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March 10th, 2014 by

Swiftpage has released a new update for Saleslogix v8.0. This update addresses issues in several areas of the Windows Client. Resolved areas include several fixes to Groups and the Query Builder, Calendar & Activity views and Outlook Integration.  Defect 13094308, when highlighting a record in the Opportunity List View and the text becomes white, has been resolved in this update. As with all updates, it addresses reported defects and should be evaluated for application to your environment.

The summary of each update is listed below:

SNC Update 16

SNC update 16 also contains the fixes from SNC updates 13, 10, and 08.

Prerequisites of SNC updates 02, 03, and 09.

Defect

Description

13092091:

OnExitControl Events do not execute in the SalesLogix Windows Client.

13093725:

Setting a Format String to “%0.4d” on a text control does not return desired result in the SalesLogix Windows Client. Setting a Format String to “%0.4d” on a text control does not returndesired result in the SalesLogix Windows Client.

13093782:

In the SalesLogix Windows Client Activities list view All Open tab, the activity detail view does not display correctly.

13093795:

In the SalesLogix Windows Client Dashboard, Today’s Schedule and My Activities are truncated.

13093911:

When using UK regional settings in the SalesLogix Windows Client, groups with date conditions return incorrect results.

13094030:

Extended characters in activity notes do not display correctly in the SalesLogix Windows Client Calendar view.

13094306:

In the SalesLogix Windows Client Query Builder, duplicate values display when a user selects CONTACT.TYPE in a Contact group.

13094308:

In the SalesLogix Windows Client Opportunity list view when a record is highlighted the text changes to white.

14094558:

In the SalesLogix Windows Client, ticket activities display encoded characters in the preview.

14094581:

A “List index out of bounds” error message displays after setting up a new group with specific operators and values.

14094584:

Logging an Outlook e-mail to history using SendSLX for leads only records a history record for the lead that comes first alphabetically.

14094594:

In the SalesLogix Windows Client, users cannot “Send as” another user when using Mail Merge.

14094616:

When adding or modifying a column header in the SalesLogix Windows Client Query Builder, characters with accents to do not display correctly.

14094784:

The SQL statements generated for groups created in the SalesLogix Windows Client Query Builder with condition operators “does contain data” or “does not contain data” do not include empty strings.


We recommend and encourage you to review the update documents to keep abreast of all defects and issues that have been corrected.  Contact Simplesoft Solutions to discuss an upgrade for Saleslogix, and to review any new features or updates with Saleslogix v8.0.

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.

http://www.simplesoft.net/blog/wp-content/uploads/2012/11/SS-Border.png

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

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March 7th, 2014 by

Swiftpage has released the first Web Core update for Saleslogix v8.1. This update addresses reported defects should be evaluated for application to your environment.

The summary of the defects are listed below:

Defect Description
13093159: When editing a group in the Query Builder Assign Condition dialog box, the Date/Time value does not display.
13093164: In the Query Builder Assign Condition dialog box, the Date/Time picker is not updated if the date and time were selected using the Browse button.
13093165: In the Query Builder Assign Condition dialog box, the Browse button on the Assign Condition tab should be disabled when the Operator is “within..”
13093166: In the Query Builder Assign Condition dialog box, the Date/Time Picker should be disabled when you select the “does/does not contain data” operator.
13093167: When using a Chrome browser, the Responses and Opportunities panes in Campaign Budget/Results tab do not display correctly.
13093607: In the Literature Request Management list view, the Send Date differs from the Send Date in the detail view.
13093819: The Sales Order Snapshot Grand Total field does not reflect the adjusted price when a discount is applied.
13093904: In a localized environment, in the Activities list view, the Participant Count column is not localized.
13093905: In a localized environment, on the Schedule/Edit and Activity views, the Participants tab and lookups are not localized.
13093907: In a localized environment, on the Contact Detail view, the Sync History tab columns are not localized.
13094025: When editing an activity from the Calendar, if the Timeless option is changed, then the activity appears on both the Calendar and the Timeless Activities list until the page is refreshed.
13094187: On the Sales Order Detail view, the Grand Total does not update after editing a product quantity.
13094264: In a localized environment, several items in the Reports main view are not localized.
13094370: In the Reports view History tab, if you try to sort by the Report column an “internal server error (500)” displays.
13094375: On the Lookup Results tab, when switching entities, the filters do not update for the new entity.
13094416: In a localized environment, when editing a Contact group on the Query Builder Layout tab, the Work Phone and Acct Manager fields are not aligned correctly.
13094437: In a localized environment, in the Schedule/Edit an Activity Participants tab, the Search button is not localized.
13094439: In a localized environment, in the Schedule/Edit an Activity Participants tab, the titles of the Lookup Contact and Lookup Lead views are not localized.
13094440: In a localized environment there are untranslated strings in the activity Quick Complete dialog box.
14094575: The Literature Request List view Date Req. column is bound to the wrong field.
14094622: When the browser is set to German De-de, an error displays when trying to set up the Saleslogix Feed for integrations.
14094627: Every page request makes several requests for the complete ADHOCGROUP table.
14094655: In a localized environment, the Query Builder condition is localized, but Eval data is not. This results in no records found.
14094673: In a localized environment, when running a territory realignment report there are untranslated characters in the Enter Values dialog box.
14094677: In a French localized environment, in the Application Architect Core Portals deployment Precompiler, the Compile Options button is truncated.
14094680: In a French localized environment, in the Application Architect there are overlapping fields in the Custom Modules Add file view.
14094715: Activity members are not showing up on the History Details All Participants tab.
14094739: Completed instances of a recurring activity that was created more than a day earlier are not synced to Outlook.
14094741: Invalid Schedule message appears when creating a new scheduled job with no end time and hour or minute as the time period options.
14094758: When completing an activity the modify date on the history record is the same date as the modify date that was on the activity.
Accounting Integration defect fix:
14094662: Account and contact email and phone records are not being inserted from X3 during sync cycle.

We recommend and encourage you to review the update documents to keep abreast of all defects and issues that have been corrected.  Contact Simplesoft Solutions to discuss an upgrade for Saleslogix, and to review any new features or updates with Saleslogix v8.1.

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.

http://www.simplesoft.net/blog/wp-content/uploads/2012/11/SS-Border.png

Dayton/Cincinnati, OH | Charleston, WVCharlotte, NC

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