Sage SalesLogix Administrator's Subscription

Deploy the Core Web Portals

2009/05/09

This video shows you how to use Internet Explorer to browse to the Sage SalesLogix Web Client, and log on to verify successful deployment.

Create a Web Viewer User

2009/05/09

This video shows you how to review the licenses that are already installed in the SalesLogix_Eval database, and then add a new WebViewer user.

Install and Deploy the Disconnected Web Client

2009/05/09

This video shows you how to install and test the disconnected Web Client with a Remote Client user.

Configure Performance in IIS

2009/05/09

This video shows you how to configure additional permission settings in IIS after deploying the core portals: css, images, and jscript subdirectories in each Web Client portal that you deploy..

Set Up IIS for Best Performance for SalesLogix Web

2009/05/04

This video shows you how to make changes in IIS to optimize SalesLogix Web performance. You will learn how to:

Measure performance using Fiddler
Enable compression within IIS
Change the metabase to compress "js" and "css" files
Disabling logging of visits
Enable content expiration
Do an IISreset

Create a Site Secure License for Your Web Site

2008/04/01

This video shows you how to create a Site Secure License (SSL) for your Web site. You will learn how to:

Create a certificate request
Process the certificate request
Install the certificate that issues Enable SSL

Install SwiftPage Bundles for SalesLogix Web

2010/03/15

This video shows you how to install the SwiftPage bundle for the SalesLogix Web Client. You will learn how to:

Install the SalesLogix Web bundle using the Application Architect.
Build the Web platform and deploy the slxclient portal.

Install the BlackBerry Client (Desktop Manager)

2009/06/22

This video shows you how to install the BlackBerry Client using Desktop Manager. You will learn how to:

Connect your device using the Desktop Manager.
Use the Application Loader to add the BlackBerry Client installation files.
Configure settings on the BlackBerry Client.
Perform a first-time sync using the Desktop Manager.

Explore the Mobile Administrator and Troubleshoot Sync

2009/06/22

This video shows you an overview of the Mobile Administrator interface. You will learn how to:

Use the Admin Dashboard to troubleshoot sync issues using the Sync History, Device Log, and Event Log.
Use the Device Logs.
Review Sync Server and User Group settings.
View a user's dashboard.
Use the User Notification Wizard.
Change device settings.
Change Mobile database or SalesLogix database settings.

Add Mobile Users

2009/06/04

This video shows you how to configure Mobile users. You will learn how to:

Create three users: one user will use a BlackBerry device, one user will use a Pocket PC device, and the other will use a Smartphone device.
Assign the new mobile user profiles to existing SalesLogix user profiles

Install the Mobile Client for the Smartphone

2009/06/04

This video shows you how to install the Mobile Client for the Pocket PC. You will learn how to:

Start the emulator and cradle the device using ActiveSync.
Install the Mobile Client, and complete any steps required on the device.
Restart the mobile device using a soft reset, and start synchronization.

Install the Mobile Client for the Pocket PC

2009/06/04

This video shows you how to install the Mobile Client for the Pocket PC. You will learn how to:

Start the emulator and cradle the device using ActiveSync.
Install the Mobile Client, and complete any steps required on the device.
Restart the mobile device using a soft reset, and start synchronization.

Install the BlackBerry Client (OTA)

2009/06/04

This video shows you how to install the Mobile Client for the BlackBerry. You will learn how to:

Install the BlackBerry Client using Over-the-Air (OTA).
Configure SalesLogix, and simulate a first-time sync using OTA.

Master's Series Video Highlights

2009/12/03

This video shows you clips from a SalesLogix Master's Series course, which includes candid interviews with resident subject-matter experts.

Attend a SalesLogix Master's Series Course free of charge! As long as your company has an active SalesLogix Subscription, you are eligible to attend a Master's Series course for no additional fee.

Master's courses focus on a single topic in a one-day, hands-on, virtual classroom setting. Here's what you get:

Electronic curriculum with step-by-step instructions.
Access to trainer-led recorded videos.
Access to a recorded interview with a resident subject matter expert on the topic.
Live trainer assistance through Web chat and teleconference.
Access to training workstation through WebEx Hands-On Lab.

Visit the Sage University Master's Series page to see upcoming course topics and register!

Add Users

2009/05/09

This 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.

Add a User Based on a Template

2009/05/09

Create a new template (Sales-Support) user for an employee who serves in both sales and support roles. Then, create a new user from the template you created (Dave Nero).

Add a Team

2009/05/09

This video shows you how to add a new "Atlantic" team to accommodate a growing department.

Add a Security Profile

2009/05/09

This video shows you how to create a security profile to accommodate a new business requirement. For example, create a new security profile to allow only Read Only access to the account name and contact work phone fields for all accounts to which they have access, and then apply this security profile to all Associate Sales Reps (Adam Garfield).

Configure an External SpeedSearch Index

2009/05/09

This video shows you how to configure SpeedSearch to search for documents in a network folder. You will also create a schedule for the new external index you built, and run a manual build of both schedules.

Configure SpeedSearch

2009/05/09

This video shows you how to configure SpeedSearch general settings, review the default index schedules, and then manually run the schedules.

Add a File to the SalesLogix Library

2009/05/09

This video shows you how to add files to the SalesLogix library.

Set Logging Paths

2009/05/09

This video shows you how to set the logging paths for the Library and Documents folders in the Administrator.

View Licenses and Office Information

2009/05/09

This video shows you how to open the System view to see where licenses and office information reside.

Log On to the Administrator

2009/05/09

This video shows you how to log on to the SalesLogix Administrator using the Evaluation connection, and then launch the SalesLogix Setup Assistant.

Add a Sales Process

2009/05/09

This video shows you how to develop a sales process for new customers following standard sales methodologies.

Create a Contact Process

2009/05/09

This 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.

Apply a Security Profile to a Department

2009/05/09

This video shows you how to add a department to a team, and then modify the security for everyone included in the department. For example, add the Tech Support department to the Atlantic team, and then apply the Read Only field security profile to all members in the department.

Check for Duplicate Records

2009/05/09

This video shows you how to check for duplicate contact records in the database.

Execute SQL Statements / Run the Integrity Checker

2009/05/09

This video shows you how to determine which users have added their own pick list items in the SalesLogix Client. If anyone added a new pick list item, reassign the item to another option, and then delete those pick list items. You will also learn how to execute tests in the Integrity Checker and run repair as needed.

Realign Territories and Activities

2009/05/09

This video shows you how to realign accounts and activities to a new owner.

Create and Assign an Admin Role

2009/05/09

This video shows you how to add a custom administrative role and assign it to a SalesLogix user.

Change a User Type

2009/05/09

A user will be taking an extended leave of absence. This video shows you how to change the user type in SalesLogix to reflect the situation.

Create and a Attach a Remote User Database

2009/05/09

This video shows you how to create a Remote database on the SQL Host. Then, attach the Remote database on a user's machine.

Set Database Options

2009/05/09

This video shows you how to add a a Host DB Owner ID, Host DB Owner Password, and Host DB Admin Password. These settings carry over when you create a Remote database.

Install a Service Pack

2009/05/09

This video shows you how to install a service pack and release related bundles.

Use Cross-Table Reporting for Sage SalesLogix

2009/05/09

This video shows you how to create a Cross-Table SalesLogix Crystal Report. You will learn how to:

Create a connection to the production database.
Use the Database Expert and Link Expert to choose fields and joins.
Use the Group Expert to organize report data.
Test the Report and troubleshoot database joins.

Use Crystal Reports® Dynamic Filters for Sage SalesLogix

2009/05/09

This video shows you how to:

Choose one or more database fields to use for filters.
Create a parameter to use for the Selection Expert.
Test the filter to confirm that the report still functions.

Design Standard Crystal Reports®

2009/05/09

This video shows you how to design a Crystal Report for SalesLogix. You will learn how to:

Create a connection to the production database.
Use the Database Expert and Link Expert to choose fields and joins.

Configure Intellisync

2009/05/09

This video shows you how to configure Intellisync to synchronize SalesLogix and Outlook data.

Use the Sage SalesLogix Report Manager

2009/05/09

This video shows you how to:

Import one or more reports into the SalesLogix Report Manager.
Associate one or more reports to an appropriate Report Family.
Release the report to one or more Users, Teams or Departments.
Test the report by running it in a SalesLogix Client.

Use Crystal Reports® Static Filters for Sage SalesLogix

2009/05/09

This video shows you how to:

Choose one or more database fields to use for filters.
Test the filter to confirm that the report still functions.

Use the Crystal Reports® Formula Editor for Sage SalesLogix

2009/05/09

This video shows you how to:

Choose one or more database fields to use for the Formula Expert.
Select one or more fields and apply one or more calculations to create a formula.
Test the formula field by adding it to a report.

Use the Import Wizard to Import Data from a CSV file into SalesLogix

2010/03/15

In this video, you will learn how to:

Create an Excel spreadsheet of data and convert it to a CSV file.
Import the data into the SALESLOGIX_EVAL database using the import wizard.

Manage SwiftPage Account Users

2010/03/15

This video shows you how to set up SwiftPage users in SalesLogix so they can use the e-mail marketing services. You will learn how to:

Map an existing SalesLogix user to an existing SwiftPage user.
Map an existing SalesLogix user to a new SwiftPage user.
Manage send limits for each user.

Configure a SwiftPage Account

2010/03/15

This video shows you how to set up SwiftPage account settings in SalesLogix after you've established terms with SwiftPage. You will learn how to:

Modify account information.
Set up a primary user.

Use the Import Wizard to Import Data from Multiple CSV files into SalesLogix

2010/03/15

In this video, you will learn how to:

Create an Excel spreadsheet of data and convert it to a CSV file, using different files for Account/Contact/Address and Activity/Notes data.
Import the data into the SALESLOGIX_EVAL database using the import wizard.

Manage SwiftPage MailMerge Fields and Footer Settings

2010/03/15

This video shows you how to manage additional settings for your SwiftPage account in SalesLogix. You will learn how to:

Choose the MailMerge fields available for SalesLogix users to include in their e-mail campaigns.
Change footer information for SPAM compliance.

Create a Bundle that Contains Other Bundles

2009/09/30

This 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.

Resync a Remote User's Database

2009/07/02

This video shows you how to resynchronize a remote user's database. This is useful if a remote user is unable to synchronize. You will learn how to:

Open the Resynchronize Remote Database utility.
Select the appropriate tables to be marked for synchronization.
Understand the conditions behind synchronization.
Perform a test synchronization.
Read and verify the test results.
Perform a real synchronization after reviewing the test.

Use the Purge Records Wizard

2009/07/02

This video shows you how to perform wholesale mass deletes from the SalesLogix database by using the Purge Records Wizard. You will learn how to:

Purge a list of selected records.
Purge a single record.
Purge an entire lookup or group.
Purge records based upon values in one or two fields.
Mark records with "delete" or "keep" flags.

Use the Group Copy Utility

2009/07/02

This video shows you how to use the Group Copy utility to recover data from a remote user's database. You will learn how to:

Access the Group Copy utility.
Select target and source databases.
Choose conflict resolution settings.
Test the data import.
Verify the results of the test and perform the final copy.

Update the Synchronization Transfer Profile (STP)

2009/07/02

This video shows you how to adjust settings in a Synchronization Transfer Profile (STP), then extract and import it into a remote user's database. You will learn how to:

View STP settings from the SalesLogix Administrator client.
Compare these settings to those of the Web Site where synchronization takes place.
Edit the STP and extract it to a file.
Import the file as a remote user to correct synchronization issues.

Create a Calculated Field to Use in a Group

2009/07/02

This video shows you how to create a Calculated Field for use in a Group. A Calculated Field is a record in the database that notes two or more fields in SalesLogix. You will learn how to:

Understand the display options of a Calculated Field.
Access the Calculated Fields manager from the SalesLogix Administrator client.
Add a new Calculated Field.
Understand the difference between the Name field and the Alias field.
Understand the difference between a String and Numeric calculation type.
Drag and drop the fields to be calculated.
Verify the new Calculated Field in the SalesLogix client.

Add Integrity Checker Test

2009/07/02

This video shows you how to add a new test to the Integrity Checker. The SalesLogix Integrity Checker is used to check the health of the database. You will learn how to:

Access the Integrity Checker.
View families of tests available.
Locate the form for creating a new test.
Place this test into a family, or create a new one.
Write a simple SQL statement to search through a table.
Write a repair statement for relevant data.
Locate and test the newly created test.
Perform and validate the newly created test.
Save this test in a library for future use.

Manually Attach a Database in the Admin Client

2009/07/02

This video shows you how to attach a remote user's database to the host location. This is useful if a remote user has been unable to synchronize their database. You will learn how to:

Locate the Attach Remote tool within the Administrator client.
Perform the database attachment process.

Manually Detach a Remote User's Database

2009/07/02

This video shows you how to detach a remote user's database from their machine. This is useful if a remote user has been unable to synchronize their database. You will learn how to:

Open the Attach Remote executable in Administration mode.
Detach a specific database.
Locate the detached database on your local computer.

Release a Plugin

2009/05/09

This video shows you how to raelease all new plugins to a specific SalesLogix team.

Use the SalesLogix Library

2009/05/09

This video shows you how to request some marketing material from the library as a Remote user.

Create and Execute a Remote Task / Create an Agent

2009/05/09

This video shows you how to create a remote task to send a SalesLogix file to Lee Hogan, and then launch the document in Acrobat Reader. After launching the document, retrieve and delete the file. Then, create an agent to automate the delivery of a Crystal Report to a SalesLogix user.

Configure Synchronization Options

2009/05/09

This video shows you how to configure synchronization options for a Remote user, Lee Hogan. For example, you will create a Midwest rule to synchronize only Midwest accounts.

Set Conflict Resolution Rules

2009/05/09

This video shows you how to set conflict resolution according to a set of business rules: A user wins if he/she is the owner of the record, a user wins if he/she is a Remote client, and a user wins if he/she made the most recent change.

Set Up the Monitor Console

2009/05/09

This video shows you how to register the Monitor Console and look at the pending job.

Schedule the Sync Server

2009/05/09

This video shows you how to schedule the Sync Server so you don’t have to start it manually every few hours.

Cycle the Sync Server

2009/05/09

This video shows you how to create the required synchronization folders on the Sync Server and set multi-threading options.

Create a Marketing Service User

2009/05/09

This video shows you how to set up a SalesLogix user (Lee Hogan) with a marketing services account.

Use a Sales Process

2009/05/09

This video shows you how to use a sales process to promote an opportunity.

Subscribe to Accounts

2009/05/09

This video shows you how a user can manually subscribe to a single account, and then create a subscription template to subscribe to a group of accounts.

Initiate Synchronization

2009/05/09

Imagine you are a Remote Client user and have added several new accounts. This video shows you how to initiate synchronization to keep your changes up-to-date with the Main Office.

Search for a Keyword

2009/05/09

Imagine a contact, John Abbott, mentioned that he attended a SalesLogix trade show with Lou Balbo. This video shows you how to find out when they attended the trade show.

Configure Marketing Services

2009/05/09

This video shows you how to configure the Marketing Services Configuration Manager.

Dashboards: Use a Content Set with an Analysis View

2009/05/09

Imagine it's approaching the end of the quarter and you'd like to see the potential revenue that may occur before closing the quarter. This video shows you how to use the Open Opportunities Content Set and change the Period filter to ALL.

Enable Multi-Currency/Change an Opportunity Currency

2009/05/09

Imagine Phoenix Computers is expanding their business into Western Europe and wants to permit their sales staff to quote prices in euros. This video shows you how to enable multicurrency to support the expansion. You will then change the opportunity currency rate to view the new figures.

Add a New Opportunity

2009/05/09

Imagine you’ve received a call from one of your contacts requesting a price quote for one of your latest products. This video shows you how to collect information about possible competitors and key players, and then add the new opportunity.

Add a New Contact and Account

2009/05/09

Imagine you have just returned from a trade show where you met some people who were interested in the new platform Phoenix Computers is releasing in the fall. This video shows you how to enter these names into SalesLogix so you can follow-up with them later.

Navigate the Network Client Interface

2009/05/09

This video shows you how to log on to the Network Client and review some accounts.

Create the SyncSalesLogix Category/Set the SalesLogix Ad Hoc Group

2009/05/09

This video shows you how to create a SyncSalesLogix category in Outlook to synchronize contacts. Then, in SalesLogix, set the SyncSalesLogix ad hoc group (created for you) to synchronize contacts.

Synchronize an Activity/Meeting/Contact to Outlook

2009/05/09

This video shows you how to test Intellisync functionality to determine whether a SalesLogix activity, meeting, and contact transfers to Outlook.

Create an HTTP Sync Transfer Profile

2009/05/09

This video shows you how to create a Sync Transfer profile for a Remote user, Lee Hogan.

Create a New Project

2009/05/09

Set Feature Security

2009/05/09

This video shows you how to implement a set of feature security requirements for a SalesLogix Client user. You will modify the user profile for Kerry Sherman, and set feature security so that she cannot delete accounts, cannot delete contacts, and cannot add or delete campaigns.

Schedule a Contact Process / Trigger a Task

2009/05/09

This video shows you how to schedule a process to streamline the tasks typical of correspondence with new customers. Then, you will trigger the next task in a scheduled process.

Log On to the SalesLogix Network Client

2009/05/09

This video shows you how to log on to the SalesLogix Client to create necessary registry settings.

Install the SalesLogix Network Client

2009/05/09

This video shows you how to install the SalesLogix Client using the SalesLogix installation Disk.

Set Administrator Options

2009/05/09

This video shows you how to modify options to set personal preferences for the Administrator and Network Client workspaces.

Schedule a Phone Call and Invite Others

2009/05/09

This video shows you how to create an activity in SalesLogix and invite other non-SalesLogix users to attend in order to make sure Advanced Outlook Integration synchronizes the activity to Outlook.

Create a New Menu Item / Toolbar Item / Nav Bar Item

2009/05/09

This video shows you how to:

Create a new menu item to launch the Account Details report from the Standard Menu Bar.
Create a new toolbar to contain quick launch buttons for some commonly used Internet Web sites.
Add a new Nav Bar button to the existing Dashboards Nav Bar that launches an Internet Explorer browser.

Set Function Security

2009/05/09

This video shows you how to grant a user access to the Customer Service and Support menu options within the SalesLogix Client.

Purge a Process

2009/05/09

This video shows you how to view all processes associated with your contacts and purge those with a particular status.

Install SwiftPage Bundles for SalesLogix LAN

2010/03/15

This video shows you how to install the SwiftPage bundle for the SalesLogix LAN Client. You will learn how to:

Install the SalesLogix LAN bundle using the Administrator.
Release the plugins to SalesLogix users.

Explore Intellisync Filters for Activities

2010/01/14

This video explores the setup of Intellisync filters. You will learn how to:

Use contact filters to sync selected contacts created in Outlook to Saleslogix.
Use account filters to sync selected meetings created in Outlook to SalesLogix

Create an FTP Sync Transfer Profile

2010/01/11

The most common type of Sync Transfer Profile is HTTP or LAN. In this video we look at setting up FTP for Syn as an alternative. You will learn how to:

Configure settings in IIS for your FTP site.
Create an FTP Sync Transfer, and modify settings.
Test the sync transfer, and troubleshoot common issues.