Author Archives: Ron Fisher

Crystal Reports Dynamic Parameters for SalesLogix (and all)

By Ron Fisher | Published: February 13, 2012

In Crystal Report Xi one can set up Dynamic Parameter; however there are three limitations to doing so. First there is limit to the number records that can be returned. Second dynamic parameters do not include filters. Lastly, sometimes users want an “All” or “None” feature. 1) Add a registry value to exceed the 1000 [...]

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SalesLogix Advanced Analytics : Unable to Open Tibco Spotfire Professional Client During Install

By Ron Fisher | Published: January 28, 2012

Following the Sage SalesLogix Advanced Analytics Installation Guide, I was stymied in logging into the Professional Client during the step: Testing the custom authentication. What was happening during Configuring the Spotfire Server for Sage SalesLogix? In this step one sets up: Authentication Tab Data Source Templates tab User Directory Tab Impersonation Tab Login Behavior tab [...]

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Avery Label 5168 Crystal Report for SalesLogix

By Ron Fisher | Published: December 17, 2011

For the holidays, a customer requested an Avery Label 5168 Crystal Report for SalesLogix. I thought I would share it with everyone. Avery 5168

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SalesLogix : Transaction Log for Database ‘SalesLogix’ is full

By Ron Fisher | Published: October 31, 2011

We see this fairly frequently. The issue is caused by having your SalesLogix database in Full Transaction mode. Consequently you are tracking all changes. This is good, but you don’t want these changes for the life of your system. A properly configured SQL Server database has maintenance plan that Shrinks the DB, Re-Indexes the tables [...]

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SalesLogix Mobile Opportunities Do Not Display

By Ron Fisher | Published: October 16, 2011

After deploying the out of the box SalesLogix Mobile, opportunities failed to display. After using FireFox with Firebug installed: the issues were readily apparent. 1) The value for AddToForecast must be  T or F and not null 2) The ResellerID value must either be a valid SalesLogix AccountID or Null. It cannot be “” (blank [...]

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Announcing eCopierCRM for eAutomate

By Ron Fisher | Published: October 16, 2011

Profiling Solutions announces its updated integration between Sage SalesLogix and Digital Gateways’ eAutomate  http://www.e-automate.com/. Managing a large sales group can be a challenge.   eCopierCRM simplifies the challenge by providing end-users a robust and full featured tool and management the ability to monitor and evaluate the effectiveness of sales effort.  eCopierCRM combines Sage SalesLogix with a [...]

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SalesLogix OLE DB Connection failing to open

By Ron Fisher | Published: October 16, 2011

When the third-party application (visual basic application or asp page on a website )  fails to connect to SalesLogix, I generally hear how SalesLogix is the cause of the problem (even when SalesLogix is not installed on the machine). Upon reflection, we generally find that the issue was not SalesLogix but rather an incomplete set up. [...]

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Custom Actvity Types in the SalesLogix LAN

By Ron Fisher | Published: October 2, 2011

Customers often request a custom Activity Types beyond the basic Phone Calls, Meetings, Emails and ToDos. Common examples of activity types requested include Cold Calls, Conference Calls, Investor Meetings, Mail Merges etc. If one is populating the History Area via code, then one merely needs to update the Activity Type Code Picklist. Remember to update [...]

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LAN Datagrids – Grouping Panel and Current ID Record

By Ron Fisher | Published: September 14, 2011

If looking for the current ID value of a SalesLogix Datagrid: Dim strBindid strBindID = dgOpenFundsStatus.GetCurrentField(“OPENFUNDSID”) If strBindid <> “” then    dgOpenFundsAudit.BindID = strBindid Else    dgOpenFundsAudit.BindID = “xxxx” End if dgOpenFundsAudit.Refresh If looking to have your DataGrid Group ShowGroupPanel =True ‘ The grouping of the Header is based on the GroupIndex selected. ‘The [...]

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