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May 18th, 2020 by Jessica Wert
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. 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.
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March 10th, 2016 by Janetta
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 ‘ALL’ 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 ‘ALL’ 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.
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February 9th, 2016 by Paul
We are having trouble with remote client changes making it “to/from” 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 “follow the TEF” 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 ‘Send changes’ 3. Have the remote create an account, let’s say ‘XYZ Corporation’ 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 ‘Send changes’ 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 – syncerrors.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. “We cannot solve our problems with the same level of thinking that created them” 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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December 23rd, 2015 by 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.
Let’s review more details below ( I have a few more details than above): My Standard Disclaimers apply. ==========================================
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.
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October 14th, 2014 by Teri Unger
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).
********** 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.
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.
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October 2nd, 2014 by Teri Unger
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:
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.
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January 31st, 2014 by Paul
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:
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:
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. “Searching is half the fun: life is much more manageable when thought of as a scavenger hunt as opposed to a surprise party.” 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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January 30th, 2014 by Janetta
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 – 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.
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November 29th, 2013 by Teri Unger
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.
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May 31st, 2013 by Janetta
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
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