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April 28th, 2015 by Teri Unger
If you are an Infor Cloud customer your URL has changed or will be changing as they re-brand Saleslogix to Infor CRM.  If your Xbar has stopped working and your URL information has changed this may be the culprit.  The web client OLD URL will be accessible for 14 days after the change utilizing a website redirect.  Xbar will not function correctly with that redirected URL. For cloud users that were recently migrated to the new URL, you were sent an email informing you of that change to connect to the website along with some desktop manager and Outlook connector changes.  These too are impacted by any URL change, but the one item that was missed as part of the integration changes was the Xbar configuration. When you first installed the Xbar you were shown the initial log-in screen for Xbar.  But what if you need to change the URL information and its not showing like the initial login screen but you are getting a connection error?  By clicking on the SETTINGS button on the Xbar (highlighted yellow below) you can open the configuration settings and review the URL’s used by Xbar. The published changes for the cloud customers are as follows: (http or https) o  If your current URL is: yourcompany.saleslogixcloud.com
ORIGINAL LOG IN SCREEN FOR XBAR:
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.
Comments Off on Infor CRM(Saleslogix) Xbar and Connectivity
December 16th, 2014 by Janetta
Xbar 1.1.1 New Features: The first thing you will notice after the installation of Xbar is the branding to Infor CRM (blue) and which replaced the previous Saleslogix look and feel.  Secondly, the installation features have been updated and many of you will be thrilled with the Enterprise features. Enterprise Installer will provide for Silent Install/Uninstall and Install from a Network Location along with Localized Installers and Windows Authentication. The practical usage improvements start with being able to Complete Actions in Saleslogix from Xbar such as Completing Meetings and To Dos (any scheduled activity).  Complete Activity in Infor CRM You can now Add a quick Note to Infor CRM from Xbar.  Add Note to Infor CRM  Duplicate Contact in Infor CRM Another small but great new feature is being able to tell if the person is a Lead or Contact and if there are duplicate records in Infor CRM (L for Lead and C for contact).  Lead Record in Infor CRM You can also choose to add the address from the Account to a New Contact record when creating through Xbar. How many times do you find out about New Contacts through e-mail interactions? You can select the signature of this new Contact and drag on to the Xbar surface to create a New Contact or New Lead. What a time saver! The Global Search Improvements provide added filters for entity-related drill down such as searching for a person both in Leads and Contacts at the same time.
You can now jump directly from Xbar Ticket or Opportunity view to the full client version of that Ticket or Opportunity if needed.  How incredible to be able to capture New Tickets and New Opportunities directly from inside of Outlook (original feature but just hit me again how powerful this feature is to most).  I know many of you find out about new Opportunities and issues for starting Tickets through e-mail.  Did I say this tool was practical already? Did I also remind you Infor CRM is CRM built for a purpose? It is one thing to see flashy and cool features in CRM software but it is completely different to see features built for business and be cool at the same time! You  have added individual default settings such as changing the default filter in the Member View which will default to All, From, or To and limit the number of records pulled back as set by you. Through the Common Settings you can change the language preference. You can also launch the LAN client now, in addition to the web client,  when needing to access your CRM. Compatibility: 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.
Comments Off on Xbar v1.1.1 Released for Infor CRM (Saleslogix) with Practical New Features
September 12th, 2014 by Paul
If you are planning to use the new Saleslogix Xbar in your daily Saleslogix usage, we want to offer some preparations and considerations for installing and configuring your Saleslogix Xbar to make it work as designed.
In late June 2014, Saleslogix released a new valuable tool for Saleslogix customers, and this tool has created quite a stir. The new tool is called Saleslogix Xbar. Saleslogix Xbar for Outlook is an add-on for Saleslogix that is designed to be a purpose-built application (PBA) to allow CRM features of Saleslogix to be accessible directly within Outlook. This accessibility’s main purpose is to increase adoption and productivity right where users work. We want to help your end users get up and running with Saleslogix quickly and smoothly. Here are a few tips to make for an easier installation process: Tip 1: Confirm that you have the right version of Saleslogix in place before doing anything. – Xbar currently works with Saleslogix v8.0.0 and v8.1.0. Tip 2: Confirm that you have the right version of MS Outlook in place. – Xbar currently works with MS Outlook 2010 and MS Outlook 2013. Tip 3: Confirm that you have the SData portal deployed and operational. – Saleslogix Xbar is not dependent on the Saleslogix Web Client, but it does need the SData portal deployed and operational. Tip 4: Before you install, turn off UAC. – Turn off UAC (User Access Control) in Windows for the logged in user. Go to: Control Panel\User Accounts\User Accounts Note: Need to adjust UAC to “Off” for the duration of the installation task and return to previous settings after installation is complete. Tip 5: Make sure that you install from a local location. -Copy the installation files, compressed, to the local machine. -Un-compress the file locally for the duration of the installation. No mapped drives please. Tip 6: Match up the installation to Outlook bit edition. – Use the install version that matches to MS Outlook bit edition, and not Windows, for instance. Tip 7: Close MS Outlook before the installation tasks. We want you to have the best experience with installation and configuration as possible. If you follow the few simple tips above, you will have an easy installation for the tool and will experience fewer issues getting started. To request a demonstration of the Xbar: http://www.simplesoft.net/sagesaleslogixcrmppcfreedemo.asp To register for a demonstration of the Xbar: http://www.simplesoft.net/trainingregistration.asp?regtype=cal&id=313 To find out “how to” request Xbar, if you are a Simplesoft Saleslogix customer with an active agreement: http://www.simplesoft.net/blog/index.php/2014/07/saleslogix-xbar-available-from-simpleoft-solutions/ To read other Saleslogix Xbar blog articles: http://www.simplesoft.net/saleslogixxbar.asp To preview the Xbar Data Sheet, click here: http://www.simplesoft.net/downloads/marketing/product/Saleslogix%20Xbar%20Data%20Sheet.pdf If you want to explore more Saleslogix information: http://saleslogix.com/crmthreads/ 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.
Comments Off on 7 Tips to Make Your Saleslogix Xbar Launch Successful
August 5th, 2014 by Janetta
Simplesoft Solutions, Inc., along with Swiftpage management, celebrated their 20th business anniversary, at a signature event hosted on July 15th at the Wetherington Golf and Country Club. Included in the celebration was the exciting opportunity to showcase the new Saleslogix Xbar for Microsoft Outlook®, as well as recognizing newly established Simplesoft awards highlighting customer success with Saleslogix. When asked what has contributed to his company’s success, Don Menrisky, President of Simplesoft Solutions, Inc., expressed his thoughts, “Our emphasis on long term relationships, getting to know our customer’s businesses and our exclusive partnership with Saleslogix has contributed to the longevity of Simplesoft. I am glad everyone could celebrate this event with us.” Simplesoft presented multiple awards to local companies and their employees. Please take a look at many photos from the event and highlighted award winners. “Excellence with Saleslogix” winners were employee awards to individuals within Simplesoft’s customers’ businesses that have shown superior Saleslogix development and administrative skills and support:
“Business Vision with Saleslogix” awards were given to companies that have incorporated Saleslogix into the fabric of their businesses in unique ways and therefore were worthy of an award for their work:
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.
Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC ©2014 SalesLogix, N.A., LLC. All rights reserved. Saleslogix, and the SalesLogix, N.A. product and service names mentioned herein are registered trademarks or trademarks of SalesLogix, N.A., LLC, or its affiliated entities. All other trademarks are property of their respective owners. Compatible with Saleslogix v8.0 and Saleslogix v8.1. Compatible with Microsoft® Outlook® 2010 and 2013 desktop versions. Saleslogix customers must be on a current Saleslogix Business Care plan to be eligible to receive Saleslogix Xbar at no additional charge upon release. Initially available in English only with other translations to follow. Please contact your Saleslogix Certified Business Partner for updates. Comments Off on Simplesoft Solutions, Inc. Celebrates 20-Year Milestone and Presents Saleslogix Awards for 2014
July 29th, 2014 by Janetta
All of the anticipation has been worth it! We are pleased to make the Saleslogix Xbar for Microsoft® Outlook® available to our customers who are current on their business care plan with Saleslogix. We would also like to invite you to attend a Saleslogix in Session – Xbar Webinar. This webinar is scheduled for Tuesday, August 19th from 2:00 pm EST to 2:45 pm EST. Paul Hansford will walk you through the installation and configuration preparation. We have also created a checklist for complete “do-it-your-selfers” out there. Finally, if you need assistance through our services, just give us a call. If you are not on Saleslogix v8.0, Saleslogix v8.1, or you are not on a business care plan, we can help. Comments Off on Saleslogix Xbar Available from Simpleoft Solutions
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