, Default Groups, and Grid Options such as auto resizing columns to prevent horizontal scrolling. These options only apply when the user is logged on to the Web Client.
  • Changing a Password
    You have the ability to change your password through the User Options in the Web Client. Once you have made the changes you want, you must log off and then log on again for the changes to take effect.
  • Opportunity Options
    Use the Opportunities tab to specify default attributes for any new opportunities that you enter into the Sage SalesLogix Web Client. The Opportunity Options view displays the settings for the user who is logged on. These options are only applicable for that specific user in the Web Client.

Editing User Options in Sage SalesLogix Web allows you to modify personal preferences so you can work in an environment that better suits your needs and allow each user to work as effectively as possible in the Sage SalesLogix customer relationship management (CRM) environment.

If you would like to learn more about Editing Activity and Calendar User Options or have another CRM article that you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati, OH or Chicago, IL surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Chicago, Illinois Office:
Simplesoft Solutions, Inc.
950 N. Rand Rd. #123
Wauconda, IL 60084

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May 28th, 2010 by

Last week in Denver, Sage hosted its annual Insights partner conference. As always, Simplesoft Solutions was in attendance and this year was represented by President, Don Menrisky and I. ¬† Traditionally, Insights provides many of the third party software solution vendors a way to showcase what‚Äôs new and exciting, and this year‚Äôs conference was no different. We saw some valuable tools and add-ons to help drive value for our customers and serve their customer’s better. However we felt the true excitement came from Sage and the company‚Äôs plans for the future of SalesLogix.¬† We are pleased with their roadmap and vision.¬†

Insights Conference 2010

Insights Conference 2010

I thought I would provide a ‚Äúpreview‚ÄĚ of what‚Äôs coming over the next year in part.¬† Sage has several releases planned with the release of¬† Sage SalesLogix v7.5.3, due in the next 60 days, and version 8.0 in the first quarter of 2011.¬† And I‚Äôm sure you have heard about the new ‚Äúcloud‚ÄĚ offering as they partner with Amazon EC2 to offer a SaaS version of SalesLogix. What does this mean for you? It means¬† lot of really valuable functionality, which will continue to set SalesLogix apart as the leading innovative CRM tool in the marketplace and extend the capabilities of the tools.¬† Here‚Äôs a preview of what you can expect:¬†

Sage SalesLogix v7.5.3: 

  • Includes new web analytics and dashboard reporting tools designed to be easily created at the user level. Charts, graphs, and group lists are a few of the user-created options for user driven productivity.
  • Browser agnostic Desktop¬†Integrations (Think SendSLX and Drag and Drop using FireFox etc.)¬†¬†
  • Web administration ‚Äď previously handled in the Application Administrator, a LAN based tool. Web administration will simplify the process of managing users, roles, teams & security and other vital features for SLX web users.¬†¬†(Think remote administration without RDP access.)
  • v7.5.3 due to be released in the cloud in the June/July timeframe, and available to on-premise deployments in late July or August.

 Sage SalesLogix v8.0: 

  • New user interface for both the LAN and Web clients, more closely matched to each other.
  • Increased focus on easing critical usability functions, including:
    • Contextual menus
    • Activity and calendar management
    • Note recording and viewing (split form to match LAN client)
    • Inserting contacts and accounts
  • Quick editing of forms to add and edit forms, with no need to build and redeploy to users
  • v8.0 expected in Q1 2011

In addition to these client enhancements, a completely re-designed Mobile Client is expected by Q1 2011 as well. This new version has been designed to roll seamlessly across any mobile platform using an HTML 5 browser, including the iPhone, Android and most new Windows and BlackBerry devices. Sage provided a link during the conference to preview the new environment, and we are very excited about what we have tested. 

Finally, we are excited about the strategic direction Sage has taken to include more Connected Services, which we believe to be critical to the ongoing success of SalesLogix. The first release of this effort of this strategic plan has come in the form of Sage SalesLogix E-Marketing, released this month. In the near future, we can expect to see integrations to Hoovers, as well as other commonly used and valuable business resources extended through web services. 

As our relationship with Sage SalesLogix grows, so does our continued commitment to our customers.   I wanted to send the entire Sage team a big thanks for hosting another successful Insights conference.  We have so much to share with our customers back in Ohio.  The next Sage conference will be Sage Summit 2011 in Washington DC. 

If you’d like to preview Sage SalesLogix v7.5.3 in the cloud you can start a 30 day free trial. E-mail us at sales@simplesoft.net or call us today at 937-885-1204 x 3210.

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