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May 3rd, 2016 by

Dear Paul,

We have a newly installed user that cannot log into the Saleslogix client. The user is receiving the following error:

Exception ETimeZoneError:

The time zone has not been defined for user U6UJ9A0000XX

Exception location:

[006892BE]{Saleslogix.exe} IsBrandingEnabled

This is a Windows LAN client using v8.1. Can you help us with this error?

Certainly, we can help. After some research, the problem seems to be a missing value in the user profile entry for the timezone column. I am not confident how the setting came to be without a value, but here is what we did to correct the issue.

1. Diagnose the issue.

First review the login process on the client machine and confirm the login issue.

2. Review the problem area.

Second, review the Userinfo table to examine the user record. The SQL below is as-is and may need to be adopted by a person with knowledge of how to run and correct the data use SQL statements:

– Select * from Userinfo

– Next, review the user profile record noted from the error and review the timezone column

– Select * from Userinfo where userid = ‘U6UJ9A0000AB’¬†— change to a known value

3. Identify the resolution steps.

Identify the possible timezone value from the other working users.

– Select distinct timezone from Userinfo

4. Implement the resolution.

UDPATE USERINFO set Timezone = ‘Eastern Standard Time’ where userid = ‘U6UJ9A0000AB’

Change Timezone value and userid value to known and correct values.

5. Confirm the result with the end user.

Meet with the user and make sure that they can now login.

6. What else can be corrected?

Check other possible users for missing timezone values and correct as needed.

– Select * from Userinfo where timezone is null

This following statement will set all NULL timezone values in the userprofiles to one Value, make sure it defined correctly or update one Userinfo record at a time as described above.

– Update Userinfo set timezone = ‘Central Standard Time’ where timezone is null

7. How can the problem be prevented or avoided.

If the timezone value is not set for a user profile then the Network (LAN) client will potentially have problems logging in. These steps will help correct the issue. We did not come to a root cause of the issue, but if it becomes problematic, a KnowledgeSync event or database trigger can be setup to mitigate the issue for the future.  We are here to help!

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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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.

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

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February 18th, 2016 by

Dear Paul,

I understand synchronization is not a predominate deployment method for Infor CRM today, but our company still uses it. I am a new administrator and I wondered if you can provide an overview of synchronization? Can you also show me how to  tell the last time a user synchronized?

Yes of Course. Sync in general is a topic that takes quite a while to explain, and even more time to fully understand, so I will try my best to be thorough but concise. From an end user’s perspective, it is easy and that is the most important part.¬† In the Administrator, there are 2 dates that will be pertinent to the remote users. They are the ‚ÄėLast Send Date‚Äô and ‚ÄėLast Apply Date‚Äô. The ‚ÄėLast Send Date‚Äô is the last time the Sync Server sent files to the remote user. For the most part, this date should be fairly regular as files are sent to the remotes every sync cycle during the work day, depending on how this is configured. TEF files are sent to most (if not all) users when changes are made. The ‚ÄėLast Apply Date‚Äô is when the remote user sends files back to the HOST database. This date can vary more widely as it only gets updated when the remote user has files (made changes) to apply.¬† If the remote users are working inside of Saleslogix and syncing regularly, this date should be within the last few days.

There are a couple of tools that we have in place to automatically monitor the Sync Service that we¬† have modified from a partner¬†source. Notably a Windows Script that works well with Exchange server. There is a built-in Saleslogix tool called ‚ÄėSync Monitor Console‚Äô that you can open and view the status of the Sync process.¬† Let me start out with the built in tool.

1.¬†¬†¬†¬† The ‚ÄėSync Monitor‚Äô provides you with a GUI interface to see what the Sync Service is doing, and the date/time of the ¬†next scheduled¬†process job¬†along with historical jobs. It provides you with the window to make sure things are moving correctly. It is more of “pull” the status type of tool or specifically where you need to open the tool to check the status.¬† It is a good tool, but more reactive.

2.¬†¬†¬†¬† Simplesoft has built a couple of tools that allow you to monitor the Sync Service a bit more closely than just opening up a GUI interface.¬† Our tools are sent¬†by e-mail and come to you as a “push”. The first tool we have is our ‚ÄúSync Report‚Äô which provides you an e-mail on a scheduled basis telling you which users are syncing (and which are not) along with some vital information about the health of your Sync Server. I have attached a screen shot of ours from this morning.

Additionally, we have developed ¬†a scheduled job that has thresholds built in to allow you to tell when the Sync Service has stopped. I don‚Äôt have an example of that one to share, but it fires off an e-mail basically telling you ¬†‚ÄėThe Sync Server has not sent files in X period of time‚Äô. Both of our tools are built off the database tables used for the sync process and are set up through a Windows task scheduler and sends e-mail alerts. We recommend using a distribution group for the e-mail.

With the tools mentioned above, an Administrator can tell fairly quickly when there is an issue with the processes that run the synchronization engine. When  the operational  monitoring tools are put into place, corrections can be made before it becomes a bigger issue. You would then be working in proactive mode more rather than reactive mode.

We can help you to configure the Administrator to review the dates a little better by turning columns ‚Äúon‚ÄĚ for visual review. We can also help you implement the monitoring tools to see the process via e-mail.

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 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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January 18th, 2016 by

Dear Paul,

Is there a practical way to use active directory for creating user profiles in Infor CRM (Saleslogix) for my on-premise deployment?

Absolutely, thanks for asking!  Remember you can always reference the Help files, but please find the step-by-step instructions below.

Overview

The ability to login and use Infor CRM is determined by user profile in the Web Client.¬† There are additional actions that are determined by roles. You can create any number of users to Infor CRM if you have at least one concurrent license type added.¬† Typical users are setup with a Network license type.¬† With an ‚Äúon premise‚ÄĚ deployment, the most effective way to create a user profile is using the LAN Administrator and using the Windows import option using a template at the same time.¬† This allows the employee information to come from Windows AD settings and the rest of the tabs are set by a template setting.¬† Lastly, add the appropriate role to the user profile in the web client.

Scenario

One of the best practices for settings up users is to setup the user via the LAN Administrator. In this how-to document we will outline the steps to create a user profile to provide individuals who should have access to Infor CRM the access they need to get started.

Assumptions:  Windows Active directory users are accessible with employee information, licenses are available, template is setup, and administrative login credentials are available to the Administrator and Web client.

Overview Steps

Use the following steps to complete the setup confirmation:

  • Login to the server with the LAN Administrator.
  • Create the new user or users.
  • Confirm the tab settings.
  • Login to the Web Client.
  • Add Standard User role to user profile.
  • Test the user Access.
  • Share the results to the end user(s).

Detail Steps

Login to the server with the LAN Administrator.

  1. Connect RDP to the server with the LAN administrator installed.
  2. Login to the Administrator as admin user.

Create the new user or users.

  1. Select the Users icon on the right navigation.
  2. From the menu, Insert | Import Users -> From Windows…
  3. In the Search For area, type the name for setup
  4. Select the user Type option
  5. Select the template
  6. Uncheck Use Windows Authentication
  7. Select Create user(s) icon
  8. Choose OK

Confirm the tab settings.

  1. In the list of users, double click the user profile
  2. Select the Client System tab
  3. Confirm the Default Owner settings.
  4. Review the employee settings.

Login to the Web Client.

  1. Open Firefox and go to the URL of the web client.
  2. Login as the admin user.

Add Standard User role to user profile.

  1. Select administration.
  2. Select Roles.
  3. Select Standard User role.
  4. Select the ‚Äė+‚Äô icon to search for new user profile added.
  5. Add the new users to the Standard User roles.
  6. Select the Save icon to confirm the changes are saved.

Test the user Access.

  1. Login as the newly created user.
  2. Confirm the access to the menus and buttons on detail screens.
  3. Select Sales on the navigation.
  4. Confirm items include (Accounts, Contacts, Leads etc.) to confirm the typical Standard user access.

Share the results to the end user(s).

  1. Communicate to the end users and let them know that they have the ability to login and perform their routine sales, marketing, and support actions.

This is the best practice to create a standard user for a situation in which the business administrator has access to both the LAN Administrator and the web administrator access for setting up new users.  Additional considerations may need to be factored for custom configurations or differences in versions/releases over time.

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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October 14th, 2015 by

Are you getting this popup error every time you start your computer or Outlook?

“Could not process SendSlx Message:
Unable to connect to the remote server
Inner exception:
Unable to connect to the remote server…” ¬†Blah blah blah

Irritating error with a VERY simple fix!

On your computer navigate to c:\users\(your username)\appdata\roaming\saleslogix\outlook\tempmaildir
(Not sure how to get there?  See below for detailed steps.)

You will see two folders here:  EML and MSG.

What to do now that you have located the folders…

Remove ANY and ALL files within these folders.  They are only meant to temporarily hold the message as you send it in Outlook and any left there will continue to try to record to Infor CRM (Saleslogix).

You have just eliminated the error.  Note: if you get a failed SendSlx email message in the future it will save the file in this location, so save this set of instructions in case it happens again.  The failed SendSlx error can be a result of a temporary outage of your Infor CRM (Saleslogix) database, corrupt data, or internet disconnect.

Here’s how to get there, the details…

Open a Windows Explorer Window
Double-Click on¬†‘Local Disk: (C:)’¬†in the left navigation tree view
Double-Click on¬†‘Users’
Double-Click on ‘your name’
Double-Click on ‘AppData’
or if AppData is not showing then Click on the address bar at the top of the window and add ‘\appdata’ to the end of ‘c:\users\(your username)’
Double-Click on ‘Roaming’
Double-Click on ‘Saleslogix’
Double-Click on ‘Outlook’
Double-Click on ‘TempMailDir’

You should now see the two folders and can complete the steps above.

If you have any questions on this or any other issue, or would like assistance with this process, don’t hesitate to contact us.

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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December 11th, 2014 by

Back in 2010 I wrote an article on Data Management for the Sage Saleslogix community site.  The site changed to Saleslogix community under the hands of Swiftpage and now the portal has moved to be a private community.  I thought it was an appropriate time to repost under our Simplesoft blog to keep the information alive for those who have referenced it or linked to it. 

Nine Practical Strategies for Data Management  

Data quality is one of the core pillars for Customer Relationship Manage­ment (CRM) success. It does not take long to realize when using a CRM tool, like Infor CRM, that the need for data quality management is paramount. The grueling pains of poor data management can range from the costs of inaccurate printing and re­turned mailings to the subtle troubles of us­ers not trusting the data like they should. The effectiveness of customer facing operations (sales, marketing, and support) depends on having clean data. Think of the implications of marketing to customers using inaccurate data and sending them a prospecting letter (maybe you have lived it). The costly mistakes speak for themselves. 

Research studies from the Data Warehous¬≠ing Institute suggest it only takes about four and a half years for a database to become ninety-eight percent ‚Äúbad‚ÄĚ if data is not man¬≠aged properly, and regularly. On-going T.L.C (Tender Loving Care) will keep the data constant, but changes that occur with records when customers move, marry, divorce, pass away, go out of business, etc., render them obsolete quickly. Users can become skeptical of the data and resort to deploying their own data repositories. Of course, no one plans to use a tool where the data is outdated and not trusted. So, what can an Infor CRM¬†Administrator or Data Steward do to ensure high quality data? ¬†

Strategies for Data Success  

First, establish the processes and tools to prevent inaccuracies.  

Tip: We have found it helpful to develop a document to define user policies and pro­cedures to establish data standards. Define the policies and procedures for managing change early before the system is deployed and communicate those policies to the end users of the system.  

Clean up existing data inaccuracies (if they exist).  

Our customers find it helpful to use a data survey checklist that helps you think about areas of review. 

Review critical data suppliers and entry points. Insist they provide accurate and current data. 

Especially important before importing data with G.I.G.O. (Garbage In, Garbage Out) in mind. 

Build in data accuracy by enforcing re­quired fields and pick lists. Also, use script­ing to enforce business rules whenever possible. 

Tip: Focus on the most important data first, especially for mailing and reporting. I am sure you have observed a state field with OH, Oh., OH., Ohio, OH-IO and other variations. This scenario can be easily prevented.  

Don’t be seduced by the promise of CRM data cleanup tools without a plan for pre­vention, too. There is no substitute for pre­venting errors at the source. 

Tip: You can enforce both clean up and pre­vention at the same time with QGate’s Pari­bus and PowerEntry utility.  

Select specific software tools to solve spe­cific problems rather than general tools for general problems. The Groups features is an easy-to-use built-in tool in Infor CRM. 

Tip: There are many built in tools and meth­ods to manage data so spend the time or work with your channel partner to learn them all.  

Assign a data steward (or trustee) to be responsible for each data element (Con­tacts, Accounts, pricing information, etc.). 

Typically, this role is the business process administrator; whereas the power user role manages the data and both should have strong execu­tive support. 

Establish a process through which the accuracy and quality of data in all sys­tems can be reviewed and assured on a reoccurring basis. Schedule regular tasks to review and clean up data, such as on a weekly or monthly basis. The data stew­ard/administrator should be held ac­countable for completing those tasks. 

In the case of multiple systems using the same data, identify a system of ‚Äúofficial record‚ÄĚ. That is, a system in which data will originate and ‚Äúfeed‚ÄĚ other systems that re¬≠quire the data (accounting and sales inte¬≠gration come to mind).¬†

Identify Data Quality Issues in Infor CRM  

Infor CRM administrators can create ad­ministrative Account / Contact / Opportunity Groups for various data segmentation such as missing required fields, duplication of data, and data that needs to be reviewed because the records have not been updated or reviewed, within a specified period of time, such as a six months or a year, for example. 

Infor CRM¬†also includes tools to mass ‚Äėswap‚Äô the content of fields, change values, and merge records. As a standard procedure, first complete the actions in a test environment to verify the steps and desired results. After veri¬≠fying, perform the steps in your production sys¬≠tem.¬†

Tip: Always backup a production database be¬≠fore making mass changes and complete during non-working hours. You also may want to use the built in ‚Äúuser fields‚ÄĚ to mark which records are changing, this will simplify an otherwise irrevers¬≠ible change and provide a temporary audit. ¬†

Cleaning Data Using Infor CRM 

There are some basic built-in tools for managing and de-duplicating data in Infor CRM, which can be supplemented with and enhanced by third-party tools, such as QGate’s Paribus and several other data management solutions. 

Nevertheless, a data management strategy, as outlined above, is required. Some of the data de-duplication tools available in Infor CRM include: 

Administrative Groups ‚Äď groups can be created to help administrators identify and cleanup data issues such as missing data or duplicate data¬†

Check for Duplicates Wiz¬≠ard ‚Äď an automated method of finding and eliminating data duplicates¬†

Merging Records Manually ‚Äď a simple method of merging two or more records from the Group view¬†

Increasing the reliability of CRM data within an organization is priceless. Avoiding costly mis¬≠takes such as targeting a current customer as a new prospect is critical.¬† Now is a great time to review and clean your¬†Infor CRM¬†data. Remember to review and clean existing data, clean the data being entered, and prevent the current data from becoming ‚Äústale‚ÄĚ. Managing data quality is an ever moving target and must be a part of your overall system management strategy.¬†

Data helps solve problems.¬† — Anne Wojcicki¬†

Simplesoft Cleaning Logo

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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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.

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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.

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

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September 6th, 2013 by

Saleslogix mobile is on the cutting edge of CRM applications.  It has been designed for the future from the beginning.  Mobile 2.1 was already ground breaking technology.  Now they have added fantastic new features to push the envelope of user productivity.

The Saleslogix Mobile v2.2 was released June 28th of this year and provides secure, reliable mobile access to Saleslogix information when using mobile devices with internet browsers that support HTML5 and CSS3. Saleslogix mobile v2.2 also contains the following enhancements:
 

 

  • New ‚ÄúLazy Load‚ÄĚ list feature enables more records to become visible when you reach the bottom of a list.
  • New icon access enables you to go to the Global menu from any Saleslogix Mobile Client page.
  • New Camera support that enables you to capture and upload a picture to your Saleslogix attachments.
  • New Attachments support enables adding an attachment to any record, finding an attachment using Lookups, searching through a list of attachments, and opening an attachment associated to a Saleslogix record. The supported attachment types are PNG, BMP, TIF, GIF, and JPEG, but your ability to view will be determined by the viewers available on your device.

¬†Birds have wings; they’re free; they can fly where they want when they want. They have the kind of mobility many people envy.
Roger Tory Peterson

You should call our sales department and have them demo the features for you.  These are truly exciting updates!  Wait till you see what is coming with mobile 2.3!

 

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

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