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Sage CRM SalesLogix Tips and Tricks |
To get the most out of your Sage SaleLogix CRM software and to save you time
and money, we've compiled a list of secrets used by our professional SalesLogix
software consultants. We suggest you print this page and keep it handy as a
reference when operating your Sage CRM SalesLogix software.
Saving e-mails as SalesLogix attachments
Most people know that you can drag an e-mail from Outlook into SalesLogix and
create a history record. You probably also know that you can drag a file from
the desktop to SalesLogix and create an attachment. But did you know that you
can drag an e-mail directly from Outlook onto the SalesLogix attachments tab
and save that e-mail as an attachment? This can be helpful if you or your
customers want to maintain an e-mail's HTML formatting.
Color code your SalesLogix dates in Outlook
Do you want an at-a-glance view of all your Outlook calendar entries that come
from SalesLogix? Outlook allows you to color code calendar entries imported
from SalesLogix. If, for example, you want all your calendar events from
SalesLogix designated as important, you can select the color red and quickly
differentiate them from the rest of your Outlook calendar items.
To color code your Sage CRM SalesLogix entries:
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Go to your Outlook calendar
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Right click anywhere on the calendar
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Select Automatic Formatting
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Click Add and give it a name (i.e., SLX Items)
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Set Label to your preferred color
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Click the Condition. button
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In the Search for the word(s) field, type SLX ID
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In the In field, select subject and notes fields
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Click OK, then OK again
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Set the Default Account Owner
When creating an Account, you can change the default Account Owner to
yourself or your team.
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Open Tools -> Options Window.
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Select the Other tab.
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Change the Default Account Owner to the user or team you use most.
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Change the behavior of Activities when double clicked
The default option for double clicked Activities is to jump to the Contact.
This can be changed to open the Edit Activity dialog box.
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Open Tools -> Options Window
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Select the Calendar tab
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Change the Options -> Double Click: to Edits Activity.
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Setting up Auto Username/Time Stamp in Ticket Memo Fields
On a per user basis, you can set up an auto insert of username and time/date in
Ticket memo fields such as Description, Resolution and Internal Only. If you
set this up for a Customer Service user, whenever the user clicks into a
specific Ticket's memo field for the first time, the user's name as well as the
current date and time will be automatically inserted.
To set this up:
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Log into the client as Admin
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Under Tools>Manage>Customer Service Options, select the User Defaults tab
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Double click on a user to bring up the Change Customer Service Defaults dialog
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Check the "Datetime: Default Username/Time Stamp in Memo Field" checkbox
The format in the memo fields will be:
John Smith - 3/14/2006 2:55:48 PM (Pacific Standard Time)
Note that this will only be automatic for the first insert in a blank memo
field and subsequent notes can be manually time stamped by pressing Shift+F9.
We recommend that you not set the option that allows users to make their own
changes to the Service User Options settings.
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Minimizing the Sync Client for Remote Users
When you start a sync process, you can not minimize it by using the _ button
like you would normally minimize a window. You can minimize this window by
three other means:
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If it is available, push the "Show Desktop" button in your Quick Launch bar,
usually next to the Start button.
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While the sync client is selected, push the corresponding button on the task
bar, usually between the Quick Launch and System Tray/Clock.
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Push the button combination on your keyboard: "Windows Button" - M, also good
for minimizing everything.
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Shortcuts using the Sage CRM SalesLogix SpeedSearch
Selecting any text in the SalesLogix client or Support client, and then
launching the SpeedSearch Client from the toolbar will prepopulate the search
criteria.
If SpeedSearch is launched from the toolbar of a client, and the mouse cursor
remains over the client toolbar, focus will be set on the original application.
This may make the user think the SpeedSearch client has disappeared.
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Outlook Jail/Missing SalesLogix Buttons
Sometimes the "SendSLX" button can disapear from your Outlook email message.
Outlook 2002 and 2003 has a "jail" for bad COM dlls. There's a good chance
slmn.dll got put there. In Outlook click Help, About, then "Disabled Items."
From there, take it off the list and then restart Outlook for the changes to be
made.
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Account-Ticket Management Tip
Do you have a standard group of accounts that you constantly open tickets for?
Eliminate the step of searching for these accounts and have your users create
an ad hoc group for the accounts that call in regularly. Your service reps will
have access to them at the click of a button.
Users can also set that group to show each time they open Saleslogix.
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Open Tools -> Options -> Lookups & Groups
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Select "Account Details" under General settings for "Show on Startup"
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Under the Default Group select your desired ad hoc group for the default group
field.
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Repairing the "Send SLX" button in 6.2
The Send SLX button does not display in Outlook 2000 if Word is selected as the
e-mail editor. To display the Send SLX button, clear the option in Outlook to
use Word as the e-mail editor. With Outlook 2002(XP), the Send SLX button will
display with or without Word selected as the e-mail editor.
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Resetting GMT in 6.2
The GMT Conversion is run from the Upgrade Bundle. Prior to running the GMT
Conversion, you must complete the following tasks:
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Reboot the Administrative Workstation and (if applicable) your SQL Server.
Rebooting reclaims memory and improves performance during the GMT conversion.
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Disable any unnecessary triggers. When the GMT conversion updates a DATE/TIME
field, any enabled triggers will be executed, slowing the update process.
Except for those added through customizations, there are no triggers in the
SalesLogix database.
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Close all programs and turn off all screen savers or anti-virus programs that
may interfere with the conversion.
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Depending on your version of SQL Server, set the following options:
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(Microsoft SQL 2000) Set the Recovery Model to Simple.
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(Microsoft SQL 7) Select the Truncate log on checkpoint option and clear the
Select into/bulk copy option.
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Sharing Groups in SalesLogix 6.2
In version 6.2, if the Administrator makes an update to shared group, he or she
no longer needs to go into Architect to update the release of the group as
needed to occur in previous releases. In 6.2, after modifying the group, the
Group owner simply needs to select the Group in list view, right click on the
Group name and then select Share Group from the Quick Menu. The next step is to
highlight the User(s), Team(s) or Everyone and click OK. Note that if the Group
is released to multiple Users or Teams that this series of steps has to be
repeated for each one. This functionality is accessible to all users as well --
a regular user can now share and update a group.
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Retiring Users in Versions 5.x and 6.x
If a SalesLogix user leaves the company, be sure you do not delete that user in
Workgroup Administrator in order to free up a user license. You can retire the
user so that Notes/Histories entries are permanently attributed to that user in
the database (as opposed to being attributed to Unknown User, as they would be
if the user is simply deleted).
Before retiring a user, use Territory Realignment to realign that user's
Accounts and Activities. Then, right click on the user and change the user type
to Retired.
| Activity/History |
Toolbar |
Shortcut Keys |
| Insert a new contact/new account |
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Insert |
| Insert a new opportunity |
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Shift + Insert |
| Insert a note |
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F9 |
| Insert a new ticket |
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Ctrl + T |
| Schedule a phone call |
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Shift + F3 |
| Schedule a meeting |
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Alt + F3 |
| Schedule a to-do |
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Ctrl + F3 |
| Open the Activity Notepad |
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F6 |
| Complete an unscheduled activity |
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F3 |
| Navigation |
Toolbar |
Shortcut Keys |
| Go back to the previous item viewed |
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Ctrl + Shift + PgUp |
| Go forward to the next item viewed |
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Ctrl + Shift + PgDown |
| Display a history of items viewed |
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Ctrl + Shift + Home |
| Display list/Display detail |
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F8 |
| Display list/detail split view |
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Ctrl + F8 |
| View the next record in a group |
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PgDown |
| View the previous record in a group |
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PgUp |
| Activity/History |
Toolbar |
Shortcut Keys |
| View accounts |
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Shift + F7 |
| View contacts |
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Shift + F6 |
| View opportunities |
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Shift + F8 |
| View tickets |
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| View activities |
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F7 |
| View calendar |
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F4 |
| Activity/History |
Toolbar |
Shortcut Keys |
| Insert a username/date/time stamp |
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Shift + F9 |
| Open a pick list or lookup |
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F2 |
| Open context-sensitive Help |
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F1 |
| Open Quick Find or Lookup |
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(Quick Find) Ctrl + F |
| Open SpeedSearch |
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Shift + Ctrl + F |
| Refresh the current view/Refresh all views |
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F5/Ctrl + F5 |
| Send Outlook e-mail and save to SLX |
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Ctrl + H |
| Write an e-mail |
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Ctrl + N |
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