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February 2nd, 2016 by

Installation Secrets from the Pros at Simplesoft
by Paul Hansford

Over the last few years, installations of Infor CRM have been shifting from On-premise into the operating cost bucket (CAPEX to OPEX). We do see more new deployments launched in the Cloud (SaaS ‚Äď Software as a Service) than ever before. However, this trend is not universal to all customers because on premise has not gone away.¬† Infor CRM is one of the few solutions available in both On-premise and Cloud. Infor CRM is flexible and with its single tenancy model in the Cloud, a database can be moved either direction. One strong advantage to the On-premise story is that integration is a bit easier behind the firewall.

At Simplesoft our deployment pros have installed Infor CRM in many different ways including DMZ, with various proxies, Windows Authentication, and security ports like SSL for encryption and even with front end servers for the load balancing of web servers, etc.  Bottom line:  We find ways to make the Infor CRM installation work successfully and can think outside the box.

Today’s article provides some tips and hints to prepare for a successful On-premise installation.

1. Prepare the hardware platform / provision the servers

Starting with the compatibility guide, a customer can get a feel for the hardware needs, operating systems, and database editions and versions for the latest editions of Infor CRM.  There are many factors that make up the final configuration recommendations.  For example, the number of users can have a huge impact on how many servers are required for high demand setups or even how much data and which technologies need integrated.

2. Download the software needed and have the licenses ready

Infor offers a great portal for the management of items like licenses, software, patches, knowledgebase articles, and how to references via documentation.  The software and patches can be downloaded from the Xtreme Portal for installation.  The exact files and steps will depend on the version of Infor CRM that is needed.  We are happy to guide customers in all aspects of the software.

3. Prepare for the configurations

Here are few of the basics that need to be prepared before the installation to maximize the results:

  • Service users setup and reviewed
  • SQL Native client software installed on non-database servers
  • Turn off windows firewall, UAC, ESC settings with exceptions configured (for various connectivity and security)

These steps will help avoid issues in the installation process.

4. Consider the prerequisites

With each version of any software there are various components that, when installed properly, make the general software install go smoother and reduce waiting time.

  • Install the software required for the various components of Infor CRM like web services
  • Install the software for testing features (browsers, PDF readers, and installer software)
  • See the implementation guide for the exact details for the latest version.

5. Installation and configuration

The installation varies for the version of the software and how many servers are needed for a particular configuration or security requirements.   A 200 user setup is different than a 10 user setup.  We are experienced at many complex configurations.

6. QA the results

Follow the standard Simplesoft quality checks to ensure the software is installed, services running, and features configured properly for optimized results.

With any enterprise tool there are potential pitfalls with the preparation and installation steps.  With the guidance of Simplesoft Solutions, you can avoid a long deployment cycle and will have your users in the tool faster than without us.  Take our tips into consideration for long term success and getting things installed right from the beginning.

Mentally, the only players who survive in the pros are the ones able to manage all their responsibilities.
-Tom Brady

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

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

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

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January 25th, 2016 by


“Necessity is the Mother of all Invention.” – Albert Einstein
This short post is an example of the quote above. ¬†We had a need to create a company Marketing Calendar in Infor CRM so everyone on our team would know when Web Training Events and Public Demos were scheduled so they could mention on the phone during their interactions. ¬† We decided to setup a new Infor CRM User called “Marketing.” Setting Up a “Marketing User” allowed us to create activities such as Training or Demo events logged in as this Marketing user. ¬†Other Infor CRM Users can see these Marketing Activities by viewing the Marketing Users’ calendar. Alternatively, if you want all your users to be aware of the events you can add “Everyone” as a member of the activity when it is scheduled. Your decision on how to make the Marketing events viewable to your users would depend on your environment and the necessity of your users to be aware of the events.

Infor CRM Calendar for Marketing

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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March 23rd, 2015 by

Have you ever looked through an account or contact attachment tab and found a huge amount of small image files?  These files can include those pesky signatures that clog up the attachment tab on accounts, the cute pictures someone adds to an email, or they can even be a stationary layer in emails.  The way they are engineered causes a long list of worthless 1-5 kb images, such as .jpg or .gifs that you have to wade through to get to the actual attachments. Well, be assured, there is a way to omit those attachments from accumulating going forward.

Attachment formats in Infor CRM (Saleslogix)

Saleslogix v7.5.2 -8.1.0

As with anything else, there are pros and cons to both settings showing here in the Send SLX area. We recommend setting the attachments as individual files for the best use of the Send SLX function.

If you choose Save attachments as individual files:

All attachments and embedded pictures in the email will be saved as individual files and the bottom of the history file will contain the names of those attachments.

If you choose Save attachments with e-mail message :

You will no longer see the individual attachment files for the emails that are integrated with the Send SLX button. The email (attachment) will contain all links and images contained within the single file.  You will have to open that email attachment to retrieve any saved attachments or embedded files.

The history of the email will NOT change with either option. It will still show in the notes/history tab as before.

***********************

Settings for file sizes and types

Infor CRM v8.1.0

With the release of Infor CRM v8.1.0, and the changes in the Outlook integration, you can now manage the file size and type in the settings options. Here you set up your system with the most efficient settings to avoid those little signature or background stationary from Outlook. ¬†Click on the ‘Options’ button on your Outlook tool bar (Outlook 2013). Then click on the Send SLX/Record to History navigation on the left side of your options window.

To adjust the ‘Minimum image attachment size to ignore’. -We recommend 20 kb or less.

Below that you will see a setting to completely ‘Ignore specific file names’. ¬†This setting can cause issues as it literally ignores ANY file of this name even if it surpasses the size limit you have set.

BUT, there is a positive side to this setting. Common File names can be exact names of files that you KNOW you do not want to attach to a record. This can be used if you receive emails where you have identified specific file names that you do not want to record.  A good example is stationary in Outlook. Infor CRM sees that as a separate attachment.  To eliminate that to be saved for every email you can add that item here as: image001.gif. (Outlook saves stationary as image001.gif files)

Wildcards (like *.gif) will completely ignore ANY AND ALL files that are .gif files regardless of size or name.

****

For earlier versions, you will have to manipulate the registry files as below to eliminate certain file sizes or types.

Saleslogix v8.0.0 and Prior Settings for file sizes and types:

If your company email, or an email that is recorded in Saleslogix, has an image as part of the standard Outlook signature, the slmn.dll will try and attach it every time you send an email using Send SLX. To prevent this from happening, create the following registry keys on each machine.

HKEY_CURRENT_USER\Software\SalesLogix\Outlook\MinImageSizeTolgnore

– (String or integer). The Size (in bytes) of the image (JPEG, JPG, BMP, and GIF) to ignore. Graphics files below this value will be ignored and a user will only be prompted if there are other files of a larger size.

HKEY_CURRENT_USER\Software\SalesLogix\Outlook\IgnoreFileNames

– a list of files to ignore. These should be separated by semi-colon. You can use * and ? as wildcards. The files matching the criteria will be ignored. E.g. “*.jpg; signature.gif” This can be applied to all file types and not just images.

Items that you do not want to omit are: .png, .msg, .xls, .pdf, .doc, .txt, to name a few.

If you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

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

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

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October 21st, 2014 by

If you don‚Äôt have a Sales Process, may I ask what’s the hold up?

Last week¬†we had a training session during the Heartland Users Group event that involved implementing a custom¬†sales process and using it to create a custom web dashboard.¬† Infor CRM‚ĄĘ (Saleslogix) allows custom processes to be created with as many tasks for each stage that is required to fulfill the sales process defined by your company.¬† We, at Simplesoft, are not an advocate of a particular sales process, but we do enable you to utilize any sales process by showing you how to use the Saleslogix tools.

A defined sales process with specific tasks and timing can increase your closure rate and decrease time to close.  Making that sales process user-friendly is the key to buy-in from sales reps.  That’s where Saleslogix can help.

Initiate the process by defining your goals for each Stage and Step in the process.

Does the sales rep need to send a standard email then follow-up with a phone call 2 days later?  You can schedule that in Saleslogix and it takes the guesswork out of the task.  Include a template with a rollover activity set up directly in the process.  The user just selects the contact; the rest is done for them.

What has just happened?  You have regulated the communications to the customer.  The history is recorded in Saleslogix.  Everyone that touches that account knows which contact has received what communication, and what steps are next.  In other words, control.  If you do not have a user-friendly sales process then your processes are only as good as your salesperson. And this is just ONE step in a sales process.

Enter those processes into the Saleslogix tool in the Architect or the LAN client.  Create as many as you need to fulfill your sales strategy.

Release the Sales Process to users.

Here is a sample sales process with Stages and Steps:

Measure and refine.

On the other end of the process is measurement.  Setting a process in place with specific steps is critical but measuring the success of that process is essential for improving.  You can measure the Saleslogix sales process with the Web Dashboards.

The web dashboard is a tool that utilizes filters. As you build a dashboard widget you choose filters to either group or define the widget display.

With a custom process you have to create a new filter for the dashboard so that the web client will display it on the dashboard widgets.  There are a few steps and we recommend you open the standard (Stages) filter under the Saleslogix Entities to review the settings. Notice: This is not a recommended task for everyone. This is written for experienced developers.

  1. Open Application Architect
  2. Project Explorer>Entity Model>Packages>Saleslogix Application Entities>Opportunity>Filters
  3. Open the STAGE filter and review settings.¬† Take note of the ORDER of the stages in the current sales process. Review the properties of the filter (‚ÄėAnalytics Description‚Äô , ‚ÄėAvailable for Analytics‚Äô = True)
  4. Right-Click on the Opportunity Filter folder and ‚ÄėAdd New‚Äô
  5. Enter the fields as needed (similar to the STAGE filter)
  6. Save the filter and you should see it appear in the list under opportunity filters in Application Architect.
  7. Once your items are entered and ready, you will need to do a ctrl build/deploy for the changes to be released to users.
  8. Troubleshooting tips: If the new filter is not showing on your widgets then clear the cache on the browser and/or reset IIS.

If you are interested in more information on Web Dashboard and Sales Processes, please contact us and we will be glad to assist you.  The information included in this blog is not intended to be a complete step-by-step process as each dashboard and sales process is unique to each business.

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, 2014 by

Swiftpage has released a new update for Saleslogix v8.0. This update addresses issues in several areas of the Windows Client. Resolved areas include several fixes to Groups and the Query Builder, Calendar & Activity views and Outlook Integration.  Defect 13094308, when highlighting a record in the Opportunity List View and the text becomes white, has been resolved in this update. As with all updates, it addresses reported defects and should be evaluated for application to your environment.

The summary of each update is listed below:

SNC Update 16

SNC update 16 also contains the fixes from SNC updates 13, 10, and 08.

Prerequisites of SNC updates 02, 03, and 09.

Defect

Description

13092091:

OnExitControl Events do not execute in the SalesLogix Windows Client.

13093725:

Setting a Format String to “%0.4d” on a text control does not return¬†desired result in the SalesLogix Windows Client. Setting a Format String to “%0.4d” on a text control does not returndesired result in the SalesLogix Windows Client.

13093782:

In the SalesLogix Windows Client Activities list view All Open tab, the activity detail view does not display correctly.

13093795:

In the SalesLogix Windows Client Dashboard, Today’s Schedule and My Activities are truncated.

13093911:

When using UK regional settings in the SalesLogix Windows Client, groups with date conditions return incorrect results.

13094030:

Extended characters in activity notes do not display correctly in the SalesLogix Windows Client Calendar view.

13094306:

In the SalesLogix Windows Client Query Builder, duplicate values display when a user selects CONTACT.TYPE in a Contact group.

13094308:

In the SalesLogix Windows Client Opportunity list view when a record is highlighted the text changes to white.

14094558:

In the SalesLogix Windows Client, ticket activities display encoded characters in the preview.

14094581:

A “List index out of bounds” error message displays after setting up a new group with specific operators and values.

14094584:

Logging an Outlook e-mail to history using SendSLX for leads only records a history record for the lead that comes first alphabetically.

14094594:

In the SalesLogix Windows Client, users cannot “Send as” another user when using Mail Merge.

14094616:

When adding or modifying a column header in the SalesLogix Windows Client Query Builder, characters with accents to do not display correctly.

14094784:

The SQL statements generated for groups created in the SalesLogix Windows Client Query Builder with condition operators ‚Äúdoes contain data‚ÄĚ or ‚Äúdoes not contain data‚ÄĚ do not include empty strings.


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 Saleslogix v8.0.

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

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

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

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March 5th, 2014 by

Swiftpage has released new Web Core update for Saleslogix v8.0. This update addresses reported defects and should be evaluated for application to your environment. The summary of the defects are listed below:

Web Core Update 06 also contains the cumulative releases from Web Core updates 1-5

Defect Description
13093695: The Sales Order Snapshot Grand Total does not reflect the adjusted price after applying a discount.
13094188: The Sales Order Snapshot Grand Total does not reflect the new price after updating the quantity of a product.
13094297: The Calendar cannot display more than 35 recurring activities in the same week.
13094318: Attempting to Save a New Contact in the SLX Mobile 3.0.1 client causes the error “A server error occurred while requesting data”
13094377: Groups with custom layouts do not always redirect to Lookup Results tab when performing a lookup.
13094483: On the Lookup Results tab, when switching entities, the filters do not update for the new entity.
14094556: Changing from List to Detail requests the list data multiple times which impacts performance.

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 Saleslogix v8.0.

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

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February 28th, 2014 by

Swiftpage has released several updates for Saleslogix v8.0 and we want to make sure you know what they are so you can take action where needed. These updates address reported defects and each update should be evaluated for application to your environment.

The summary of each update is listed below:

SNC Update 06

SNC update 06 also contains the fixes from SNC update 01

Defect Description
13091640: Using certain forbidden characters, such as curly quotes, in the Web Client Query Builder causes the CPU to spike to 100%.
13091668: If using a remote connection to access the Sage Saleslogix Client, when the client is closed, an “SLXProfiling.dll_unloaded” error displays.
13091779: SLXDBEngine.dll crashes a process under certain circumstances when slx_GetSecuredSQL is called.
SNC UPDATE 01
12090982: On the Offline Web Client, the Sage Job Service cannot run with the local system mapped to the Admin user.
12091150: The SlxProfiler Query Optimizer cannot optimize ORACLE queries in SHARED MODE when HINTS exist in Executed SQL.
12091203: When using OleDbCommandBuilder and DataAdapter to do bulk updates, any update that contains dates in the column list will fail with an overflow issue.

SNC Update 07

Defect Description
13091770: Changes to an Opportunities Probability or Comments do not sync. Error during sync, “2 Transactions failed to apply.”
13091844: Any DateTime field that is parameterized as a string instead of DateTime cause a conversion error in sync when the field is involved in conflict resolution.

SNC Updates 08 and 05 have been replaced by SNC Update 09

SNC Update 09

SNC Update 09 has prerequisites for installation.  SNC Updates 02 and 03 must be installed prior to installing SNC Update 09.

Defect Description
12090399: Mail Merge Reply To option behaves inconsistently.
12091009: In a localized environment, there are corrupted strings, on the Account Detail view Activities tab tooltip.
13091234: A corrupted string error occurs in Calendar Preview when an activity’s Regarding information includes extended characters.
13091227: The AspNetDeploymentAction.AfterDeployment() action does not remove localized versions of Portal.resx.
13091608: Users can set a subsidiary as a parent to the parent account.
13091738: After upgrading from version 7.5.4 to version 8.0, extended characters on Active X forms may be missing.
13091802: Administrator Users list does not sort correctly when a user’s name contains extended characters.
13091836: German extended characters are displaying the incorrect format when used within a Mail Merge.
13091927: Dragging multiple emails, multiple times to the Notes/History tab of same record freezes the data grid.
13092047: SalesLogix Client Calendar month tab displays incorrect date format when regional settings are set to Swedish.
13092061: Multibyte (Korean) characters are corrupted in many places in the SaleslogixClient when using a localized dictionary.
13092113: Multibyte characters in a record name will display as corrupted on the SaleslogixClient title bar.
13092114: Account names with multibyte characters are corrupted in the Associate Account dialog.
13092115: Account names with multibyte characters are corrupted in the Add Contact/Account Information dialog.
13092118: Multibyte username is corrupted in the Literature Request dialog.
13092119: When using Korean localization on the Saleslogix Client, the character for Tuesday is corrupted in Calendar week tab.
13092120: Insert Opportunity Account and Description fields display corrupt characters when the account name contains multibyte characters.
13092121: Contact / Account name is corrupted in title bar of the Complete an Activity dialog when using multibyte characters.
13092122: When contact name or current group is multibyte or cyrillic characters, they are corrupted in the Schedule Process dialog.
13092126: In the Address Labels dialog the Current Record or Current Group fields display non-Latin1 characters incorrectly.
13092127: Exception error displays when attempting to create a new sales process with a multibyte name.
13092152: When the Saleslogix Client is localized in a multibyte language, an erroroccurs when inserting a new opportunity
13092157: When attempting to edit a user with a multibyte character name in the Administrator, the following error occurs “Error initializing form: Access violation at address 005B7520 in module ‘Admin.exe’. Read of address 000000F4.”
13092158: When attempting to release a new Sales Process consisting of multibyte characters, the following error occurs “Exception EOleException: OLE error 8004277A Exception location: [005BC0ED]{Saleslogix.exe} IsBrandingEnabled.”
13092161: Multibyte characters, such as Korean, are corrupted in the popup that displays when the user mouses over an activity (either in a tab view or calendar).
SNC UPDATE 05
13091350: Enable Windows 2012 Server support.
13091516: Force Delphi to allocate memory on the heap in a thread protected way when the IsMultiThread global variable is set to True.
SNC UPDATE 08
12091101: Date Literal value “dateadd(hh,-12,getdate()) ,GETDATE()” causes errors when used as a condition in Query Builder.
13091557: Adding an Attachment from Recent places in the Saleslogix Client adds a shortcut to the top level of the path and does not allow the user drill down to select a file
13091816: Enable Office 2013 support.

SNC Update 10 has been replaced by SNC Update 13

SNC Update 13

SNC Update 13 has prerequisites for installation.  SNC Updates 02, 03, and 09 must be installed prior to installing SNC Update 13.

Defect Description
13091271: In a French or German environment, extended characters in the Notes field of the Create Note for Activity Pad view are corrupted.
13092304: A username with Korean characters is corrupted in the Sales Client status bar.
13092607: In Query Builder, Select Value dialog box may return duplicate entries for any user other than Admin.
13092626: Group condition value is blank when editing group conditions for an existing group in a specific order.
13093469: In the Replace Data tool, Search and Replace does not handle extended character properly.
SNC UPDATE 10
12088788: For users of Office 2010, the threshold for exporting records using Export to Excel is now 200,000 + records.
13091210: In some localized environments, the tooltips on Calendar page timeless activities appear to be corrupted.
13092156: In a localized environment, Admin groups are corrupted when the admin is logged on as ADMIN and schedules a sales process.
13092178: In a Korean localized environment, the Lead Source lookup does not appear to work anywhere in the Saleslogix client.
13092179: In a localized environment, there is corrupted text in the drop down list when adding targets to campaign from group.
13092258: In a localized environment, extended characters are corrupted in the Calendar Reports Overflow dialog.
13092264: An exception error displays when sharing a group.
13092303: In a Korean localized environment, there may be corrupted characters in Query Builder.
13092392: When sending email from the Saleslogix Windows Client using SendSLX, Unicode characters do not display correctly.
13092617: In a Russian localized environment, an error occurs after clicking in the Saleslogix Windows Client Activities View Confirmations tab.

SNC Update 14

SNC Update 14 has prerequisites for installation.  SNC Updates 02, 03, and 09 must be installed prior to installing SNC Update 14.

Defect Description
13092548: Cyrillic characters do not display when adding a team.
13093480: In a German environment, extended characters do not display correctly when adding a team.
13093490: In the Architect, extended characters in Plugin families do not display correctly.

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 Saleslogix v8.0.

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

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

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

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November 14th, 2013 by

Saleslogix v7.2 and earlier has been sunsetted for quite some time.¬† Now with the upcoming release of v8.1, the Saleslogix versions v7.5.0 to v7.5.3 will be placed on “Critical Fix Only” status.

As Saleslogix continues to change, evolve and improve with each release, in order to be competitive and to keep the Saleslogix platform strong, Saleslogix will continue to add new product capabilities to meet the current needs of the market. For example, the new mobile client continues to set the pace in the market for high adoption rates and sales excellence. The focus is also on putting data where it is needed and bubbling up just the right amount of data with groups, dashboards and advanced analytics tools. This, too, continues to set Saleslogix apart from the rest.

With 8.1, adding new features like “multiple contacts per activity,” a top feature request for a number of years, it becomes harder for Saleslogix to support previous releases. This especially impacts changes related to uncontrollable industry factors. These uncontrollable industry factors include things that continue to change and evolve, such as: operating systems, desktop apps, hardware, security, browser architecture and database technology. Saleslogix¬† works hard to limit the platform changes, and impact to overall cost of ownership, but to keep up with the fast pace of the industry¬†they are sometimes forced to change how we are used to doing things.

Due to the ever-changing IT environment and market, Saleslogix needs to focus their top resources on 7.5.4, 8.0 and the eminent release of 8.1. And, therefore Saleslogix is announcing that Saleslogix versions 7.5.0 thru 7.5.3 are moving to Critical Fix Only Status.

What does Critical Fix Only Status mean for you?

Customers using Saleslogix v7.5.0 thru v7.5.3 can still expect fixes for security issues and data loss issues. Other issues, however, will not follow the usual escalation path nor will they be escalated for advanced troubleshooting. Additionally, Service Level Agreement resolution times will no longer apply. No official product retirement date has yet been announced from Saleslogix.

Customers with active support plans for Saleslogix v7.5.0 thru v7.5.3 will continue to receive support until their contract expires. Saleslogix strongly encourages customers and partners to learn more about Saleslogix v8.0 and explore upgrade options to this current release.

Stay tuned to the Saleslogix Community and this blog as we will be announcing more about Saleslogix v8.1 in the coming weeks.

‚ÄúKnow what you want to do, hold the thought firmly, and do every day what should be done, and every sunset will see you that much nearer the goal.‚ÄĚ
Elbert Hubbard quotes (American editor, publisher and writer, 1856-1915)

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