SalesLogix Cloud Advanced Analytics Axis Selector Demo [Video]
This demo walks through the SalesLogix Cloud/Web Advanced Analytics Axis Selector.
View ArticleSalesLogix Cloud Advanced Analytics Visualization Options Demo [Video]
This demonstration will take you through Advanced Analytics Visualization Options for SalesLogix Cloud/Web.
View ArticleSalesLogix Demo Advanced Analytics ShowHide Legend Control Demo [Video]
This demo looks at the ShowHide legend control of Advanced Analytics for SalesLogix Web/Cloud.
View ArticlePower2Projects for SalesLogix Web/Cloud Task Templates Demo [Video]
This demo will review the Task Template feature of Power2Projects for SalesLogix Web/Cloud.
View ArticlePower2Projects for SalesLogix Web/Cloud Analyze Project Demo [Video]
This video demonstrates the ability to analyze projects on a bar chart using Power2Projects for SalesLogix Web/Cloud.
View ArticlePower2Projects for SalesLogix Web/Cloud Timeslips Demo [Video]
This is a demonstration of the ability for users to record their billable time against a project task using the Timeslips feature of Power2Projects for SalesLogix Web/Cloud.
View ArticleAdvanced Analytics for Sage SalesLogix Demo [Video]
Sage SalesLogix Advanced Analytics is a powerful, yet easy to learn and use interactive analytics solution that enables you to increaseorganizational and customer intelligence, shape strategic...
View ArticleSalesLogix e-Marketing Drip Marketing Integration Demo
Learn how to add and remove targets from a Drip Marketing campaign as well as how to sync the results back to a SalesLogix record using the Drip Marketing feature of e-Marketing.
View ArticleSalesLogix/Cloud Web Administration for Secured Actions Demo
Watch this video to learn more about Secured Actions administration in SalesLogix Web/Cloud.
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Sage SalesLogix Mobile 1.2 Enhancements Coming
Sage announced the upcoming SalesLogix Mobile 1.2 release that continues the evolution of their mobile solution. Key highlights of the 1.2 release include faster navigation, one click pick lists,...
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Link Multiple Contacts to a single Activity record
Customer FX has created a new capability for the Sage SalesLogix web client that enables you to link multiple Contacts to a single Activity record. Once the Activity is completed, a separate History...
View ArticleVideo: SalesLogix v8 Cloud and Mobile Clients
New features and functionality. SalesLogix v8 has been officially released, and the Cloud and Mobile clients have many improvements of which you should be aware. Watch this video to learn more:...
View ArticleVideo: The Top 9 Ways to Optimize Your SalesLogix Web or Cloud Client
In this demo we will review the most effective ways to improve the performance of SalesLogix Web and Cloud. -Brianna
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NEW – Adaptive Saleslogix client for Outlook
Coming shortly after the SalesLogix 8.1 release is the all new “Adaptive Client” embedded right within Outlook. When you highlight an email it automatically pulls the related data from SalesLogix...
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Saleslogix Integration with Google – WOW!
Saleslogix will be releasing their Google Integration this month and from what I have seen, it is fantastic, way beyond what I thought was possible. It is much more than just email integration, you...
View ArticleSalesLogix 8.1 Job Service Scheduling Executions Error Resolution
Often times a web implementation will have an application server that is used to deploy the web portals to a web host server. When the Saleslogix web client and SData portals are deployed and then...
View Article*UPDATED* Infor CRM Update 04 Due to Release in November
*We learned today that there will not be an 04 update in general release. Instead, they are combining 04 into 05 which is due out late December. Core 04, Model 04 and SNC 04 updates are all due out...
View ArticleHow do I wrap text in Textboxes in Infor CRM (formerly Saleslogix)?
Question: Recently an Infor CRM administrator contacted me in regards to many of their textboxes for Notes in the Infor Client. The issue was that when typing in the Notes fields, the text would...
View ArticleInforCRM 8.1 (formerly SalesLogix) SpeedSearch Repair
If the Speedsearch Server is returning an error “Unable to locate the SpeedSearch Directory” and the path the system returns is \server\SaleslogixSpeedsearch the only solution is to reinstall the...
View ArticleHow do I remove users from my Infor CRM system (formerly SalesLogix)?
Question: I had an Administrator ask me for the steps they needed to take in order to remove a user from the Infor CRM system. Answer: First of all, you do not remove a user from Infor CRM, you...
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