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Install and Configure Desktop Integration for the Web Client
Category: Admin – LAN/WebSubcategory: v7.5.xInstall and Configure Desktop Integration for the Web ClientThis video shows you how to install and configure desktop integration for the Web Client on a Community Technology Preview (CTP) version of Sage SalesLogix.Launch Video Duration: 8:38 minPublication Date: 2010/04/19
Create a Bundle that Contains Other Bundles
Category: Admin – LAN/WebSubcategory: V7.5.x Create a Bundle that Contains Other BundlesThis video shows you how to create a bundle that contains other bundles. This process can be useful for project backups, pre-service pack steps, and it is a good practice when considering SAS or SOX compliance. You will learn how to: Create a new master project. Merge a bundle into the project. Merge a second bundle into the project and select the bundle merge position. Set the bundle install order. Save the master bundle project. Launch Video This is not a new feature for v7.5.2; you can apply these steps to Sage SalesLogix version 6.2.x or higher.Duration: 9:04 minPublication Date: 2009/09/30
Create a Contact Process
Category: Admin – LAN/WebSubcategory: V7.5.xCreate a Contact ProcessThis video shows you how to create a contact process to schedule a phone call to follow up with contacts after a trade show to discuss a new product.Launch Video Key Concepts SalesLogix users use contact procesess to help them perform repetitive tasks, implement a sales procedure, or automate customer follow-ups. Contact processes can only be created by the Administrator using the Architect; they must be released before they are available to users. You can include any of the following types of tasks in a process: Activity Output Decision Plugin Contact processes and sales processes are unique types of workflow. Ask your trainer about training courses that show you how to set up process orchestration for other entities. Duration: 6:13 minPublication Date: 2009/05/09
Log On to the Administrator
Category: Admin – LAN/WebSubcategory: V7.5.xLog On to the AdministratorThis video shows you how to log on to the SalesLogix Administrator using the Evaluation connection, and then launch the SalesLogix Setup Assistant.Launch Video Key Concepts To log on to SalesLogix, you must have the following information: 1) SalesLogix Username, 2) SalesLogix Password, and 3) Name of the database connection you are using. The username admin has full rights to everything. The default password is password (on a production database) and [blank] (on the Evaluation database). Passwords are case-sensitive. To change a password, log on to the SalesLogix Client and click File > Change Password.Duration: 1:06 minPublication Date: 2009/05/09
View Licenses and Office Information
Category: Admin – LAN/WebSubcategory: V7.5.xView Licenses and Office InformationThis video shows you how to open the System view to see where licenses and office information reside.Launch Video Key Concepts There are 3 primary licenses available that unlock SalesLogix features: 1) Standard, 2) Advanced, and 3) Premier Additional licenses are available to determine the number of users and add-on functionality. For training purposes, your trainer has entered an Evaluation Key, which unlocks the Premier license and several user and add-on licenses so that we can explore all SalesLogix features. Because your trainer has already completed this step, let's just go in and see where you can add licenses or enter office information.Duration: 1:08 minPublication Date: 2009/05/09
Set Logging Paths
Category: Admin – LAN/WebSubcategory: V7.5.xSet Logging PathsThis video shows you how to set the logging paths for the Library and Documents folders in the Administrator.Launch Video Key Concepts Logging folders are required for SalesLogix implementations. Use this folder structure: C:\SyncLogs\Library, C:\SyncLogs\Documents, C:\SyncService Your trainer has already created and shared the folders -- you just need to set the paths in the Admininstrator. Duration: 1:41 minPublication Date: 2009/05/09
Add Users
Category: Admin – LAN/WebSubcategory: V7.5.xAdd UsersThis video shows you how to create new SalesLogix users. You will create a new user for the manager of the Sales department, Dave Nero, who is the manager from the Atlantic region working in the Sales department.Launch Video Key Concepts Every SalesLogix user profile you create requires a license. There are 3 main license types available: 1) Named User - use for Network and Remote users, 2) WebViewer User - use for Web viewers with read-only access, 3) Concurrent - use for sharing licenses among multiple users A user profile determines everything about a user's identity and permissions--including the user's manager. Duration: 5:06 minPublication Date: 2009/05/09
Configure Intellisync
Category: Admin – LAN/WebSubcategory: V7.5.xConfigure IntellisyncThis video shows you how to configure Intellisync to synchronize SalesLogix and Outlook data.Launch Video Key Concepts Intellisync is an optional feature. Intellisync provides more options than AOI for synchronizing appointments, to-do's, and even contacts--as well as specifying the data direction (import, export, sync). Do not use Intellisync and AOI at the same time. To configure Intellisync, deploy the Intellisync portal using the Application Architect--even if you do not plan to use any other Web components. Duration: 6:30 minPublication Date: 2009/05/09
Web Administrator - Pick Lists
Category: Admin – Web OnlySubcategory: v7.5.4Web Administrator - Pick ListsA pick list is a list of values that you can select from when entering data in a SalesLogix field. For example, in a contact Title field, the user can select from a list of titles rather than typing in a value. Pick lists are useful because they eliminate keystrokes and encourage correct, consistent data entry—that way you don’t have one value for President and another value for Pres. When pick lists are synchronized, they provide consistent information across databases.This video shows you how to use the Web Administration Pick List feature. You will learn how to: Modify pick list options and items Add a new pick list Launch Video Refer to the course workbook to learn background information about managing pick lists—such as what they are and what options are available to change.Duration: 4:10 minPublication Date: 2010/09/06


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