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February 9th, 2016 by

Dear Paul,

We are having trouble with remote client changes making it ‚Äúto/from‚ÄĚ the remote client during the Synchronization process. Do you have any suggestions for troubleshooting the process?

Yes. Many times synchronization issues can be due to configuration settings or permissions. A good place to start is figuring out where the change files are breaking down and working to resolve from there.  The following is a procedure for figuring out where the change files are failing to move properly. Sometimes an unexpected reboot of servers can cause issues.

How to ‚Äúfollow the TEF‚ÄĚ from remote to Synchronization server:

Remote client Computer tasks

=====================

1. Start on the remote side and already synced up

2. Make sure the remote sync is off and set the Sync Options to not ‚ÄėSend changes‚Äô

3. Have the remote create an account, let’s say ‚ÄėXYZ Corporation‚Äô for generic tracking

– Identify the AccountID on the Detail tab

– confirm it is saved etc. (F5/Shift-F5)

4. Confirm the TEF file created and review in TRNVIEWER if needed

5. Confirm the size of the file and name and make a copy if needed. (Preferred)

C:\Documents and Settings\All Users\Application Data\SalesLogix\Sync\Outfiles

C:\ProgramData\SalesLogix\Sync

Main Office Computer tasks

=====================

6. Place the synchronization server service on pause or stop (Preferred)

– Reset option to ‚ÄėSend changes‚Äô on the Remote client

7. Synchronize the Remote client and send changes to the server

8. Confirm the TEF file transferred to the Infiles (FTP/Network) and review in TRNVIEWER if needed

– Confirm the size of the file and name is the same and make a copy if needed

– You can sort by sitecode with the file type to filter by the specific user

9. Cycle the synchronization server manually

10. Confirm/make sure that the new account gets to the host in the client application

Find the Account and confirm the information by the AccountID on the Detail tab

Synchronization Server tasks

=====================

11. Confirm that the Account is being sent to other remotes as appropriate (I.E. Team membership or Account Ownership)

– One thought would be to run the synchronization manually and see the new account going to team members

– An additional task would be to confirm the account on an additional remote client

Remote client Computer tasks (Assuming the Account is received on the remote client)

=====================

12. Create an opportunity for the Account for number 3 step

13. Repeat the steps, for the following of the TEF files (Steps 6 through 10)

14. On the remote, make updates to the account and opportunity

15. Repeat the steps, for the following of the TEF files (Steps 6 through 10)

– Use history actions, create activity changes, key fields etc.

16. On the remote, make a change to the Phone Number for the account and the Probability field on the Opportunity

17. Repeat the steps, for the following of the TEF files (Steps 6 through 10)

Note: We are looking for symptoms where the TEF files are not being created, moved to another folder, (for example Rejected or Archived),

TEF files with errors, sitecode issues, malformed TEF files etc., Keybase issues with a naming mismatch, or missing files waiting for sequence processing during a synchronization of service.

All the settings need to be set back to the original settings after testing.

How to use the TEF Viewer

=====================

Open SalesLogix Transaction Viewer

(Default location is C:\ProgramFiles\SalesLogix\Trnviewer.exe)

Log in as the Admin user

Click the “Foldername” folder and click Open (you can filter to the specific user by choosing them from the bottom dropdown)

Click the TEF in question and click Open

Simplesoft can assist with this process by helping to analyze the TEF files with you.

If you are requesting help from Simplesoft or Saleslogix/Infor CRM, you will need to compress the following files and send with your request:

– syncerrors.txt and log file for the just completed sync from the Host server

Рsyncerrors.txt and syncstatus.txt text files from the Remote client computer and any Saved TEFs on host  (copy of them before they get processed)

It takes some time to work through this list.  Other testing can be performed as needed.

‚ÄúWe cannot solve our problems with the same level of thinking that created them‚ÄĚ
‚Äē Albert Einstein

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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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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November 7th, 2014 by

Meridian Bioscience was recognized as a Finalist for Project of the Year by Infor CRM at their conference in Scottsdale, AZ November 2-5.   Meridian Bioscience and Simplesoft had the opportunity to present their Infor CRM success to a panel of judges with two other customers and their corresponding channel partner. Kevin Powell,  Sr. Director Commercial Operations Integration, and Barb Maham, Sales Operations Manager, shared their key business results using Infor CRM with the panel and conference attendees.  Greg Gilman, IT CRM Developer, also attended the conference and participated in a customer panel for his work with the solution. Barb, Kevin, and Greg were joined by Don Menrisky, President of Simplesoft and Lorcan Malone, VP Infor CRM, for the celebration of their nomination.

Meridian Bioscience and Simplesoft Solutions have worked together for nearly three years, and in that time, they have implemented a host of business initiatives with Infor CRM (formerly Saleslogix) at the core to measure and reinforce business strategy. Meridian Bioscience has gone from a place in 2011 where they would admit themselves they were not using CRM with vision to a place where it manages and drives key business decisions within the organization. The partnership between Simplesoft and Meridian has developed at so many levels including both the technical and business staff from both sides.  We are thrilled to have participated with them for Project of the Year!

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 Users Group Events.

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

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February 10th, 2014 by

The ‚ÄúHard‚ÄĚ Areas of CRM Implementation: DIY or Not?

The question posed is a planning and execution question, and implies a decision point that can have great impact.¬† When should you do it yourself (D-I-Y)? When is it time to ask for help, as in ‚Äúdo it with me‚ÄĚ (D-I-W-M)? And when should you have a task performed on your behalf, ‚Äúdo it for me‚ÄĚ (D-I-F-M)?

There are areas of CRM implementation that can be well beyond your current level of expertise.¬† When that is the case, you need either the assistance of experienced, well-trained professionals, or you need to develop further knowledge by getting properly trained and educated as a part of the implementation.¬† As Dirty Harry once asked in the classic movie line, ‚ÄúYou got to ask yourself one question: ‚ÄôDo you feel lucky?‚ÄĚ‚Äô If you decide to go ahead without assistance or training, you can hope for a successful implementation, but do you want to rely on ‚Äúhope-so‚ÄĚ planning?¬† Here at Simplesoft, we believe in helping customers to become as self-sufficient and successful as possible. However, for that to happen, you must be intentional and have a plan in place to do so.

A friend of mine once sent me a story that emphasized that knowledge is more than just what you know yourself, but also knowing when another source may have the knowledge you need, and when it’s time to plan for their assistance.

Some years ago, one of the major manufacturing companies in this country was facing a crisis. The central conveyor belt of its automated assembly line quit running and brought the entire plant to a stop.

Although they tried everything they could think of, and even brought in several consultants, no one was able to get the conveyor belt running again, or even to identify what caused the breakdown in the first place.

The company was really in a bind. With ongoing overhead and loss of production, the company was losing money at the rate of $1,000,000.00 a day.

Finally, after a week of downtime, the big brass told the plant manager to call Tom, a mechanical engineer who had retired the year before after 25 years with the company. The conveyor belt had been Tom’s specialty and primary responsibility.

When Tom got the call, he caught the next flight from the city where he now lived and arrived at the plant the next day. He met with both the local vice president and the plant manager to get as much information as he could as to what had happened and what they had tried.

He then walked slowly along the belt until he came to a particular point.

He put his ear against the machine and listened. He asked for a hammer and then gave the machine a swift and forceful blow.

“Give it a try now!” he called to the foreman. The conveyor belt started right up and ran like a dream.

Special knowledge (experience in the field) is the key to successful projects. The company could have given hammers to every employee in the plant, and even had the big brass banging on the machine from sunrise to sunset, but that would have done no good‚ÄĒbecause they didn’t have the knowledge that was needed to resolve the problem; that is, they didn’t know where to use the hammer. Labor is not just about how much time is put into executing a particular solution to a problem–it‚Äôs knowing when and how to do it.

At Simplesoft, we have staff members who are not only certified in the relevant areas, but are also experienced professionals who know how to get the job done right, and how to tweak CRM software when and where needed.  Please don’t hesitate to call us when you need help and the task at hand is beyond your current level of expertise. We know where to use the hammer!

“Best efforts will not substitute for knowledge.” Dr. W. Edward Deming

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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February 27th, 2013 by

Yesterday, Glen Garrison from Sage debuted the new SalesLogix Marketplace to the partner community with pride.  Bringing all the solutions in one place will help customers and partners.  Whether you are looking for ERP Integration, Marketing, Telephony Integration, or Social Plugins the new Marketplace has it.  At Simplesoft Solutions, we represent, use, and train many of these add on solutions so let us know if we can help you. Check out the SalesLogix Marketplace.

 

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

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December 14th, 2012 by

We need you to cast one more vote in 2012!¬† We are so excited to tell you about one of our SalesLogix customers and the way they are being honored by Sage.¬† Ned Portune, VP of¬† Information Systems & Technology at Cold Jet, LLC¬†writes, “Congratulations to Scott Jeynes of the Cold Jet IT group for being named one of the 4 worldwide Finalists in the Sage SalesLogix 2012 Innovation Awards.¬† Just being selected as a finalist is a great honor and recognizes Scott‚Äôs work globally.¬† However, the overall winner will now be determined by a Public vote on Sage‚Äôs website.¬†” ¬†

So‚Ķ Please go to the link supplied below and Vote for ‚ÄúFinalist 2: Cold Jet, LLC‚ÄĚ to help push¬†them to the top.

Vote now: http://community.sagesaleslogix.com/t5/The-Sage-SalesLogix-Journal/Sage-SalesLogix-Innovation-Awards-2012-Finalists-Tell-Us-Who/ba-p/146763

 

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

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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December 7th, 2012 by

You know how all the best movies come out in December so they can be fresh on everyone’s minds for Oscar nominations?¬† Well, we believe Sage will win one for Sage SalesLogix v8 release.¬† It has been a long time coming and the extra work is evident in the rich feature set.¬† We have written about many of the features¬†and Sage has provided this great v8 datasheet to highlight the updates in this version along with this YouTube video.¬† We are especially pleased for the addition of the MS¬†¬†IE 9 browser compatibility!¬†¬†

What’s New in Sage SalesLogix v8 on December 12th at 12:00 noon EST will give customers a chance to take a look or we will be glad to do a demonstration for you.¬†

Dan Wilzoch, SVP & General Manager, Sage CRM Solutions told¬†the SalesLogix¬†partners today, “To ensure an outstanding partner and customer experience with the product, Sage SalesLogix v8.0 underwent an unprecedented amount of pre-release testing to ensure this release exceeded the highest quality and performance goals in the product’s history. We appreciate your participation and feedback throughout the process, and are confident you will be thrilled with the results.”¬†¬†Sounds like a good start to an acceptance speech.¬†

We believe Sage SalesLogix v8 will be¬†the¬†winner in 2013!¬† Thanks to the Sage team who has been work tirelessly for months.¬† Relax and enjoy the holidays. We can take it from here…

 

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

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 27th, 2012 by

Sage SalesLogix Advanced Analytics (or SSAA) as it is called by Sage, is a recent release that is benefiting end users today.  

Advanced Analytics is a business intelligence (BI) tool that allows keys users to monitor performance of key metrics, analyze trends, determine root causes for success or failure, predict future performance, formulate better business strategies, and make better business decisions. 

Advanced Analytics can pull data from SalesLogix, and from other systems, including ERP, telephony, e-mail marketing, and even spreadsheets, so that a complete CRM analysis can be performed. 

Advanced Analytics is a full business intelligence platform that is powered by TIBCO Spotfire, a leading business intelligence software provider. SalesLogix has partnered with TIBCO to bring us SSAA.  Advanced Analytics is very easy to use and can benefit all employees, from executives to analysts to the front-line sales (opportunity based), marketing, and support teams. SSAA comes with 15 pre-built dashboards that can easily be customized to meet the specific needs of your organization. SSAA is designed to be a visual tool to represent the data in a pleasing graphical form and it becomes effortless to drill down to the data for decision making. 

Advanced Analytics requires SalesLogix v7.5.4 or later. Advanced Analytics is available for both Sage SalesLogix on-premises and Cloud customers. 

Contact us today for more information or attend an upcoming webinar by Sage on Wednesday, December 5th at 12:00 pm Р1:00 pm EST. 

Hidden ROI: Making Dollars and Sense out of CRM Data Using Advanced Analytics 

Sage SalesLogix Advanced Analytics

Action is the real measure of intelligence.
Napoleon Hill
 

 

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

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 2nd, 2012 by

Some suggested answers for installation of MS SQL Server for SalesLogix

The MS SQL/ Windows installation is something we assume will be installed when we start the installation of SalesLogix, but often times we are asked to provide  installation recommendations.  We are glad to offer such information to help the installation of SalesLogix go more smoothly. 

When MS SQL Server is installed there are a quite a few services that can be installed like: Database Services, Analysis Services, Reporting Services, Notification Services, Integration Services, Client Components, Documentation & Sample Data.  Most of them are not needed for a successful SalesLogix deployment.

Here is the minimum recommendation for SalesLogix to run properly.

Say yes to the following options:

Under Instance Features: Database Engine Services.  Under shared features: Client tools Connectivity , Client tools backwards Compatibility, SQL Server Books online, Management tools Рbasic and complete, the two SDK options are fine.  The rest are not needed, but are optional.

Use Mixed mode for the security model; record the SA user password for database creation and for best management practices.

The other installation screens are typically defaulted for normal Sage SalesLogix usage.

We typically recommend the default instance, unless there is some need to separate applications for shared services or some other unusual factor.

Once the database is restored for SalesLogix, make sure the other servers/workstations have the appropriate SQL Native Client and the database is set to the proper compatibility.

‚ÄúThere is an option still left to the United States of America, that it is in their choice and depends upon their conduct, whether they will be respectable and prosperous or contemptible and miserable as a Nation‚ÄĚ
 George Washington

 

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

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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October 30th, 2012 by

The Web Forms Designer is one of the most anticipated features in Sage SalesLogix v8.0.¬† Giving the administrative user some control in adding fields to the forms has long been a request from our customers.¬† It’s HERE!¬† We think Sage has taken a great balanced approach to putting¬†control in the hands of administrative users with regards to custom fields but done it in a way to maintain data integrity.¬† Data integrity is maintained because the fields that can be added are¬†ones¬†already developed in the database and¬†the field¬†properties¬†that can be changed¬†through the¬†Web Forms Designer are limited.¬† The flexibility to the Administrative User is still tremendous¬†over common¬†changes like caption names and adding relevant fields that have been in the database for years, but are not commonly exposed on the forms, ¬†such as Account Number field.¬† This gives the non-development administrative user more control!¬†

SalesLogix v8.0 Web Forms Designer

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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