Company -> Blog...

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.

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

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

Comments Off on 6 Tips for a Successful On-Premise Launch of Infor CRM


 

 

December 28th, 2015 by

A quick note on issues with Microsoft Office 2016 and Infor CRM…

Microsoft recently released Office (365) 2016 to all eligible users in September of this year. ¬†As of the publishing of this article, the compatibility of Office (365) 2016 and Infor CRM (formerly Saleslogix) has NOT been approved (what is called qualified for support). Please refer to the latest Infor CRM Compatibility Guide for all compatibility questions. ¬†It is our recommendation that you do not upgrade until Infor has approved compatibility certification as we have already seen some breaking items with the Outlook Integration and launching Outlook from the LAN and WEB client. ¬†Even after uninstalling and re-installing to an earlier version of Microsoft Office there have been some issues. ¬†If you are currently using a Microsoft 365 product, as Microsoft has the ability to upgrade without a user’s permission based on settings within the 365 package, it is recommended that you review your settings for automatic download of updates to ensure that you do not accidentally upgrade.

Microsoft is gearing their products to operate solely from the cloud, as is the Microsoft Office 365 product currently released.  This change in direction for the Microsoft Office product has a ripple affect with other programs that integrate closely.  Infor CRM is one of them. Rumor mills have been whispering that Microsoft is pushing the cloud applications rather than desktop versions; if the rumor mills are accurate, we may be seeing the last of the desktop versions.

While researching the new Office product, I found that the desktop versions for business use are still offered by Microsoft. Office 2016 Professional Plus for enterprise licensing, Office 365 Business, Office 365¬†Business Premium, and Office 365 Enterprise E3. ¬†Although integration with Outlook 2016 has not been tested with the Infor CRM client, both LAN and WEB rely on the actual desktop version of Office to be installed. It is required to trigger the program launch during certain tasks, like generating emails, mail merge, template, etc. ¬† For best compatibility, the desktop versions of Office will have a better chance of working with the Infor CRM client’s current design.

Infor CRM is aware of the change to the Microsoft Office software and will determine compatibility as they test the changes necessary to utilize the Office 365 platform; desktop and cloud version.  Infor is currently working on compatibility with Microsoft Office (365) 2016  and has tentatively set the update to be released with Infor CRM v8.3.0 in February 2016.  We will keep you informed as we hear updates.

In the meantime, if you a prompted for an update to Microsoft Office (365) 2016 … Don’t Do It… At least not yet anyway!

If you have any questions on this issue, please contact support@simplesoft.net

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

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

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

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

Comments Off on Infor CRM and Microsoft Office 2016


 

 


 

 

December 30th, 2014 by

As a result of our Infor CRM (Saleslogix) support work with clients we have discovered an issue with MS Internet Explorer 10 and using Infor CRM v8x that can be easily fixed. Many customers may not have noticed this issue if they just moved up to MS IE11or still on MS IE 9 but some client environments that standardize on a specific version have had to address. There are several messages that can be received when using Saleslogix and MS IE 10 that appears to be browser related and have been linked to a specific add-on.  Please review the error messages we have encountered, if your experience is similar, try this simple fix to remove the browser add-0n as a potential resolution.

1. “The message received from the server could not be parsed. Common causes for this error are when the response is modified by calls to Response.Write(), response filters, HttpModules, or server trace is enabled.”

2. We’re sorry, you have encountered an error. If applicable, please try again. HTTP Status: Internal Server Error (500). SLX Error ID:SLXDC17E1636ADA2023

3. The following SData diagnosed occurred: Description = Failed Operation. Message=no connection could be made because the target machine refused it. HTTP Status: Internal Server Error (500). SLX Error ID: SLX7B1FODAA87ODO6E3

The procedure for disabling the helper in MS IE 10.

Pre-test to confirm the issue:

1.    From Start / All programs / Accessories / system tools / Open Internet explorer (no Add-ons).

2.    Test logging in to the Web client.

3.    NOTE: This will tell you if an add-on is the problem. If it works in No Add-ons mode then follow the next steps.

Action to correct the issue:

1.    Open Internet Explorer.

2.    From the gear control (top right icon) select Manage add-ons.

3.    Change the drop down menu to show all add-ons.

4.    Locate the Saleslogix desktop integration module helper and disable it.

5.    Close out of Internet Explorer.

6.    Reopen Internet Explorer.

7.    Test the results in the web client.

Note:  There could be other potential causes for these errors but the above is a reasonable first step to resolution testing.

I just became one with my browser software. — Bill Griffith

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.

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

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

Comments Off on MS Internet Explorer 10 and Infor CRM (Saleslogix) v8x Browser Adjustments


 

 

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.

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

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

Comments Off on Infor CRM formerly Saleslogix Sales Processes and Web Dashboards


 

 

October 14th, 2014 by

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

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

The summary of each are listed below:

SNC Update 03b for Saleslogix v8.1.0

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

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

**********

Web Core Update 03b for Saleslogix v8.1.0

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

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

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

We recommend and encourage you to review the update documents to keep abreast of all defects and issues that have been corrected.  Contact Simplesoft Solutions to discuss an upgrade for Saleslogix, and to review any new features or updates with your version of Saleslogix.

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

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

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

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

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


 

 


 

 


 

 

September 4th, 2014 by

Dear Saleslogix/Simplesoft Valued Customer,

As you may have already heard in an email from Lorcan Malone, Senior VP and General Manager of Saleslogix, Swiftpage has entered into an agreement to sell the Saleslogix solution to Infor.

I want to communicate to all our customers that we at Simplesoft Solutions, with 20 years in the market, will continue to sell, service, and customize the Saleslogix solution and associated third-party solutions. I have seen Saleslogix grow and become the strong platform that would make it worthy of Infor’s interest and am excited about the resources a company the size of Infor can bring to Saleslogix. As a Saleslogix Business Partner Advisory Council member, I have been in communication with the executive leadership at Saleslogix regarding the transition and will be working closely with Infor in the coming weeks. Headquartered in New York, Infor is fundamentally changing the way information is published and consumed in the enterprise, helping 70,000 customers in more than 200 countries and territories improve operations, drive growth, and quickly adapt to changes in business demands. To learn more about Infor, please visit www.infor.com.

I know the change in ownership will accelerate product innovations and the release of new features already outlined in the Saleslogix product roadmap. In the original announcement, Lorcan stated, “Infor plans to make significant investments in Saleslogix, including increased scalability, refreshed user interface with Infor’s leading UX designs, and added industry-specific functionality that unifies front and back-office data and processes”. Since the announcement, Saleslogix has confirmed all existing sales, technical, and support staff are being retained and they will be maintaining their Scottsdale, Arizona, headquarters of Saleslogix. In addition, Infor immediately authorized the hire of ten additional Saleslogix development staff, confirming their commitment to the roadmap and accelerated timeline. In the coming months, the Saleslogix name will change to Infor CRM and again I see that as a strong indicator of their intent to not only offer it as a stand-alone solution but make Saleslogix the flagship CRM solution integrated with their various ERP solutions.

The overall direction adopted by Swiftpage for Saleslogix in the last 12 months which they have called “Your CRM Inside” matches the core strategy of Infor. Infor has three fundamental elements to their strategy which are 1. Architecture of the Internet, 2. Micro Vertical Suites, and 3. Beauty. Infor wants to “create experiences people love.” The recent releases of Saleslogix Xbar, Gmail Integration, Mobile v3.0, and Outlook Sync show the focus on user experience and being able to work the way the user prefers. Swiftpage has made Saleslogix even more integration ready with SData and their Integration Contract with other applications. Infor‚Äôs ION product will expand the integration of Saleslogix with their ERP solutions as well as other vendors.

Everyone at Simplesoft is excited about what the future holds for Infor CRM. I welcome your comments and questions. Again, I will keep you informed of any other pertinent information as it becomes available. Thank you.

Sincerely,

Don

Donald W. Menrisky
President and Managing Consultant
Simplesoft Solutions, Inc.
P: 937-885-1084 x3202 | F: 937-885-3580 | M: 937-371-5736

FAQs
Q: How does this affect our relationship with Simplesoft Solutions?
A: There is no change to the relationship between Simplesoft Solutions and Saleslogix/Infor. As a result, there is no change to the relationship between you, our customer, and Simplesoft Solutions.

Q: Who do I call for Saleslogix product support in the future?
A: The existing Saleslogix team will retain their headquarters in Scottsdale, Arizona. You will be able to continue to reach Saleslogix technical support using the same phone numbers as in the past. Of course, with the transition, e-mail addresses and websites will eventually change, but Simplesoft will update you as that information becomes available.

Q: How does this affect the product direction and future growth?
A: Infor has clearly stated they plan to accelerate the product roadmap and innovation.

Q: Doesn’t Infor already have a CRM solution?
A: Yes, they do but they have stated that Saleslogix will become their core CRM platform inside of their ERP products.

Q: What has Infor said about the branding or naming of Saleslogix?
A: Infor intends to rename and market Saleslogix as Infor CRM in the very near future. Changes to the product name and branding will be released with future version and service pack releases.

Q: How will the licensing or business care pricing change?
A: Infor has not announced any changes to current licensing or business care plans. They have stated that business will remain as usual for customers of Saleslogix.

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

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

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

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

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

Comments Off on Infor Acquisition of Saleslogix – Letter from President of Simplesoft to Current Customers


 

 

September 3rd, 2014 by

Swiftpage has released new updates for Saleslogix v8.1.0, SNC 03 and Web Core Update 03. These updates address reported defects and should be evaluated for application to your environment.

Here are the update High Points:

  • These two updates contain a multitude of changes!
  • No More 8-Ball logos!! Saleslogix 8.1.0 SNC Update 03 includes new icons for the Administrator and Architect and Saleslogix v8.1.0¬†Web Core Update 03 includes a new icon for the Application Architect. (There are additional steps required to update the icons if you are using a Windows 8 or Server 2012 environment)
  • The Saleslogix Reporting Assistant was introduced in 8.1.0 SNC Update 03 to support reports with dynamic parameters on the Saleslogix Web Client.
  • Saleslogix 8.1.0 SNC Update 03 includes a new Integrity Checker library.
************

SNC Update 03 for Saleslogix v8.1.0

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

The summary of the new fixes are listed below:

Defect Description
11083340: In the Saleslogix Windows Client, dragging and dropping an email to Ticket Activities displays the Complete E-Mail dialog window twice.
12090172: In a localized environment, in the Administrator, the Visible Columns dialog box does not display extended characters correctly.
12090554: In a localized Saleslogix Windows Client, corrupted strings appear in the Confirm Activity dialog box.
12090931: In a localized Saleslogix Windows Client, in the Defect detail view Tickets tab, some extended characters do not display correctly.
13091236: In a localized Saleslogix Windows Client the Toolbars Editor Arguments dropdown list contains corrupted strings.
13091316: In a localized Saleslogix Windows Client extended characters do not display correctly in the Confirmation dialog box Notes field.
13091909: In a localized environment, Cyrillic characters are not saved correctly when creating SpeedSearch indexes.
13092054: In a Russian localized environment, some labels in the Architect Manage Plugins dialog box do not display correctly.
13092110: When a create user is a Disconnected Web Client user, the host database sends inserts for newly created records back to the user who created the record.
13092278: In a Korean Saleslogix Windows Client, the Calendar Month view labels do not display correctly.
13092634: In a Russian localized Saleslogix Windows Client, the Literature Requests Print Labels drop-down list view contains corrupted text.
13092735: In the Architect, using the Application.BasicFunctions.AddMinutesToDate returns incorrect results over periods longer than 4 days, 15hours, and 20minutes (6680 Mins).
13092854: In a Korean Saleslogix Windows Client, the English character “Y” may not display correctly.
13094272: The activity conflict warning does not display when a conflicting activity is scheduled.
13094366: In a localized Saleslogix Windows Client, extended characters do not display correctly in the Ticket Activities Comments preview pane.
13094456: In a localized Saleslogix Windows Client, when viewing or editing an Event, extended ASCII characters in the Location or Notes boxes do not display correctly.
13094457: In a French localized Saleslogix Windows Client, in the Activities list view Events tab the Type information does not display completely.
13094458: In a localized Saleslogix Windows Client, corrupted characters appear in the Activity Confirmation Message dialog box.
13094460: In a localized Saleslogix Windows Client, the Literature Requests delete Warning displays corrupted characters.
13094461: In a localized Saleslogix Windows Client, if a timeless activity includes extended characters and an event is scheduled for the same time, the Conflicting Activity notification does not display the extended characters correctly.
13094473: In a localized Saleslogix Windows Client, the Mail Merge Specific Group list contains corrupted characters.
13094475: In a localized Saleslogix Windows Client, if a Mail Merge contact or lead name contains extended characters, then the extended characters in the file title are corrupted.
13094496: The Application Architect help topic “Changing Build Output or Search Path Locations” contains the incorrect build Search path.
14094604: In a localized Saleslogix Windows Client, a corrupted string occurs in Toolbars Editor window after saving a Toolbar Button or Hint with extended characters.
14094639: In a localized environment, the SendSLX Contact Not Found message Subject/Regarding field does not display extended characters correctly.
14094694: In Query Builder, adding a date field condition with the operator ‚Äėwithin the last xxx‚Äô causes the error “Error parsing within parameter”.
14094728: In a localized Saleslogix Web Client environment the “Learn more link” on the log on page opens an untranslated help topic.
14094755: Characters with umlauts do not display correctly in the Conflicting Activity notification.
14094916: The Net Extension Manager Help About does not open the correct dialog box.
14094926: In Query Builder, adding a condition with a ‚Äėgreater than‚Äô operator causes a “List index out of bounds” error.
14094994: In a French localized environment the Admin help table of contents link to Contacting Saleslogix is broken.
14095020: The SlxLoggingTrigger.dll should allocate memory from the heap in a thread safe manner.
14095023: In the Architect, resizing a checkbox or editbox will cause the control to collapse to 0 size.
14095024: Users with Windows Authentication configured who use SpeedSearch to search for Internal Tickets or History get the “Search found no matches” message when results should have been found.
14095026: Cyrillic characters do not display correctly in the Administrator Users List column names.
14095027: Cyrillic characters do not display correctly in the Administrator when adding a team to user.
14095028: Cyrillic characters in a user name do not display correctly In the Administrator when copying a profile.
14095029: Cyrillic characters do not display correctly in the Administrator Realign Territory view.
14095030: Cyrillic characters do not display correctly in Administrator, Systems, Office Profile tab.
14095033: Cyrillic characters do not display correctly in the Administrator System Report.
14095034: Cyrillic characters do not display correctly in the Administrator Edit Lookups Layout view.
14095141: When more than two databases are set up to be indexed by one SpeedSearch Server, and most incremental indexes are scheduled to build at the same time, dtSearch will fail.
14095244: In the Query Builder changing the order of conditions causes the error “List index out of bounds”.
14095287: If an e-mail with multiple contacts or leads is created from within the Saleslogix Windows Client, and then sent using the SendSLX button a history record is only created for the first contact or lead.
14095290: In a German localized environment the label on the Outlook Sync Connector Options Logging options is truncated.
14095297: Cyrillic characters in Report names do not display correctly in Architect.
14095315: When new user, who was created from an existing user or template, attempts to log on into the Saleslogix Windows Client, the error “Exception ETimeZoneError: The time zone has not been defined for user…” displays.
14095320: In a Russian localized Saleslogix Windows Client, group names do not display correctly in the Literature Request dialog box.
14095321: In a Russian localized Saleslogix Windows client, the icons are truncated on the Attachments tab.
14095324: When moving activities on the Saleslogix Windows Client Calendar, the error “Exception EOleException: Failed to parse SQL Exception location [0058B31E] (saleslogix.exe) IsBrandingEnabled” displays.
14095370: In a French localized environment, when generating an Opportunity By Account report for the Opportunities Closed-Lost or Closed-Win groups no records are reported.
14095391: In the Saleslogix Windows Client, scheduling an event displays the error ‚ÄúFailed to Parse SQL‚ĶIsBrandingEnabled‚ÄĚ.
14095395: In a Russian localized Administrator applying a bundle displays corrupted characters.
14095404: When using SendSLX, a history record is not created for any Saleslogix contacts or leads if the e-mail is also sent to an e-mail address that is not in Saleslogix.
14095429: Create an SlxReport.Optimize() method that removes a pre-defined printer, discards saved data, and forces the option to use indexes or server for speed on each report and sub-report. This method will be called when a report is stored in or extracted from the database to improve report performance.
14095453: In a Korean localized Saleslogix Windows Client the Schedule/Edit an Event view contains corrupted text..
14095454: In a Korean localized Saleslogix Windows Client the Calendar Week view event descriptions do not display correctly.
14095476: In a German localized environment the Import Wizard version 8.0 does not support extended characters.
14095516: The application server logs the following SpeedSearch error “GetIndexFolderSize Error: Access violation at address 00405343 in module ‘SLXSearchService.exe'”.
14095609: In the Saleslogix Windows Client, when using the Contact Advanced Lookup to look up a contact by first and last name, and then either refreshing the view or selecting delete from the Edit menu causes the error “List index out of bounds (1)”
14095651: After applying 8.1 SNC Update 02, selecting Letter Using Template from the Write menu causes the error “The Mail merge engine encountered and error and cannot continue. The parameter “” could not be located for the query”.
14095658: In a French localized environment some of the Outlook Saleslogix Connector Options labels are incorrect.
14095659: In a German localized environment some of the Outlook Saleslogix Connector Options labels are incorrect.
14095666: In a Russian localized Saleslogix Windows Client the names of copied groups listed in the Group Manager display incorrectly.
14095674: The Saleslogix Windows Client loads slowly when a group has a lot of conditions.
14095676: The Integrations list contains duplicate entries.
14095687: In a French localized Architect the Query Builder does not display the “√©” character correctly.
14095692: After a report is released to Everyone and a user, the associated Report family shows multiple times in Saleslogix Windows Client for the selected user.
14095709: While building a SpeedSearch index, an error in the SlxSearchService can get stuck in a loop repeating the error every half second.
14095711: The SlxSearchTrigger will create multiple entries in the IndexUpdates table for a single Account change. The entries will be for other indexes that have a relationship to account in some way.
14095713: When multiple threads are attempting to write to the spDelFiles.txt file at the same time the following I/O error can occur in SlxSearchService ” Error: IndexThread.Execute Line: 14 Error: I/O error 32″.
14095715: In order to limit the number of Indexes that can be built at one time to 5, SlxSearch should spawn no more than 5 active threads at a time, new threads can start when others finish.
14095717: The SlxSearchService should filter queries to IndexUpdates with the indexName to prevent returning more rows than necessary.
14095719: In a localized Saleslogix Windows Client, the Mail Merge History Options view contains untranslated strings.
14095724: Dragging and dropping the Activities tab from the middle pane causes the tab to disappear.
14095746: The SLXConversionUtility is not creating ActivityAttendee records for activities that are associated with leads.
14095748: Errors that occur in the SLXConversionUtility should be written to a log file instead of displaying an error message that causes the SLXConversionUtility to stop.
14095755: Report names that use accented characters are corrupted.
14095762: In a localized Saleslogix Windows Client the Activity Manager Priority column does not display extended characters.
14095763: In a localized Saleslogix Windows Client NavBar labels may be truncated.
14095785: 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.
14095788: Allow administrators to enable or disable each Outlook sync option for contact sync, activities sync or tasks sync separately.
14095809: Template names that contain umlaut characters are corrupted.
14095831: Add dynamic parameter support to the Architect.
14095862: SLXConversionUtility displays an SDataSync error when converting accounts/contacts with apostrophes in the email address.
14095896: When a contact name contains umlauted characters the names are corrupted in the mail merge preview window.
14095910: Activities completed or deleted in the Saleslogix Windows client are not updated, completed, or deleted in Google
14095912: Create a tool to map dynamic parameter information for running reports on the Web Client.
14095920: On an Oracle database moving a contact that has a literature request causes the error ‚ÄúError calling method btnOkClick‚ÄĚ.
14095936: Export to Excel for Assets generates a corrupted Serial Number.
14095937: On a multi-byte database the Rmareceivedproduct Lookup does not return any results.
14095980: Notes that are created in the Saleslogix Mobile client do not display correctly in the Windows client.
14095989: The Import Wizard must support Unicode databases and Unicode data.
14095991: When creating new user from a profile in the Administrator Cyrillic characters are corrupted in the Region and Division fields.
14096005: After creating a contact with Unicode characters, the contact name displays question marks instead of Unicode characters in the Contact detail view title.
14096028: On an Oracle database notes/history records do not sync from host database to a remote office.
14096100: In a German environment, one of the items in the Attendee Role picklist needs to be changed.
14096102: Update the Options Sync option topic to add more information about the “On first sync” option.
14096163: The Activities list view is missing the User Calendars button.
14096206: When Application.BasicFunctions.DoInvoke is used the WhenClosed event fires prior to a Report being displayed or opened.
14096207: When performing an e-mail mail merge to a contact with Unicode characters the characters do not display correctly in the generated e-mail.
14096269: Integrity Checker tests fail against Oracle database.
14096276: In the Architect a report cannot be checked out in if the report name includes Unicode characters.
14096334: In the Saleslogix Web Client, calculated fields are showing question marks instead of Unicode characters.
14096335: The Integrity Checker should check for carriage return line feeds in a user’s title
14096372: In a Saleslogix Web Client detail view users are unable to navigate past the 41st record.
14096387: In a Unicode environment the task bar thumbnail view of the Saleslogix Windows client may corrupt non-Latin characters.
14096392: Replace the Saleslogix icon with a unique icon for Application Architect, Administrator, and Architect.
14096397: The SendSLX Duplicate Contact dialog box does not display Unicode characters correctly.
14096425: Single activities completed in the Saleslogix Windows client result in both a completed activity and the original activity in Google.
14096442: In a localized environment extended characters do not display correctly on the Saleslogix Windows client Account Detail view.
14096443: In a localized environment the Import Wizard ‘Getting Started’ dialog box translated header strings do not display.
14096469: In the Administrator extended characters in the ‘Execute SQL’ Available Remotes list are corrupted.
14096558: In a localized environment, in the Administrator, extended chars are corrupted when applying bundle where action contains extended characters.
14096650: Unable to edit or copy Unicode groups. GroupBuilder does not show an error when an edit fails; it just reloads the group , however an error is shown when copying a Unicode group.

************
Web Core 03 for Saleslogix v8.1.0

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

Prerequisite: Saleslogix v8.1.0 SNC Update 03 is required to have been applied to the environment prior to applying Web Core Update 03 to your system.  Please be sure to read the documentation thoroughly if you plan to apply these updates to your system.

The summary of the new fixes are listed below:

Defect Description
12090528: Creating a campaign target list using a custom Contact or Lead group causes the error “Sys.WebForms.PageRequestManagerServerErrorException: We’re sorry, you’ve encountered an error. If applicable, please try again.”
13091921: In a localized environment, Cyrillic characters do not display correctly in the Query Builder View SQL view.
13092141: When exporting an account the resource code displays.
13092478: In the Query Builder, the ‘Use value as literal‚Äô option changes the ‘Value is’ box to a date field.
13092507: An account that is linked to more than 1 endpoint causes issues when creating new contacts.
13096111: When a group includes an Activity field in the layout that is linked to the entity and that link is clicked the error “The file ‘/SlxClient/ACTIVITY.aspx’ does not exist.” displays.
13092722: When editing an activity using steps in a specific order, the activity window may stop responding.
13093127: The items in a multi-select picklist with more than 12 items are misaligned.
13093797: Dashboard tabs with special characters in the tab name cannot be displayed after sharing.
13094064: In a localized environment the Reports view, Report Manager Tasks pane has untranslated strings.
13094174: Creating a new unscheduled activity where the Leader is not the logged in user sets the Leader to the currently logged in user when saved.
13094343: Add support for reports with dynamic parameters.
13094434: In a localized environment, when adding an attachment, the complete dialog box has untranslated strings.
13094508: In a localized environment, the Reports Schedule and History tabs contain untranslated strings.
14094693: The Currency Code filter should be removed from the Currency Look up.
14094751: In the Application Architect, opening the New page Wizard and using the default values causes an error.
14094759: In a German localized environment, some elements do not translate if a language locale was specified.
14094803: Running a report with a parameter that returns a large number of values causes an “Internal Server Error (500)…” error.
14094804: In a localized environment, the Support Ticket Knowledge Base Summary -Sample report contains an untranslated string.
13094920: The Saleslogix Web Client hangs when accessing entities using Internet Explorer 8 and XP.
14094932: When sending an e-mail to more than one contact using SendSLX, the attachment is only displayed as a hyperlink for one of the contacts.
14095110: The Look up Account Manager dialog box is missing the OK button.
14095112: The Query Builder Assign Condition calls the date control when select “Use Value as a literal”.
14095171: Extend the Detail view Group List to show more information.
14095178: Exporting group to Excel with reserved characters in the group’s display name displays the error “An error occurred requesting job manager: Illegal characters in path.”
14095205: In Report Manager, the DateTimeParameter prompt kind is not working.
14095217: The Saleslogix Web numeric control defaults to zero causing unsaved data messages.
14095243: Including the Return Number in a Ticket Group Layout causes the error “We’re sorry, your request could not be completed”.
14095274: Updating Opportunities from the Opportunities list view displays the error “Unexpected error occurred during the execution of a job ‘Sage.SalesLogix.BusinessRules.Jobs.UpdateEntity.job’.
14095335: In a Portuguese environment, the Tools menu, Options screen fails to load in a Firefox browser.
14095396: After moving a column on the Saleslogix Web client Reports list view, leaving, and then returning to Reports the grid does not display.
14095416: Calls that use ‚Äútypeof ActiveXObject‚ÄĚ to determine if ActiveX client support is available are incompatible with IE 11.
14095455: Numeric control cannot display percentiles as numeric values with three decimal places.
14095474: Group tabs queries should only request necessary properties instead of an entire group’s meta data.
14095482: In a localized environment the Reports list view, Schedules tab, Job Name column label is not translated.
14095493: When serializing SDataPayload the property name should be used instead of the Relationship type ResourceName property.
14095509: When sharing a group in the Web Client the Assign Owner control does not list any users, teams, or departments.
14095541: Redundant query arguments in some linked URLs Causes increased payload sizes.
14095544: Updating multiple leads when a filter is applied displays the error ‚ÄúThis job cannot run when filters are applied. Please clear all filters and try again.”
14095551: Selecting a filter in Products list view causes the error “We’re sorry, you’ve encountered an error. If applicable, please try again.
14095555: A custom filter consisting of User Look up type and operator of Contains filters the data but causes a “Can not convert object to String” error.
14095563: Users cannot share or delete their own groups.
14095574: Numeric control cannot display percentiles as numeric values with 3 decimal places. if the strict property is false.
14095580: On the Activities list view Past Due and Alarms tabs the summary view does not load.
14095581: If more than 100 users have calendar access to a user, none of those users are able to edit history records of that user.
14095599: During a Google synchronization some changes are synchronized back and forth several times.
14095605: If the Look up Control Binding Mode is set to “String”, then the retrieved “entity” object is not actually used, which means the system is making an unnecessary query.
14095606: The Role filter on the Users List view does not filter the list.
14095617: The Object of type” Eventlog error ‘System.EventArgs’ cannot be converted to type ‘Sage.Platform.Application.ItemEventArgs’.
14095639: When opening a custom filter in a list view the following error displays, Error 500 – “Could not load type ‘Sage.Entity.Interfaces.ICollection`1’ from assembly ‘Sage.Entity.Interfaces’. HTTP status: Internal Server Error”.
14095646: If an occurrence of a recurring activity is completed, synchronized to Outlook, and then the activity is deleted in Saleslogix, the activity is not deleted in Outlook during the next or any future synchronizations.
14095653: The Saleslogix.Reporting.API.dll should not log assembly binding errors for resources (*.resources).
14095688: The Application Architect should allow dragging and dropping nVelocity templates to a bundle.
14095689: The SData activities endpoint sort order is incorrect.
14095691: The SData $Schema call on the gcrm adapter returns an invalid schema import that includes concatenation of dynamic and common schemas.
14095693: The ActivityBeforeChange trigger in Oracle is not using the variable and always defaults to Activity type.
14095735: Users can modify a name field set to read only via double-click action.
14095751: Removing or deleting a contact from the contact sync group in Saleslogix does not remove the contact in Google.
14095752: Deleting an activity in Saleslogix does not delete the event in Google.
14095753: A group’s FirstRow value should not be allowed to be less than 1.
14095754: If a member of an activity declines (deletes) the activity after it has synchronized to Google the activity is not removed from Google.
14095757: The Report Export Options Excel- Data only option is missing.
14095766: Performing a mail merge to a contact brought into Saleslogix from Outlook causes the error ‚ÄúThe Mail Merge Engine encountered an error and cannot continue. The address table query is empty.‚ÄĚ
14095767: Using the down arrow to navigate pick lists with a large number of values causes the Web page to move up.
14095777: Export to Excel fails when a group name contains invalid characters.
14095780: SData feed for the activities endpoint is not working correctly for the Saleslogix Mobile and Web clients.
14095810: On an Oracle database, an error is returned when a contact updated in Outlook attempts to synchronize back to Saleslogix.
14095838: In a Windows 7 environment with Internet Explorer 11 and English UK as the default language, the Activities List view displays correctly, but a “404 File or directory not found” displays in a web debugging tool.
14095855: In a Windows 7 environment with Internet Explorer 11 and Es-Es as the default language, the user can log on, but a “404 File or directory not found” displays in a web debugging tool.
14095898: Running an Export to Excel job causes the error “QuartzScheduler_Worker-5] ERROR Quartz.Core.JobRunShell – Job SlxJobService.Sage.SalesLogix.BusinessRules.Jobs.ExportToExcelJob threw an unhandled Exception: Sage.SalesLogix.Client.GroupBuilder.GroupInfoException: There was an error executing a group’s SQL. —> System.OutOfMemoryException”.
14095911: A null reference exception message appears when hosting multiple tenants out of a single database and one of the tenants is deleted.
14095913: Implement Date/Time parameter support for reports.
14095923: When moving a contact, activities and history items are not handle as the selected options indicate.
14095924: When loading reports, some reports cause the error “An InvalidCastException” to display.
14095925: If a group has two columns with the same propertyname filters do not work correctly.
14095963: In a localized environment the Schedule Activity dialog box has two items that do not translate correctly.
14095966: On an Oracle database, the Schedule or Edit an Activity Availability tab causes a 500 error.
14096002: In a German environment there are incorrect translations on the Activities view.
14096004: The SpeedSearch.js file needs localized resource files.
14096018: Using an apostrophe in the Edit Calendar Users look up causes the error “We’re sorry, you’ve encountered an error‚Ķ.HTTP status: Internal Server Error (500).‚ÄĚ
14096021: In the Edit Calendar Users lookup window, names that contain an apostrophe display with a “\”.
14096025: On an Oracle database,unable to delete a a lead from the Lead Detail view fails.
14096029: In a Firefox browser, on the Calendar, using the right-click menu to edit an occurrence of recurring activity that does not have a subject causes the date/time, contact, account to be blank.
14096031: Adding users to each other’s teams causes a “Server Request Timed Out” error.
14096090: In a localized environment, when sending a ticket e-mail any extended characters are corrupted in the e-mail message.
14096099: In a German environment the Reports view contains incorrect translations.
14096121: When the Time Zone is set to an option using Daylight Savings timeless activities appear on the Calendar a day late +24 hours.
14096169: Undesirable activity behavior due to Sync trigger changes.
14096170: In a localized environment accessing entities causes the error “The model type: ‘Sage.Platform.Orm.Entities.OrmModel’ was not found.‚ÄĚ
14096194: In a localized environment, on the Timeline tabs, “Meeting” is not translated.
14096205: If the trigger description is null it causes an exception in the CrystalReportsJob.
14096215: Running a report with a large number of parameter values causes a Request Size Exception error.
14096232: For localized environments implement new localization .js files.
14096236: Building summary views against entities that have dynamic string properties in Unicode models will throw an exception.
14096323: For localized environments implement new localization resources for OptionsDialog.js.
14096354: Calling CompleteActivity for an invalid activity through the SData Dynamic $service call will throw a NullReferenceException.
14096522: Group layouts should include unique aliases for columns formatted as User, Owner, and PickList Item without requiring the consumer to match the alias naming logic.

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.

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

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

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

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

Comments Off on Saleslogix v8.1.0 Updates Released


 

 

 


scroll up

Hit Counter by technology news