SalesLogix Technical Support Knowledge Base

Factoids

Number 1:
To populate the AccountSummary table with records that appear in the Account table but somehow don't appear in the AccountSummary table, run the following SQL statement against the database.
INSERT INTO ACCOUNTSUMMARY
SELECT ACCOUNTID, TYPE, ACCOUNT, SECCODEID, FROM ACCOUNT
WHERE ACCOUNT.ACCOUNTID = 'xxxxxxx'
The 'xxxxxxx' denotes the specific ACCOUNTID of the Account that appears in the Account table but not the AccountSummary table.

Number 2:
Fields set up of type SHORT INTEGER can not be queried on. Therefore, if it appears that you can not drag a field down into the Conditions tab of the Query Builder, it probably means that the field is of type short integer.

Number 3:
When creating a new database to replace an existing Remote User's corrupt database, make sure that the Remote User synchs and the Sync Server is cycled before the new database is created for them. This way, the most current changes contained in their old remote database are applied to the host database prior to database creation.

Number 4:
Per Microsoft's guidelines, MS SQL Server CAN NOT be installed and running on the same machine as MS Exchange Server (any version) since they are both highly competitive for system resources. If this situation already exists, you would need to install MS SQL Server Service Pack 3 and then install the "hot patch" for MS SQL Server that resolves the issues that the Borland Database Engine (BDE) configuration utility has with MS SQL Server SP 3 and Blobs. See the MS SQL Server Database Configuration section for more details on MS SQL Server SP 3.

Number 5:
At this time, Processes within SalesLogix do not support the use of Word 97 templates for the document task. The SalesLogix Word Processor and SalesLogix templates are the only ones currently supported by the document task in Processes.

Number 6:
The default area code used by SalesLogix if none is entered in any phone number field is 602. If there is a modem installed on the machine, the default area code used in this set up will be used in SalesLogix. The default of 602 is hard-coded and can not be changed without having a modem installed.

Number 7:
When using the Word 97 merge field dialog to create Word 97 templates, Word 97's Date/Time field must be used. This differs from creating SalesLogix templates since we provide a Date/Time field in this instance.

Number 8:
In Literature Fulfillment, the Total Cost Column does not sort properly due to the currency format.

Number 9:
In Literature Fulfillment, the pick list for the Print Label field includes labels, envelopes, and other reports (i.e. Contact Summary, Contact Detail, Contact List). These other reports can be printed when no Literature Requests are displayed or when processing Literature Requests.
To print reports when no Lit Requests are displayed:
Select the report and click the fulfill Button. When the Report Preview view displays, click the print icon and then click next. The report and cover/list will then print. The report contains the information for all applicable record(s) from the database.
To print reports when processing Lit Requests:
Select the Lit Request(s) to be processed and select the report you would like to print. Click the Fulfill button. When the Report Preview view displays, click the print icon and then click exit. The report and cover /list will then print. The report will only contain information applicable to the records associated with the Lit Request(s) processed.

Number 10:
When a template has Address Merge Fields that have been inserted from the Address tab, the Select Address dialog box will appear and prompt you for an answer. Therefore, when processing a Literature Request using such a template the dialog box will appear for EACH request being fulfilled. For example, if the Lit Request group being processed contains 10 contacts and the Handle Local option is selected, this Select Address dialog box will appear 10 times. Therefore, SalesLogix would advise that only templates containing Address Merge Fields inserted from the Contact Tab be used in Literature Requests and Fulfillment. This way, the Address Merge Fields dialog will not display.

Number 11:
A record is inserted in the Notes/History Tab after a Literature Request has been processed. This item contains a Regarding field that will display different information depending on whether the Lit Request is handled locally or not.
If the Lit Request is handled locally:
The Regarding field would begin with the word Fulfilled and then the description entered in the Description Field of the original request. For example, if the user making the request enters "Letter with Company Brochure" in the Description Field, the Regarding field of the Notes/History item will contain "Fulfilled: Letter with Company Brochure" after the request has been fulfilled.
If the Lit Request is handled by Literature Fulfillment (not locally):
The Regarding field would begin with the way that the request was processed and then the description entered in the Description Field of the original request. For example, if the user making the request enters "Letter with Company Brochure" in the Description Field, the Regarding field of the Notes/History item will contain "Fulfilled: Letter with Company Brochure" after the request has been fulfilled. There are 3 ways that a request may be processed:
Fulfilled = The list of Literature and Cover Letter selected where printed.
Completed = Nothing was printed but the items were sent.
Rejected = The requested items were not sent.

Using MS Fax with SalesLogix

Important Things to Remember

MS Fax being a Microsoft product, requires Microsoft Exchange. The Windows 95 help files regarding MS Fax state that faxing uses MS Exchange. Therefore, MS Fax can not be used with CC Mail or Lotus Notes or POP3 Internet Mail even though SalesLogix supports these as methods of sending e-mail. SalesLogix has no control over incompatibilities between the fax and e-mail packages of other software vendors. More information on the requirements of MS Fax can be found on Microsoft's web site at http://www.Microsoft.com/KB/Articles/Q152/1/96.html

MS Exchange Client and CC Mail Client use different versions of MAPI and therefore can not co-exist on the same machine. It is possible to have the MS Exchange Server (Version 4.5 or greater) and the CC Mail Server located on the same machine. However, this does not apply to the MS Exchange Client and the CC Mail Client.

Installing & Configuring MS Fax for SalesLogix

The following components must be installed on any machine that will be using Microsoft Fax through SalesLogix:
• MS Exchange (preferably Version 5.0)
• A Windows compatible modem
• MS Fax

Installing MS Fax

Double click on Add/Remove Programs in the Windows Control Panel. Then click the Windows Setup Tab. Select the Microsoft Exchange and Microsoft Fax options and click Okay. Continue through the Install process and reboot the machine when complete.
Note: If a modem is not already present on the machine, the Modem Wizard will automatically appear after rebooting.

Setting up MS Fax

Close MS Exchange if it is already running and select Mail and Fax from the Windows Control Panel. 
Click the Services Tab, select the Profile that you will use to send faxes and click Add. The Add Service to Profile dialog will then open. Select Microsoft Fax from this list, click Okay and then select Yes in the dialog box that appears.
Click the User Tab and type your name in the Full Name box. Also, type in your area code and fax number in the Fax Number boxes.
Click the Modem Tab and select the modem you wish to use to send faxes. Click Okay when finished.

Sending Faxes with SalesLogix

Configuring SalesLogix for MS Fax

Open the SalesLogix Client and select Options from the Tool menu. Once the dialog opens, click the System Tab. In the Fax Section, select Microsoft Fax from the drop-down list as your Fax Provider. In the Word Processing section, select the Fax Template that will function as the default when sending a fax. Note that faxing support is limited to the SalesLogix Word Processor. Therefore, the list of templates that appears when choosing a fax template will only contain SalesLogix templates even if Word 97 or Word 95 is the chosen word processor for letters and memos.

Sending a fax using the SalesLogix Word Processor

Make sure that MS Exchange is running and that you are logged in under the profile that you set as the Fax Profile in the Control Panel. Then open the SalesLogix Client and select Fax from the Write menu, or click on the Write Fax icon on the Toolbar to begin the fax process. The default fax template selected in the Tools Options dialog will merge with the current contact's information to create the fax document. Make any desired changes to the document. To send the fax, select the Send Fax icon on the Toolbar or select Fax from the File menu. Then the fax will be sent from MS Exchange depending on how and when your MS Exchange Client (or Server) is configured to deliver outgoing mail.