5. (History) History by Contact: Have you ever wondered if you can find not only who made the last change to a record, but what it was that they changed? Or maybe you changed a value, and now you want to change it back, but you can’t remember what it was. Use this report to see a list of all history—including database changes— for any account to which you have access. Now you no longer have to bribe your SalesLogix Administrator to look up something for you, and instead you can keep those reindeer-shaped cookies and almond bark pretzels all to yourself!

4. (Labels) A4 Avery L7159 – Address: Getting ready to send out office holiday cards of you and your staff dressed as adorable penguins wearing Santa hats? Make distribution easy by printing address labels for all of the contacts who made it on your “Nice” list this year.

3. (Sales Order) Sales Order Detail: Don’t have ERP Link configured yet? Surprise your back office staff with printed sales orders rolled up as stocking stuffers!

2. (Ticket) Support Ticket Knowledge Base Summary – Sample: What better activity to plan at the holiday office party than ticket knowledge base trivia?! The winner gets to pick a prize from the Ugly Christmas Sweater trunk.

1. (Opportunity) Competitor By Opportunity Status: Nothing says holiday spirit like finding out who your top competitors are and leaving a flaming fruitcake at their doors.*

*Do not actually do this. In fact, Sage is not responsible for cavities, embarrassment, paper cuts, regret, injuries, or any other consequence from reading this list. We hope you learned something about the power of reports! Happy Holidays!

Check out some of the results of the survey in the graphic to the right.

Note: Full survey responses are reserved for Sage SalesLogix Partners and are posted on PartnersOnline with other 2011 Boot Camp materials.

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Execute a group based on its plugin ID:
/slx/system/-/groups/$queries/execute?_groupId=p6UJ9A0004TS

Execute a group based on its family and name:
/slx/system/-/groups/$queries/execute?_family=Account&_name=All Accounts

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Why are “_groupId” and “_family” underscored? Nathan (SData expert) joins the SData discussion from Melbourne via Skype and tells us why:

• Set user defaults for ticket entry and ticket.
• Automatically assign users to tickets based on the selected Area.
• Set up an approval process for SpeedSearch submissions.
• Identify which Customer Service options apply to a LAN only environment and which options can apply to both LAN and web.

Here are some of the dialogs we cover:

Customer Service User Defaults

Service/Support Tab for Office Profile

Service/Support Tab for User Profile

To help make this process easier, I created this Sage SalesLogix security comparison chart. SalesLogix experts and n00bs alike, tell me what you think. Did I miss anything?

If you install SalesLogix on a 64 bit machine (Windows server of course), you are told that you need to change your application pool mode to “classic.” This instruction is on page 93 of the current implementation guide. It seems that this would be a huge hindrance to performance for your website. That isn’t the case with this particular setting. The Managed Pipeline mode tells IIS how to handles requests. By default IIS 7 will use a single pipeline for all code and this pipeline is tightly integrated with ASP.NET, which I assume means better/faster. This mode does not have anything to do with memory instead it adds the ability for IIS to run some legacy modules.

What about the Allow 32 bit applications setting? Same deal here, we have some modules that will not run in 64 bit mode like the provider and groupviewer. So does this mean in 32 bit mode my website is only getting 2 gigs of Ram? yes it does but not really.

Good practice?

Each application pool is assigned that 2 gigs of memory. You can place SData, SlxClient, and processhost in their own app pools. The same goes for any other virtual directory. In their own app pool each virtual directory will get its own 2 gigs of memory. Not too bad, but you can always up that to 4 gigs with a registry setting.

An easy solution? Well it isn’t necessarily a solution, but an easy way to get your website some more memory. You need to match these application pool settings in Application Architect since AA will by default use the same app pool for all portals.

I bet the fix is to get those modules rewritten or modified so they are not 32 bit or classic mode dependent.

But wait there is more

According to Stuart Carnie who ran a dumpbin on w3wp.exe on a 64 bit machine w3wp is large address aware and does get 4 gigs be default.

I think we have a good solution worked out. Is this how you do it? Is my explanation off somewhere? I am not an expert in IIS by any means, so please add your comments!

…In this corner of the ring we have the newcomer: Web Admin. It’s light, it’s bright, and it’s quick on its feet. But is it a match for the ever-faithful, ever-powerful LAN Admin? Round 1: *DING!*

That concept is all wrong. The Web Administrator is not necessarily designed to replace the LAN Administrator; in fact, both toolsets are actually very complementary [and complimentary] to one another.

OH: “Web Admin, you look very nice today. LAN Admin, you are just too kind.”

But what if you have both a LAN and Web implementation of SalesLogix—when should you use either tool? Or what if you have a Web-only implementation—do you still need the LAN Administrator? Let’s explore.

Web Only Implementation

Even if your sales staff does not use the Network Client, you (as the administrator) still need to rely on the LAN Administrator for some tasks—like managing SpeedSearch indexes, cutting Remote databases for Offline Web Clients, or adding licenses, just to name a few. But the Web Administrator is still a great tool to rely on for light-weight tasks like adding a user or changing product pricing because you can use the Web Administrator from any computer (even from your mobile device), and it saves you from having to remote into your SalesLogix Administrative workstation or server. It is also great for delegating small, data-entry tasks—like managing pick list items or lead sources—to standard users so that they can complete them without any assistance from you.

LAN and Web Implementation

If your sales staff uses a mixture of LAN and Web Clients, the same scenario above applies. The difference is that in order to give LAN users administrative features, you can grant them access to the Tools > Manage and Tools > Maintenance menus through Function Security, whereas to give Web users administrative features, you can assign them to a role. Roles rely on secured actions and are specific to the Web Client only.

Here’s a short video to explore the toolset and compare it against the LAN counterparts so that you can identify how or when you might use each tool. (This video is best viewed in full screen, HD mode.)

For more information and other videos like these, visit the Sage SalesLogix Administrator’s Subscription page.

The implementation steps include:

1. Install the Sage SalesLogix Mobile v1.1 Bundle.
2. Deploy the SLX Mobile Portal and the SData Portal.
3. Define the Default Document.
4. Send the Mobile Portal URL to Users.

If you plan to make customizations to the out-of-the-box mobile site, be sure to read this post on GitHub download tips and this post on customization tips.

The idea is on the User details I wanted to show the tasks assigned to that user through the project. In this scenario the project is assigned to the user. The task user is not the correct user.

So the relationship looks like this:

Users -> Projects -> tasks

Users has a .projects, but I cannot get the tasks to show using a traditional datagrid so I used a very simple HQL Query.

Add the HQL Data source to the page and the query can be as simple as (from) “Projects p inner join Tasks t”

The relationship is already defined, so we do not need to SQL “on p.projectid = t.projectid”

Now we can set our columns to whatever we want to show in the grid, add the grid and we are on our way.

Simple.