SalesLogix Tips and Tricks

How to Complete a Manual SalesLogix Database Backup

July 5th, 2011 by Paul

In preparation for upgrade testing, backing up your database is a very important step. Here are the steps to manually back up your SalesLogix MS SQL Server 2005 database to disk (SQL Server Management Studio):

1. Start | All Programs | MS SQl Server 2005 | SQL Server Management Studio

2. After connecting to the appropriate instance of the Microsoft SQL Server Database Engine in Object Explorer, click the server name to expand the server tree

3. Expand databases and highlight the appropriate SalesLogix database

4. Right-click the database, point to Tasks, and click Back Up. The ‘Back Up Database – SalesLogix’ dialog box appears

5. In the Database list box, verify the database name

6. You can perform a database backup for any recovery model, but in our case select or confirm FULL in the list box

7. In the Backup type list box, select Full

8. For Backup component, click Database

9. Either accept the default backup set name suggested in the Name text box, or enter a different name for the backup set

10. Optionally, in the Description text box, enter a description of the backup set

11. Ignore the information about when the backup set will expire, unless it is needed for some reason. Note: To have the backup set expire on a specific date, click On and enter the date on which the set will expire

12. Choose the type of backup destination by clicking Disk

13. To remove a backup destination, select it and click Remove

14. To view or select the advanced options, click Options in the Select a Page pane

15. Select an Overwrite Media option, by clicking one of the following:

16. Select Add to provide a destination for saving the database backup location

17. In the Select Backup Destination screen, select the square icon with four dots at the end

18. MSQL will open the Locate Data Files Dialog screen to the default location for backups. Make sure you choose a location that is local to the server and has adequate space

19. In the File Name text box enter the name of the database backup, like SalesLogixBackup20110426.bak

20. Select OK

21. Select OK

22. In the upper left hand side, select the Options page

23. Confirm Overwrite is selected

24. In the Reliability section, optionally check: Verify backup when finished. Perform checksum before writing to media and continue on checksum error

25. Select the General page again

26. Select OK

27. The database will back up and go through a verify phase. After it is completed, you will see a dialog, Microsoft SQL Server Management Studio, with the message, ‘The backup of database ’saleslogix’ completed successfully.’

28. Select OK

You have successfully completed a manual backup of your SalesLogix database!

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

Comment on this Post

Tags: Sage SalesLogix database, Sage SalesLogix Deployment, Sage SalesLogix Implementation, SalesLogix Database Backups, SalesLogix Tips and Tricks
Posted in Enhancing Deployment, Managing Common Administrative Tasks | No Comments »

Using MS SQL for SalesLogix? A Collection of Helpful Links to Feature Pack Articles

March 29th, 2011 by Paul

I had this bright idea…. I could bring it all together in one blog. See my attempt below at gathering links to several helpful articles for MS SQL deployment to assist our SalesLogix customers. When deploying multiple servers, with an on premise deployment of SalesLogix, there is the need to ensure that the MS SQL Native Client is installed on the servers that are not the database server itself. Here are the links to download the appropriate and corresponding SQL Native client and the related tools of the feature pack.

First you need to identify the version of MS SQL Server that you are currently using. Here is a helpful article by Microsoft to help.

How to identify your SQL Server version and edition

http://support.microsoft.com/kb/321185

2. Find the webpage with the corresponding Microsoft SQL Server Feature Pack link

MS SQL Server 2005 Links

MS SQL Server 2005 SP3 Feature Pack Link – 9.00.4035

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=536fd7d5-013f-49bc-9fc7-77dede4bb075&displaylang=en

MS SQL Server 2005 SP2 Feature Pack Link – 9.00.3042

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=50B97994-8453-4998-8226-FA42EC403D17&displaylang=en

MS SQL Server 2005 SP1 Feature Pack Link – 9.00.1399

http://www.microsoft.com/downloads/en/details.aspx?familyid=d09c1d60-a13c-4479-9b91-9e8b9d835cdc&displaylang=en

MS SQL Server 2008 Links

Microsoft SQL Server 2008 Feature Pack – 10.00.1600.60

http://www.microsoft.com/downloads/en/details.aspx?FamilyId=228DE03F-3B5A-428A-923F-58A033D316E1&displaylang=en

Microsoft® SQL Server® 2008 R2 Feature Pack – 10.50.1600.1

http://www.microsoft.com/downloads/en/details.aspx?displaylang=en&FamilyID=ceb4346f-657f-4d28-83f5-aae0c5c83d52

3. Once the right page is found, you will need to scroll down the page to find the Microsoft SQL Server 2008 Native Client files.

Download the appropriate installation files for the bit edition of the client workstations (32 bit vs. 64 bit etc.) The download file will be named (sqlncli.msi) for 32 bit or (sqlncli_x64.msi) for 64 bit edition.

4. Lastly, copy the file(s) to a shared installation point on the network. A good tip is to place them in a well named folder and copy the link of the download URL as well.

I tend to create folder like ‘MS SQL SQL native client – 64 bit for MS SQL 2008 SP1′ so that when I come back to the folder later I will know what the folder means.

5. If you find that your version of MS SQL Server is not patched up, then you can take the time to plan to patch to the latest server pack that is on the compatibility list. When you do that, make sure that you review your backup plans and patch the client computer and other server computers that have client connectivity back to the server.

How to obtain the latest service pack for SQL Server 2008

http://support.microsoft.com/kb/968382

This little article will help you find the links that you need to keep your installations updated and SalesLogix running smoothly.

Upon the subject of education, not presuming to dictate any plan or system respecting it, I can only say that I view it as the most important subject which we as a people may be engaged in. That everyone may receive at least a moderate education appears to be an objective of vital importance.

Abraham Lincoln (1809 – 1865)

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

Comment on this Post

Tags: Administrators, CRM, Customer Relationship Management, Data Tips, MS SQL database, Sage SalesLogix Deployment, Sage SalesLogix Implementation, SalesLogix Tips and Tricks, Upgrade to Sage Saleslogix 7.5.2
Posted in Enhancing Deployment, Managing Common Administrative Tasks | No Comments »

SalesLogix Spring Cleaning – End User Tasks

February 28th, 2011 by Janetta

Spring is a great time to involve all your users in help cleaning up Sage SalesLogix. Let’s consider some basic cleaning tasks by major entity:

Accounts – Some key fields at the Account entity are Type, Subtype, Industry, and Status. Clean up your pick lists for each, lock down the pick lists for each, and create some administrative groups to push out to your users where these fields are blank. Be very specific about what fields are to be completed, the name of the Account Group, and give them a target date for completion. Along with the key fields above, you should also encourage general address, phone number, and web address information be completed and updated. Create some positive press on the project by sending out emails with updates on who has completed the tasks and/or what % of the tasks has been completed. Ex. 75% of our Accounts are complete!

Contacts – The key fields for Contacts are Status and email. Again, create the groups with missing information and set a timeline for completion.

Opportunities – The key fields for updating Opportunities are Status, Close Date, Probability, and Opportunity Value (which is done by making sure the products and pricing are current). If you are serious about using SalesLogix for forecasting these fields must be kept up to date and your users should be conditioned to update these fields on a regular basis.

Activities – Encourage users to update their scheduled Activities that are way out of date range. You could create groups for Activities 90 days old, 6 months old, and 12 months old then suggest they reconnect with these Prospects, etc.

When making a fire people like to join you, when cleaning the ashes you are often alone” African Proverb

Interested in more on this topic? - join us for the next Heartland SalesLogix Users Group

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

Comment on this Post

Tags: Administrators, CRM User Adoption, Data Tips, Sage SalesLogix, SalesLogix Tips and Tricks, SalesLogix Usage, SalesLogix Users Group
Posted in Improving Skills and Usage | No Comments »

SalesLogix LAN Quick Lookups Tips

December 23rd, 2010 by Janetta

There are so many ways to lookup information in Sage SalesLogix and I just want to point out a few of my favorite quick ways to find things while I am working.

1. I use the % wildcard to look things up quite often. This is very helpful when you don’t remember the exact spelling or you don’t remember the complete name of the company but you know one word. For example, if I lookup under Account using %green, I am going to get:

2. Another lookup that I use frequently is looking some one (Contact) up by first name. I use the Lookup>Contacts>First.

3. On any of the main screens, if the field caption raises up when you put your cursor on it, it is a lookup. For example, the Main (phone) caption will allow you to look up someone by phone number.

These are examples of one value simple Lookups. SalesLogix also has advanced Lookups (multiple value lookups) and a full query builder for creating more complex queries. I hope you learned at least one new quick tip to find Accounts and Contacts in SalesLogix.

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

Comment on this Post

Tags: End Users, SalesLogix LAN Lookups, SalesLogix Tips and Tricks, SalesLogix Usage
Posted in Reviewing Tips and Tricks | No Comments »

How to Move Contacts in Sage SalesLogix

November 8th, 2010 by Janetta

Sage SalesLogix v7.2 and higher has provided expanded flexibility in moving a Contact from one Account to another. This is useful if companies merge, a contact’s account name changes, or if a contact simply joins another company and you want to maintain a business relationship. Train your users how to use this feature and minimize duplicate Contact records in your database.

1. From the Contact detail or List View of the Contact you want to move select Edit > Move Contact to

2. Select an Account using the To Lookup edit control value (respresents where the Contact needs moved)

3. Click on the Move Options button to display the following options:

Option Descriptions

Copy Contact and Associate new Contact with original
Copies the Contact to a new account, leaving the original contact intact.

Move the Contact to the new Account
The contact is moved to the new account.

Use Address(es) and Phone(s) of new Account
Assigns the default phone numbers associated with the Account to the new Contact.

Keep original Address(es) and Phone(s)
Moves the Contact’s existing address(es) and phone number(s) to the new account.

Copy History related to Contact to new Account
Copies the history associated with the Contact and attaches it only to the Contact, not to the new account. (See Note above)

Copy Activities related to Contact to new Account
Copies all uncompleted activities associated with the Contact to the new Account.

Reassign open items to:
Specifies the Contact who will be responsible for open issues (Activities, Opportunities, and so on) previously assigned to the moved Contact.

When moving, reassign completed items to:
Specifies the Contact who will be associated with completed items (Activities, Opportunities, and so on) previously assigned to the moved Contact.

Click OK

*** Each Contact move may require different choices based on the unique Account relationship.

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

Comment on this Post

Tags: Sage SalesLogix Contacts, Sage SalesLogix training, Sage SalesLogix Usage Tips, SalesLogix, SalesLogix Tips and Tricks, SalesLogix Training
Posted in Improving Skills and Usage | No Comments »

Never underestimate the features of your SalesLogix Calendar!

October 26th, 2010 by Janetta

I was asked by a client for some help with all the calendar features in Sage SalesLogix. We use a format called Quick Cards (Qcards) to document business processes for training of Sage SalesLogix, so I thought I would share my work with everyone. Attached are two Qcards for the Sage SalesLogix Calendar. Download and distribute to your users. Call on us for Sage SalesLogix training help and check out our free monthly SalesLogix training webinars called “CRM in Session.”

SLX Calendar Qcard 2010-04

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

Comment on this Post

Tags: Sage SalesLogix, Sage SalesLogix training, SalesLogix Tips and Tricks, SalesLogix Training, SalesLogix Usage
Posted in Improving Skills and Usage, Spreading the News | No Comments »

Identifying triggers in a database

October 11th, 2010 by Jim

Have you ever had to come behind a co-worker and try and figure out what they may have done in a database? Looking at tables and fields is fairly easy, but what happens if they have been working on table/field triggers?

Here is a handy SQL statement that will allow you to see all the triggers that have been defined on any table in your database:

SELECT so2.[name] TableName, so1.[name] TriggerName,
CASE
WHEN so1.deltrig > 0 THEN ‘Delete’
WHEN so1.instrig > 0 THEN ‘Insert’
WHEN so1.updtrig > 0 THEN ‘Update’
END as ‘Trigger Type’
FROM sysobjects so1 inner JOIN sysobjects so2
ON so1.parent_obj = so2.[id]
WHERE so1.xtype = ‘TR’

This is a very simple statement, but may save you lots of time if you are searching for something someone else may have done.

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

1 Comment - Click here to join the Discussion!

Tags: Administrators, Database triggers, Database tuning, SalesLogix Tips and Tricks
Posted in Creating Customizations, Spreading the News | 1 Comment »

SalesLogix Group Copy is your friend

September 22nd, 2010 by Jim

As a SalesLogix Administrator, have you ever had a user come up to you and say…. “I accidentally deleted one of my Accounts.”? I am sure this has happened to most of you at one point in your SalesLogix career. When this happens, you have a couple of options. You can go back and restore a copy of your database from the most recent backup, but how do you just get the deleted account and not have to restore the full database? SalesLogix offers you a little known, but very powerful tool to allow you to recover just the missing Account and any record related to the Account like Contacts, Opportunities, History items, Activities, etc…. It is called GroupCopy. As the name implies, it copies a group of records from one database to another. It is also Sync aware, which means that the record will get sent to all of your remote users without you having to do any additional work. So, if you have the deleted Account in another database, all is not lost.

There is a bit of work that needs to happen before you begin your restoration project. You will need to restore the backup of your database to a new/separate database than your PRODUCTION database, very similar to creating a TEST database environment, the only real difference is this copy is only temporary until you get the deleted record restored. Once the database is restored, you will need to create an entry in Connection Manager for the database and a DataLink connection for the database in SalesLogix Client application. You will also need to create a group in the SalesLogix Client that contains the record you want to restore. This group can be restricted to only include a single record or expanded to include a selection of records that you choose. For naming the group, make it something that you will easily remember like ‘Account Fix List’, ‘Fix Listing’, or something similar. That is all the prework that you need to do.

Located in the SalesLogix installation folder under Program Files is an executable called ‘GroupCopy.exe’. When you run this executable, you are initially prompted to enter connectivity information to the Target database.

This is the database where you want your restored record to end up. The next dialog box you are presented with allows you to select the Source database to connect to.

This is the database where the deleted record resides. The next dialog box that displays, on the first tab, allows you to select the User that you created the group under and the group name itself, along with how often to commit records to the database and whether or not to show the details as the process is running.

The second tab allows you to set any conflict resolution that may need to occur.

The default settings for the information contained on this tab are usually sufficient.

Once you have your settings on both tabs correct, you are ready to Test the copy. Clicking the ‘Test’ button runs the copy, running the necessary steps to copy the deleted record from the Source database to the Target database, and then rolling back the transactions. After you have tested the copy, click the ‘Go’ button to run the actual copy job. The end result will be your record that was deleted being restored to your PRODUCTION database.

As with everything, there are always a few caveats. The first is you will lose any changes/updates that were performed by anyone to this record you are restoring after the last database backup was taken. The next is that some of the record creation dates come over as the date the Group Copy was ran and not the actual creation date of the record (this is typically a minor issue and only happens in very isolated situations on stand-alone tables).

In conclusion, Group Copy is a very powerful tool that has a specific application in the SalesLogix world. It has proven to be a lifesaver at our clients when the words …. “I accidently deleted one of my Accounts.” is spoken by a user.

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

1 Comment - Click here to join the Discussion!

Tags: Administrators, Data Tips, Sage SalesLogix, SalesLogix Tips and Tricks
Posted in Managing Common Administrative Tasks, Reviewing Tips and Tricks | 1 Comment »

Tips for Faster Resolutions from our CRM service team

September 13th, 2010 by Paul

Help us help you – suggestions sending information to our support team

Opening any e-mail with the subject line, Call me quick! is always an interesting way to start my morning. The e-mail continued to be very vague, I am getting an error in SalesLogix that I can’t seem to fix. I tried calling this regular client right back and no answer. I left a voice mail expressing my willingness to help. This exchange happened two more times with another e-mail with no more information than the first one and another returned call by me to gather more information. Everyone prefers to communicate in different ways but when it comes to technical troubleshooting nothing replaces the “specifics” needed to narrow down to work on the issue.

Some suggestions to speed up the initial contact:

Pre-Contact Simplesoft Procedures

- Check FAQ/Knowledge Base for any known issues or resolutions, provided you have access

- Check Google/Bing and the Sage SalesLogix community site etc.

- Contact your first level support and try narrowing the issues down

Testing suggestions: Try Same user on a different computer, try with different user using same computer to provide scope of the issue. Is it user or computer related? Make sure the client has the same software version as the rest of the clients.

- Have your history of steps and diagnosis information ready

Contacting Simplesoft Procedures

- Contact your Simplesoft Consultant via email using the general e-mail inbox. Note: It is fine by us to designate an analyst by name. But if they are not available someone will be able to respond and let you know.

- Provide us with a easy to read subject line like Customer name – Area of product with issue and short description

Ex. Simplesoft – Remote Client – Missing Send SLX Icon – Month/Year

- We will establish a ticket # and work to provide a resolution

Some suggestions on what to provide us:

Providing our Analysts with screen shots of any errors encountered will help us understand and replicate your issues.

You can also help us by capturing the IMAGE of the error message.

Make sure the error message or dialog box has the focus or is highlighted.
Hold the ALT key and press the Print screen key (Prt Sc). This will capture the image of the error message to the Windows Clipboard to be pasted into the document.
Open Word or WordPad (found in Accessories) and create a new document.
Select the Edit, Paste or Paste Special menu or press CTRL + v keys on the keyboard.

You can also help us by capturing the TEXT of the error message.

Make sure the error message or dialog box has the focus or is highlighted.
Press CTRL + c keys on the keyboard.
Tab down in the Open document and Select the Edit, Paste or Paste Special menu or press CTRL + v keys on the keyboard.

This will place the text of the error message into the message body and will assist us searching for the error. This works for most error messages, but not all of them. It is quite helpful to us if this can be captured.

Try not to send us a video of the issue as it makes the e-mail too large etc.

In the same document or in the Simplesoft Support e-mail, capture the additional information listed below:

Who: Your name, phone number, and e-mail address

When: The date and time the error occurred

What: What you were trying to do

How: The steps you took when the error occurred

Applications: The other applications that were open when the error occurred

Installations: List any recent software installations or system configurations changes

System Information: System RAM and Processor, Operating system and service packs, Free Drive Space, SalesLogix Version and type, Client Type, Office Suite Version, Virus software, Connectivity, and Browser version

Save the document and e-mail it to our general support e-mail inbox. We will contact you to confirm receipt of this information.

The more complete the information that you capture and provide us, the easier it is for us to reproduce and resolve the issue quicker.

In most cases, Simplesoft Solutions is providing 2^nd line support for Sage SalesLogix to our clients. Most clients have internal 1^st line support assigned to Sage SalesLogix and we are backing that team up. The Simplesoft Support Team will go through the necessary steps to determine if the issue is something only affecting a single machine, something affecting multiple machines, or is a defect in programming. Once the issue is narrowed down to be an environmental issue, configuration issue, or system issue, we will work to resolve it. Simplesoft Support will try to find an effective work around to keep the system running while trying to fix the root cause of the issue, document the issue as a defect, and/or schedule a fix into the next release depending on the severity of the issue. If the issue can not be resolved by us, then we work with Sage and make every effort to assist them in correcting the issue.

We look forward to servicing and supporting you when the opportunity occurs!

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 (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

Comment on this Post

Tags: Administrators, CRM, Customer Relationship Management, Sage SalesLogix, SalesLogix Tips and Tricks
Posted in Managing Common Administrative Tasks | No Comments »

Spell Check Notes in Sage SalesLogix Lan – Watch How!

September 7th, 2010 by Janetta

It is easy to spell check your notes in Sage SalesLogix Activities and Tickets by right clicking and choosing Spell Check. Watch the demonstration below by clicking into the screenshot.