Company -> Blog...

May 18th, 2020 by

Do you ever look at your Accounts or Contacts list in CRM and feel overwhelmed? Fear not…here’s the scoop on filters in the Infor CloudSuite CRM Web Client!

Filters are a quick and easy way to pull data within your different groups. Filters are located on the right side of your screen when you are in list view. The filters that show will depend on what table you’re in and how the group is set up. Example: If you want to filter your Accounts by State, then State has to be in your group layout.¬† Quickly sort through thousands of records by clicking different filters options. You can also save the filtered look up as a group. Let’s say you need to send an announcement to customer’s in TX only. Quickly filter your contact list by the state of TX. Then select, “Save Records as Group” and give it a name. Now you’re ready to send the eblast. You can also export the data from the filtered look up to excel for use outside of the CRM.One thing to remember is to clear your filters. If you close out of the CRM and reopen later your filters will still be in place. You can either clear one filter under it’s header where it says “clear”. Or at the top of the filter section you can chose “Clear All”. That will reset the group you are viewing. As you can see in the picture above, at the top it will tell you how many filters are in place.

Your filters can be edited by clicking “Edit Filters”. This allows you to show which filters you will use regularly. You can edit the main Filters or you can even edit the selections that populate under them. Customized filters can also be created to meet your needs. With a quick and simple training you would have the ability to create more filters.

Want to learn more about effectively using your Infor CRM? Reach out to one of our certified Infor CRM trainers at support@simplesoft.net¬†¬†Don’t miss an update, subscribe to our blog.



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CloudSuite CRM (formerly Saleslogix). We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

 

Comments Off on Web Client Filters Make the Difference!


 

 

March 10th, 2016 by

Teri Unger will be conducting quarterly web training sessions for Infor CRM Technical Administrators called Tips, Tricks, and Tools. This blog article chronicles one of her tips from the February session. She created this summary, Teri’s Tips,Trick, and Tools – February Session for your reference. Plan to attend the May session by registering here.

TIP: Default Groups

Applies to: New or existing users

Platform: Web/LAN

Benefit: All detail pages (entities) in LAN or WEB build based on a group.  When entities have defined groups that are SMALLER in record count this significantly decreases the page load speed since a smaller set of records has to be loaded before the page can display.

Notes: Always set the groups to a smaller set, like a MY group or latest.¬† The ‚ÄėALL‚Äô groups should be avoided.

The main considerations for most users will be Account, Contact, Opportunity, Lead, and Ticket.

All users, including admin, should have entity groups defined.

Users can set their own in Tools > Options > Lookups & Groups. Admin can set groups in the Administrator program under each user profile.

LAN user:

WEB user:

Caveat: web users MUST set their own default groups as it is stored in a web configuration file within the web client.¬† This means that the settings are LOGGED-IN user specific. Notice that the default for a new user comes in with the ‚ÄėALL‚Äô group selected.¬† This NEEDS to be changed!

ADMINISTRATOR user profile:

Open a user profile > Client Settings tab

These settings ONLY apply to a LAN user.

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.

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

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

Comments Off on Infor CRM Tips,Tricks, and Tools from Teri – Setting Default Groups


 

 

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.

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

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

Comments Off on How to Follow a TEF for Synchronization Review


 

 

December 23rd, 2015 by

Dear Paul,

Its seems our indexupdates table is growing.  What can be done?

Although this is an older issue and now corrected, you should still monitor the table to make sure that the indexupdates table is cleaning up after itself.

There are a few short steps for the potential resolution (the steps can be time consuming but they are not difficult) with SpeedSearch rebuilding.  I have some standard disclaimers because Speedsearch is very heavy on the Disk I/O and needs to be performed off hours when users are not on the system.  The steps below are easy but could take a long time to run depending on the amount of records in the database especially the history table.

  • First, backup your production Saleslogix database.
  • Second, truncate your indexupdates table.
  • Third, rebuild the indexes.
  • Fourth, test the results.
  • Lastly, communicate the results of the work.

Let’s review more details below ( I have a few more details than above):

My Standard Disclaimers apply.

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

  1. Kick off the users.
  2. Perform work off hours.
  3. Back up your database with verify options.
  4. Run the truncate table command on the indexupdates table.

Open up SQL Query analyzer, change the <Saleslogix Database Name>; to the name of your saleslogix database name and remove the <> characters and verify the following.  The Infor CRM (Saleslogix) kb article had the table name singular, but I believe it is plural, so correct me if I am wrong.

USE <Saleslogix Database Name>;

GO

SELECT COUNT(*) AS BeforeTruncateCount FROM sysdba.indexupdates;

GO

TRUNCATE TABLE sysdba.indexupdates;

GO

SELECT COUNT(*) AS AfterTruncateCount FROM sysdba.indexupdates;

5. Stop the speedsearch service

6. Go to the Saleslogix Speedsearch folder with the Speedsearch indexes

Go to the SpeedSearch share folder as noted in the SpeedSearch configuration

7. Remove /backup the contents of each folder  (Note: not the folders themselves)

8. Start the Saleslogix speedsearch service

9. Login to the administrator as admin user

From the menu, Manage SpeedSearch Configurations

Schedule tab

Rebuild all the Full indexes

Rebuild all the incremental indexes  (this could take a while)

10. Test the results in the Saleslogix client/Web client or using SpeedSearch client in the network client.

11. Communicate the test results back to operations as needed.

Going forward it is good practice to review and optimize the Speedsearch index schedules to confirm they are running at staggered times. E.g. not all running at 12:00 AM, 6:00 AM which is not optimal, but is the typical default.  You may also have indexes running for areas that are not being used as well.  Speedsearch is a great tool and works well, but needs to be monitored and optimized.

Be sure you put your feet in the right place, then stand firm.

– Abraham Lincoln

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.

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

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

Comments Off on Saleslogix Speedsearch Truncate the IndexUpdates Table


 

 

October 14th, 2014 by

Infor has released updates for Saleslogix v8.1.0. This update addresses reported defects and should be evaluated for application to your environment.

SNC Update 03b for Saleslogix v8.1.0 and Web Core Update 03b for Saleslogix v8.1.0.

The summary of each are listed below:

SNC Update 03b for Saleslogix v8.1.0

This Saleslogix v8.1.0 SNC Update 03b is cumulative, it contains fixes released in previous updates (SNC 01, 02, 03).

Defect Description
14096773:
In the Architect adding a function with an argument to the standard toolbar returns an error.

**********

Web Core Update 03b for Saleslogix v8.1.0

This Core update is cumulative, so Web Core Update 03b for Saleslogix 8.1.0 contains fixes released in previous updates (Web Core 01,02,03).

Prerequisite: SNC Update 03b is required to have been applied to the environment prior to applying Web Core update 03b to your system.  Please be sure to read the documentation thoroughly if you plan to apply these updates to your system.

Defect Description
14096847:
No records found” message when performing a lookup from the Saleslogix Dashboard. This is also true when performing a lookup from Activities and¬†Reports.
14096771: Unable to bundle support files after applying 8.1 Web Core Update 03.
14096764:
Unable to edit Adjusted Price in the Opportunity Products tab grid after applying 8.1 SNC Update 03 and Core Update 03.

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 your version of Saleslogix.

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.

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

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

Comments Off on Infor CRM releases updates for Saleslogix v8.1.0


 

 

October 2nd, 2014 by

Infor CRM has released Web Model update 03 for Saleslogix v8.1.0. This update addresses reported defects and should be evaluated for application to your environment.

Web Model Update 03 for Saleslogix v8.1.0

Web Model updates are cumulative, so Web Model Update 03 for Saleslogix 8.1 contains fixes released in previous updates (Web Model 01, 02).

Prerequisite: Web Core Update 03 is required to have been applied to the environment prior to applying Web Model update 03 to your system.  Please be sure to read the documentation thoroughly if you plan to apply these updates to your system as the Model updates can impact customizations.

The summary of the fixes are listed below:

Defect Description
14095663: When exporting a group that contains a User ID some fields cannot be exported.
14095681: Two instances of “Saleslogix” in the slxotl32.dll need to be rebranded.
14095690: Recording to history using the Desktop Manager generates a second instance of the record to history
14095707: Clicking SendSLX to send an e-mail message and changing the contact in the Complete E-mail screen does not associate the history to the associated account.
14095725: Clicking SendSLX on a system that is logged in using a Microsoft Live ID opens a second instance of Desktop Manager.
14095727: If the Account Partner picklist does not have a Reseller code picklist item, then an error message displays stating the picklist does not exist.
14095729: All SlxDesktopIntegrationsSetup.exe pieces must use the correct copyright spelling of SalesLogix.
14095732: The Saleslogix icon is missing from the task bar for all DesktopManager dialogs.
14095765: Export to File does not export all columns.
14095786: When replying to an e-mail in Outlook 2013, the edit in place ribbon does not have options for SendSLX, VCards, or Saleslogix Library. The options are only available in an e-mail message if the Pop Out button is clicked.
14095787: Utilize the ability to enable or disable Integration Contact sync, Activity sync, or Task Sync independently.
14095849: In a German localized environment, the “Setting Outlook Sync Connector Sync Options” help topic needs to reflect most recent label changes.
14095894: The Run sync between dates options on the Integration Detail view should be disabled for Google sync.
14095977: In a German localized environment, the German translation for the English word ‘History’ in the Outlook sync options is incorrect.
14095988: Export to File from the Opportunities list view results in blank column with header and data displayed in adjoining column.
14096003: In a French localized environment, some translations in the Schedule an Activity views are incorrect.
14096014: Uninstalling the Saleslogix Desktop Manager does not remove the Saleslogix Mail Extension Add-In (SLMN.dll) from Outlook.
14096015: Outlook sync synchronizes activities that are older than the date specified in the ‚ÄúOn first sync, link appointments newer than‚ÄĚ option in the Outlook Saleslogix Connector Options Sync tab.
14096016: Updating a single occurrence of an activity in Outlook causes Outlook sync to create duplicate meetings in Saleslogix.
14096052: The Saleslogix Connector Options Sync tab in Outlooks ‚ÄúOn first sync, link appointments newer than‚ÄĚ and ‚ÄúOn first sync, link tasks newer than‚ÄĚ and option in should not allow users to select a future date.
14096053: When a load balancer is in use exporting to file one creates a file with no data.
14096101: In a German localized environment the Record to History button tooltip in Outlook is incorrect.
14096103: Update the Outlook Sync Options topic to add more information about the “On first sync” option.
14096122: In a German localized environment the use of “Schnellaktionen” should be changed to “Express-Optionen”
14096123: In a German localized environment the Dashboards widgets have incorrect translations.
14096142: In a French localized environment the Dashboards widgets have incorrect translations
14096229: For localized environments implement new .resx resource files.
14096305: The Web Client and Customer Portal help “Tell us…” link uses an old address.
14096307: Performing a mail merge with a single Opportunity selected does not perform the merge with the selected opportunity.
14096324: On the Sales Order Detail view, copy to e-mail does not function.
14096427: In a Russian environment the Saleslogix Connector views in Outlook require translation changes.
14096471: In the Web Client Help in the Job Manager List View topic, the link to the Definitions tab is broken.
14096477: The Security Manager List view help button link is broken.
14096502: The Desktop Integration install should check to see if Microsoft Office and Outlook are installed and limit the install choices of Office Integration and Outlook integration based upon what is installed.

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 your version of Saleslogix.

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.

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

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

Comments Off on Saleslogix v8.1.0 Web Model 03 Update Released


 

 

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.

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

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

Comments Off on Gone Wild with Searches In Act and Saleslogix


 

 

January 30th, 2014 by

2014 is shaping up to be an exciting year for all of us at Simplesoft Solutions, Inc.  We are entering our 20th year in business and plan to celebrate throughout the year.  Many things have changed, but the important things have remained the same.  Don Menrisky and Tom Steines started Simplesoft Solutions, Inc.  in 1994, creating custom software for sales quoting automation and bar code labeling solutions.  Clients such as NCR Corporation, Merck, and Henkel started as bar code labeling solution customers and still rely today on Simplesoft Solutions for consulting services in this area.  In the last 15 years, however, CRM has been our primary focus at Simplesoft Solutions and accounts for nearly 99% of our revenue.  The one factor that has not changed is our attention to building long-term relationships, which is evident by the almost 20 year relationship with numerous customers.

Simplesoft became a business partner for Saleslogix in 2001 and has remained a loyal partner to Saleslogix, and Saleslogix only, for all of those years.  In 2013 we added the Act! product line when both Saleslogix and Act! were acquired by Swiftpage with the sale from Sage.  Saleslogix has changed ownership a few times during our tenure as a business partner, but again, we have remained steadfast with a solution that our development team feels is the strongest and most flexible CRM platform on the market.  We have consultants who have worked with Saleslogix since it’s beta version days and our depth of knowledge with the solution has gained us recognition among our customers, peers, and with Saleslogix.  Mainly, our knowledge of Saleslogix has gained us long-term customers such as Mike Albert Leasing, Worthington Industries, and Meridian Bioscience, just to name a few.  We are proud to be thriving today and having made it through recent lean years, such as 2008-2009, which saw thousands of small businesses fail.

Many things have changed over the  years, growing from 2 employees in 1994 to 14 full-time employees in 2014.  We started with a single rented office in Miami Township, OH, to a brand new office opened in 2008 at 550 N. Main Street in Springboro, OH, with land to expand and build a larger office building as we continue to grow. Our employees’ families have grown with new children and grandchildren and we have shared the burden of family losses.  We have grown the number of consultants who are certified on Saleslogix every year. We have also expanded our value-added services to our clients, which now includes, in 2014, free monthly web training solutions and quarterly Heartland Saleslogix Users Group training and events.  Our client base has grown and our annual license count continues to increase because of the one goal that does not change, which is to build long-term relationships with clients by helping them grow their business.

We are here to help you get more out of Saleslogix and make sure Saleslogix is effective in growing your business.¬† Let us know how we can help because we will still be here next year, and the year after that, and the year after that.¬† Come celebrate with us ‚Äď here is to the next twenty years!

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

Comments Off on Simplesoft Solutions Celebrating 20 Years in 2014


 

 

November 29th, 2013 by

With amount of information each of us encounter on a daily basis, the last thing anyone needs is more information to dig through. So, have you ever wondered if there was a way to limit the extra emails being logged in the history tabs for your own employees? (This does not affect the drag and drop functionality) Follow this process, and you will be well on your way to reducing the volume of emails you have to dig through.

Step 1: Log on to the Administer.

Step 2: Click on the TOOLS menu, and then OPTIONS.

Step 3: Once a window pops up with multiple tabs on it, select the OUTLOOK tab.

Step 4: Check the checkbox, (if unchecked,) for ‘Activate Advanced Outlook Integration’ and 3 buttons will become active at the bottom: ¬†‘Add’, ‘Edit’, and ‘Delete’.

Step 5: Click the ‘Add’ button and enter the domain address for your company (like simplesoft.net for us).

Step 6: Click OK, then remove the check box for ‘Activate Advanced Outlook Integration’.

Step 7: Click ‘OK’ and close Administrator.

Now when anyone copies several internal people, while sending customers email, the emails will only be saved on the actual contact/account to whom it is directed.

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

Comments Off on Excluding Internal User Emails from Saleslogix History


 

 

May 31st, 2013 by

The saleslog!x partner community has gotten a peek at a new look for saleslog!x.¬† We have not been given the official logo, ¬†but we are seeing the SalesLogix name now read “saleslog!x.”¬† We are grateful for “add to dictionary” feature so we can get it right even when our fingers are programmed to something different.¬† We believe the out of the box¬†name is indicative of things to come.¬† Swiftpage is also¬†releasing a new partner and customer portal next week .¬† As detailed in this saleslog!x community article, our saleslog!x customer support contacts will be receiving an email communication from Swiftpage.

 

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

Comments Off on Sneak Peek at New saleslog!x Branding


 

 

 


scroll up

Hit Counter by technology news