Administering SalesLogix v62• Includes business processes in sales, marketing, and services that touch the customer SalesLogix is highly customizable. SalesLogix differentiates from

Administering Sage CRM SalesLogix v6.2 Replacement Pages

This document contains the replacement pages for your Administering Sage CRM SalesLogix v.62 Trainer Curriculum (ADM62-120105-5). A summary and explanation of the changes are included on the following pages.

1. Print the pages in this document front-to-back. Even pages that did not require an update are included if they share a side with an updated page.

2. Use a 3-hole-puncher to punch holes in the new pages.

3. Insert the new pages into your Trainer Binder and discard the outdated pages.

Sage CRM SalesLogix v6.2

Curriculum Revision Summary

Revision Page # Description

Footers/Headers, Title page all

Copyright notice n/a

Welcome n/a

Introduction to SalesLogix 3

Exercise: Adding a New Contact and Account 58

Exercise: Synchronizing an Outlook Meeting to SalesLogix using Intellisync 96

Checking Your Knowledge 101

Exercise: Modifying a Team 134

Exercise: Implementing a New Menu 144

Exercise: Implementing a New Toolbar 151

Exercise: Releasing a Plugin 154

Exercise: Setting SLXService User Permissions 161

Exercise: Setting SLXService User Permissions 162

The following table summarizes the minor revisions made to the Admin v6.2 Curriculum (ADM62-120105-5). These changes do not warrant a curriculum exchange; page numbers and content remain the same as the previous version (ADM62-042905-4).

Revisions include Sage rebranding, spelling corrections, and screen shot corrections. Replacement pages for the Trainer Curriculm are included on the following pages.

Changed the text in step 4 to "C_Explorer_Toolbar"

Removed step 17.

The Trainer answer for #1 is b-SyncSalesLogix, not a-SyncSalesLogix

References to Pete Scarlata were inconsistent; updated throughout the exercise.

New copyright notice using the Sage Software name.

Step 4 was missing; renumbered steps accordingly.

Rebranded from Best Software to Sage Software

Changed main point from "5 applications" to "4 applications" on Trainer Only Introduction page.

Updated the text in step 5 to "Marketing", not "Read Only".

Changed main point from "5 applications" to "4 applications" on Trainer Notes page.

Screen shot highlighted the Menus button; changed to highlight the Toolbars button.

Changed the text in steps 5 and 6 to "class" instead of "classroom".

Updated screen shot to "class" instead of "classroom". Also removed spelling error in step 7.

Copyright 2005 Sage Software. 2/28/2006 page 1 of 2

Sage CRM SalesLogix v6.2

Revision Page # Description

Exercise: Setting Local Security Rights 165

Exercise: Installing SpeedSearch Server 167


Exercise: Setting Up Subscription 256

Exercise: Creating Remote Tasks 263

Creating an Agent 269


Exercise: Creating and Assigning an Admin Role 285

Exercise: Installing Service Packs 298-299

Exercise: Changing the Loggin Paths 311

Exercise: Making a Database Connection 313

Exercise: Openign an Existing Project 321

Exercise: Creating an Account View 338

Exercise: Creating a Main View 343

Exercise: Scheduling a Contact Process 375

Changed the text inste steps 4 and 6 to include "SalesLogix_Eval" in the database name.

Added a step to close the project.

Changed the text in step 5 and screen shot for step 6 to "class" instead of "classroom".

Changed the text in step 4 from "Continue" to "Next".

Changed title of exercise on Trainer Notes page.

Corrected screen shot spelling of "Wells Fargo".

Updated the view name for step 5 to "C_Userinfo_Dataview.

Updated the text in step 6 to "C_Trade_Show [Everyone].

The Trainer answer for #1 (last item) is c-Advanced Lookups, not d-Advanced Lookups.

The screen shot referenced Ken Dryden; updated to Lee Hogan.

Corrected screen shot spelling of "Realignment".

Corrected spelling of "Microsoft".

The Trainer answer for #4 is a-sysdba, not a-sa.

Changed the text in steps 21 and 22 from "Yes" to "OK" and "F5" to "CTRL + F5"

Changed the text in step 13 to omit "Program Files\SalesLogix" from the file path.

Copyright 2005 Sage Software. 2/28/2006 page 2 of 2

Certified TrainerCourse Curriculum

Curriculum Version 6.2

Sage CRM SalesLogixAdministering Sage CRM SalesLogix v6.2

TTSLX62ADTM

Administering Sage CRM SalesLogix v6.2SalesLogix Version 6.2

TTSLX62ADTM

December 1, 2005

ADM62-120105-5

This document and the Sage CRM SalesLogix software may be used only in accordance with the accompanying Sage SalesLogix End User License Agreement. You may not use, copy, modify, or transfer the Sage SalesLogix software or this documentation except as expressly provided in the license agreement.

© 2005 Sage Software, Inc. All rights reserved. The Sage Software logo and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.

Certified Trainer Course Curriculum - Version 6.2 Trainer Only IntroductionCopyright 2005 Sage Software, Inc. All rights reserved.

The SalesLogix Environment

60 min.

Intro Slide #10

Key ConceptsThroughout this section, the Trainer Notes pages will help you identify the important concepts to emphasize in this section (denoted with a star ✰). Students should understand these concepts before continuing with the next section.

• SalesLogix is highly customizable.

• All SalesLogix data is routed to a single SalesLogix Database by way of a SalesLogix Server.

• SalesLogix has 4 Client applications available.

• An OLDE DB Provider manages security.

• The SLXService User should be created prior to installing the SalesLogix Client.

• Shared folders should be created prior to installing the SalesLogix Client.

List of ExercisesThere are no exercises in this section.

1 Certified Trainer Course Curriculum - Version 6.2Copyright 2005 Sage Software, Inc. All rights reserved.

Administering Sage CRM SalesLogix v6.2

Trainer Notes1

What is SalesLogix?

Begin by answering the question, “What is SalesLogix?”.

• Customer Relationship Management (CRM) system

• Helps an enterprise manage customer relationships in an organized way

• Includes business processes in sales, marketing, and services that touch the customer

✰ SalesLogix is highly customizable.

SalesLogix differentiates from other CRM systems in that it is highly customizable. An Accounting firm may have very different needs than a Mortgage firm. With SalesLogix, the product can be customized to meet each user’s unique business needs.

Certified Student Course Curriculum - Version 6.2 2Copyright 2005 Sage Software, Inc. All rights reserved.

The SalesLogix Environment

The SalesLogix NetworkA typical SalesLogix network consists of the following components:

• Database• Servers• Clients

DatabaseSalesLogix supports two database platforms for the main office.

• MS SQL Server 7.0 with SP1 or higher, or MS SQL Server 2000 with SP3 or higher.• Oracle 8i (version 8.1.7.4) or Oracle 9i (version 9.2.0.2). Both Oracle versions require the

ISO 8859-1 character set.

Remote database platforms use MSDE 2000 (Microsoft Data Engine).

Note The SalesLogix database is installed on the Database Server.



Trainer Notes3

Servers

The SalesLogix Server has already been installed in this class. You will install the SpeedSearch Server and Synchronization Server later in this class.

Most of the time, administrators will not install SalesLogix server components

for their business. A Business Partner or Certified SalesLogix Engineer typically does the installation. However, administrators should know that the installation of the SalesLogix Server gets installed first because it automatically creates a connection in the Connection Manager.

The Sync Server will exist on each student’s machine for class for training. In a

regular office environment, this server would not exist on the same machine as DB server because it can be very resource-intensive.

Clients

✰ There are 4 SalesLogix Client applications available.

A business may any of these applications, depending on their needs. Support is an add-on solution, while the other Clients come with the SalesLogix installation CDs.

In this class, students will be working with the SalesLogix Client and the

Remote Client. Best Software offers a separate class for administering the Web Client and the Support Client.


The Sage SalesLogix Client

4 Complete the Add Contact/Account Information dialog box as shown below. After completing the Contact and Account name, look for matching records.

5 After completing all the information, click OK.Opens the Contact Detail view for George Miller.



Trainer Notes59

Exercise: Adding a New Contact and Account

Show the resulting Contact Detail view.


Sage SalesLogix Integration with Outlook

Exercise: Synchronizing an Outlook Meeting to SalesLogix using Intellisync

Scenario: Lee Hogan wants to schedule a meeting from his Outlook calendar with Pete Scarlata. The meeting must also synchronize to Lee’s SalesLogix calendar.

1 Log on to Outlook and click the Calendar icon.2 Locate April 1 of the current year. Right-click in the calendar for the selected day, and then

choose New Appointment.Opens a new meeting dialog box.

3 Click the Scheduling tab.4 Click the Invite Others button.5 From the Outlook Address Book, locate SalesLogix Contacts, and then select Pete Scarlata.

6 Click the Appointment tab.



Trainer Notes97

Exercise: Synchronizing an Outlook Meeting to SalesLogix

Complete the exercise along with students, time permitting.

If you are short on time, you may want to consider completing the remaining Intellisync exercises as an instructor-led demonstration and have students follow along in their books.

Synchronization can be initiated by right-clicking the Synchronization icon on

the status bar and choosing Sync Calendar Now.

Administrators or users can also set up when they would like synchronization to occur using the Outlook > Outlook Sync Preferences dialog box.



7 Click the Categories button and select SyncSalesLogix.8 Enter the remaining information as shown.

Note If the category is not selected, the meeting will not appear on the SalesLogix calendar.

9 Click Send, and then switch to the SalesLogix Client (lee).

10 From the Outlook menu in SalesLogix, click Sync Calendar Now. Notice the (Outlook Sync) icon on the Status Bar is spinning.

11 Click the Calendar icon and locate April 1 of the current year to view the Outlook meeting in SalesLogix.



Trainer Notes98

Synchronizing Contacts

From SalesLogix, users can add one contact record at a time to Outlook, or

select multiple records from the Contact List view.

Show students the demonstration video found in the SalesLogix Client Help

file, “Setting Contact Sync Preferences.”



Exercise: Adding Multiple SalesLogix Contacts

Scenario: Jason wants to add three SalesLogix contacts from Abbott Ltd. to his Outlook Address Book.

1 Open Outlook.2 In SalesLogix, go to the Contact List view, click the My Contacts tab, and sort by Account.3 Select Bill Gates, Bruce Albertson, and Bill Elliot.

Note Hold down the CTRL key and left-click each name.

Your Contact List view should look like the following example.

4 On the Outlook menu, click Add Contact(s) to Outlook.A message appears stating the contacts were added to Outlook.

5 Click OK.6 Go to your Outlook Address Book and

find the three new contacts.



Trainer Notes101

Checking Your Knowledge

1 b- SyncSalesLogix

2 a - True

3 a - True

4 c- Intellisync

5 b - False


Users and Teams

Exercise: Modifying a Team

Scenario: After speaking with the VP of Marketing, it was decided that all users in the Marketing department will have access to all team-owned accounts. On the Midwest team, the Marketing department should have Read Only access.

1 On the Navigation Bar, click Teams.2 In the Tools area, click Add to all teams.3 In the Add to Team dialog box, select Marketing, and then click OK.

The screen will refresh and all teams will contain the Marketing department and its members.

4 From Teams List view, expand the Midwest team and select the Marketing department.5 In the Tools pane, select Merketing

Profile from the Field security of user on this team box.



Trainer Notes135


1 a - Web Only

b - Network

2 a - True

3 a - Template user

4 a - True

5 a - Team


Menus and Toolbars

6 Click Add Child.7 In the Menu Item property box, type Crystal Reports.8 Ensure the value in the Merge Rule property is Combine, and the value in the Auto Menu

property is {normal}.9 Click Add Child.10 In the Menu Item property, type Account Details.11 In the Merge Rule property, select Before All.12 Ensure the value in the Auto Menu property is {normal}.13 In the Action box, select CrystalReportPreview.14 In the Argument box, click the ellipsis and expand Account. Select Account Detail.15 In the Shortcut box, type Alt+R.16 In the Hint box, type Account Detail Report.



Trainer Notes145

Exercise: Implementing a New Menu

Complete the exercise along with students. (Saving a Menu)


Menus and Toolbars

Activating a Toolbar16 On the Tools menu, click Client Options.

Opens the Client Options dialog box.17 On the Plugins tab, click the Toolbars button.

18 In the Edit Toolbar List dialog box, click Add.19 In the Select Plugin to Open dialog box, expand the Personal family and select

C_Explorer_Toolbar.20 Click OK, and then click OK again on the Client Options dialog box.21 Log on to the SalesLogix Client as Admin and view the new toolbar.



Trainer Notes152

Exercise: Launching a Web Site from the Toolbar

Complete the exercise along with students.

The Run command is used because it will automatically insert quotation marks

into the application and in the Web address. If the address is typed into the Argument box, the “C:\Program Files\Internet Exploreer\iexplore.exe”.

If for any reason the toolbar is modified, the changes must be saved but the

toolbar does not need to be re-activated after it has been activated once.


Menus and Toolbars

Exercise: Releasing a Plugin

Scenario: Jason is now ready to release the toolbar plugin to Lee Hogan.

1 In the SalesLogix Client, log on as Lee (no password) to the SALESLOGIX_EVAL database.

2 Do you see the new menu? ______________________3 Log on to the Architect as Admin.4 On the File menu, point to Reopen Plugin, and click C_Explorer_Toolbar.5 On the Manage menu, click Release.

Opens the Release dialog box.6 Click Add and choose Lee Hogan.7 Click OK.8 Go to the SalesLogix Client again where you are logged on as Lee Hogan and press

CTRL+F5 to refresh the plugins.9 Now do you see the menu? _______________________



Trainer Notes155


1 a - True, you cannot customize the Administrator Workspace or Support Client menu or toolbar.

2 c - Standard Menu

3 d - Toolbar

4 a - SalesLogix Client

d - Architect

5 activate / release

The administrator can view a new plugin without releasing it.


SpeedSearch

3 In the right pane, double-click Administrators.Opens the Administrators Properties dialog box.

4 Click Add.Opens the Select Users or Groups dialog box.

5 In the Look in box, select classX.TRAINING.com (where X is the classroom number), for example, Class2.TRAINING.com.

6 Select SLXService([email protected]), and then click Add.



Trainer Notes162

Exercise: Setting SLXService User Permissions



SpeedSearch

Adds the SLXService user to the Administrators group.

7 Click OK.Returns to the Administrative Properties dialog box.

8 Click OK.Returns to the Computer Management dialog box.

9 Close the box.



Trainer Notes163

Exercise: Setting Local Security Rights


Setting local security for the SLXService user is required to allow the user to

run SpeedSearch.


SpeedSearch

5 Select classX.TRAINING.com (where X is the classroom number), for example, class2.TRAINING.com.

6 Locate and click SLXService([email protected]), and then click the Add button.Sets the SLXService user permissions.

7 Click OK.Returns to the Local Security Policy Setting dialog box.

8 Click OK.Returns to the Local Security Settings dialog box.

9 Close the box.



Trainer Notes166

Exercise: Installing SpeedSearch Service



Lookups and Groups

Exercise: Creating Groups

Scenario: Create a standard group, and then use the results of that group to create a new ad hoc group.

1 On the Navigation Bar, click the Contacts icon.Opens all contacts in List view.

2 On the Lookup menu, point to Contacts, and then click State/Prov.Opens the Lookup Contact dialog box.

3 Type ca then click the OK button.Opens contacts in the state of California.

4 On the Lookup menu, click Save as Group.Opens the SalesLogix Query Builder dialog box.

5 In the Name box, type CA Contacts, click in the Description box, and then type CA Contacts.

6 Click OK.Saves the group and creates a CA Contacts group tab.

Next, create an ad hoc group.

1 Click the CA Accounts tab, and then click any record in the list. Selects the first member of your group.

2 On your own, select three more records by pressing the CTRL key while selecting each additional record.

3 Right-click one of the selected records, and then click Add Selected Members to New Group.Opens the SalesLogix Query Builder dialog box.

Note Notice that the Conditions tab is not available for an ad hoc group.



Trainer Notes202


1

2 a - Standard

b - Ad Hoc

3 a - True

4 a - Account, Contact, Opportunity, and Ticket List view

c - Lookup menu > Save as Group

d - Group Manager

5 a - True

Answer Itemd Query Builderf Keyword Searche Ad Hoc Groupa Predefined Lookupsb Standard Groupc Advanced Lookups


The Remote Client

19 In the Available Templates section, click Southwest1, and then click Copy.Copies the rule to the Selected Rules list box.

20 Click Southwest1, and then click OK. 21 Click OK.

Applies the subscription rule to Lee Hogan.22 Press Ctrl + F5 to refresh the database.



Trainer Notes257

Exercise: Cycling the Sync Client and Sync Server



The Remote Client

11 Right-click in Actions to perform, and then click Add.12 In the Add Action dialog box, click Send.13 In the File/Command box, browse to C:\ClassFiles\Excel files\Credit Hold Report.xls.

Identifies where the Credit Hold report resides on the network.14 In the Target Directory box, type C:\Program Files\SalesLogix.

Indicates where the new Credit Hold report will be placed on Lee Hogan’s computer.

Note If the target folder does not exist on the remote, a new folder will be created if you specify both the folder name and file name.

15 Click OK.Adds the Send action to the Remote Task dialog box.

16 Click OK again.Closes the Remote Task dialog box.

17 On the System Information view, Remote Task tab, right-click the Credit Hold Update task, and then click Execute.

18 In the Confirm message box, click Yes.SalesLogix executes two remote tasks in the order displayed on the Remote Task dialog box.

19 Click the Refresh button.20 Cycle the Sync Server.



Trainer Notes264

Exercise: Using a Remote Task



The Remote Client

10 Schedule the agent to run every Friday (weekly) at 5:00 PM until the end of the year.

11 Click OK.12 In the Edit Agent dialog box, click the Active check box to activate the agent.

13 Click OK.The Credit Hold Report for Lee agent appears in the grid of the Agents tab.



Trainer Notes270

Five Steps to Synchronization Happiness

These steps should be used as a guideline when students are ready to create

remote users. Students can also refer to the SalesLogix Planning Guide or online Help for additional reference.


The Remote Client

Five Steps to Synchronization HappinessA SalesLogix certified trainer wrote this for an Administrating SalesLogix class and many students have asked for copies. It is provided here as a check list to help you set up synchronization.

1 Is the Sync Server ready?

Create and share the Sync Logs folder.Install the Sync Server license and set up the Sync Server Profile.Set the Sync Logs path in the Office Profile.Install and cycle the Sync Server.

2 Does the Sync Server know how to communicate with remotes?

Create the Sync Transfer Profiles.

3 Is the Remote user ready to have a database cut?

Enable the Sync Server to create TEFs.Select a Sync Transfer Profile.Enable subscription.Ensure the user will receive at least one account.Refresh the database (F5).

4 Have you created a Remote database?

Enter the usernames and passwords listed in the Implementation Guide.Copy the database file to the remote or copy it into a shared folder so you can map a drive.

5 Did you install the Remote Client?

Install the Remote Client on the Remote user’s computer.Map a drive to your remote database or copy it locally.



Trainer Notes271


1 b - False, agents can be used for both network and remote users.

2 a - The Remote Client has a What’s New view.

b - The Remote Client receives library items through synchronization.

c - The Remote Client uses the Sync Client to send and receive changes.

3 a - Perform a variety of actions on a remote computer including sending files, executing programs, retrieving files, or deleting files.

b - Combine several actions into a single remote task.

c - Control the order in which tasks are executed.

d - Save tasks so you can execute the same task repeatedly.

4 a - sysdba

5 a - True


User and Data Maintenance

7 On the Navigation Bar, click Users, and then double-click Lois Tomlin.Opens the User Profile for Lois Tomlin.

8 Click the Security tab, and then expand the Administrative Role box.9 Select the Realignment role, and then click OK

10 Log on to the SalesLogix Administrator as Lois.Notice Lois has only has Realign Activities and Realign Territories administrative functions.



Trainer Notes286

Maintaining Data

Refer students to the “Maintaining Your Data” topic in the Administrator

Help file for more information.



Exercise: Installing a Service Pack

Scenario: Phoenix Computers has decided that a recent SalesLogix service pack release should be installed for their company. Jason will back up the database, install the service pack files, and then install the service pack bundle using the Administrator.

To back up the database:1 Click the Start button, point to Programs, point to Microsoft SQL Server, and then click

Enterprise Manager.Starts the Enterprise Manager.

2 Expand Microsoft SQL Servers, expand SQL Server Group, and then expand SRVXX.Displays a list of folders.

3 Right-click the Databases folder, select All Tasks, and then select Backup Database.Opens the SQL Server Backup dialog box.

4 In the Database drop-down list, select SalesLogix_Eval. In the Backup section, select Database - complete.Selects the server database as the database to be backed up.

5 In the Destination section, click Add.Opens the Select Backup Destination dialog box.



Trainer Notes299

Exercise: Installing Service Packs




6 Click in the File name box, move to the end of the current path, type SalesLogix_Eval_backup, and then click OK.Enters the name and destination for the backup, as shown below.

7 Click the Options tab, and then click Verify backup upon completion.Ensures that you will be notified when the backup is complete.

8 Click OK.Backs up the SalesLogix_Server database as SalesLogix_backup, and then displays a confirmation box indicating that the backup was successfully completed.

9 Click OK.Closes the message box.

10 Close the SQL Server Enterprise Manager.



Trainer Notes300



Make sure students choose to Extract and Install because they will need to

install the bundles after the service pack installation is complete. If they choose Install only, the bundles will be deleted after installation.



To install the service pack files:11 Navigate to the C:\ClassFiles\Service Pack folder, and then double click [sp name].exe.

Opens the SalesLogix Service Pack file location dialog box.12 Choose to Extract and Install the service pack files to your Desktop.

Changing the path will copy the files to your desktop so they are easy to retrieve when you install the bundles in the Administrator.

13 Click Next.



Trainer Notes301





Opens the SalesLogix Service Pack dialog box.14 Click Install.

Begins installation. The status will change as installation for each component completes.

15 Click Finish to close the Wizard.



Trainer Notes302



A bundle should be installed only after upgrading the SalesLogix

Administrator and SalesLogix servers. Administrators should always refer to the Upgrade Plan for specific instructions.

The bundle(s) will deliver table, plugin, and script changes directly to the

database. no additional steps need to be done by Client users in order to see these changes.



To install the service pack bundle:16 Start the SalesLogix Administrator, log on as the administrator, and then click Bundles.

Opens the Bundle Manager view.17 On the Bundle Manager toolbar, click Install.

Opens the Open dialog box.18 Navigate to your desktop, and then double-click the SalesLogix_v6.2_SPx bundle, where x

is the Service Pack number.Opens the Choose Actions to Install dialog box.

19 Click OK.Opens a message box prompting you to release new bundles.

20 Click Yes to All. Accepts the installation of all actions, and then installs and releases the bundle.

21 If you backed up any custom views, you can reinstall and release those bundles at this time.22 Log on to the SalesLogix Client to view the changes.



Trainer Notes303


1 a - False, the Duplicate Checker checks for duplicate accounts and contacts.

2 a - account owner

b - account manager

c - a custom group

3 a - Source User

d - Add custom condition

4 a -Sales Admin

b - DB Admin

d - Librarian

5 a - True


Development Environments

Opens the backup file in the Restore database dialog box:

7 In the Restore database dialog box, click the Options tab, click Force restore over existing database, and then click OK.Restores the SalesLogix_backup database as Development, and then opens a confirmation message.

8 In the confirmation message box, click OK.



Trainer Notes311

Exercise: Changing the Logging Path


Never change the logging path by using the SalesLogix Administrator.

Always remove the logging path through an Enterprise Manager application.



Opens the backup file in the Restore database dialog box:

7 In the Restore database dialog box, click the Options tab, click Force restore over existing database, and then click OK.Restores the SalesLogix_backup database as Development, and then opens a confirmation message.

8 In the confirmation message box, click OK.



Trainer Notes311

Exercise: Changing the Logging Path


Never change the logging path by using the SalesLogix Administrator.

Always remove the logging path through an Enterprise Manager application.



Exercise: Making a Database Connection

Scenario: To use the development database, Jason must create a connection from the database to the Provider (Connection Manager) and from SalesLogix to the database (Data Link Manager).

1 Click the Start button, point to Programs, point to SalesLogix, and then click Connection Manager.

2 In the Connection Manager dialog box, click Add.3 In the Connection Name box, type Development, and then click OK.

Opens the Data Link Properties dialog box.4 Ensure Microsoft OLE DB Provider for SQL Server displays, and then click Next.

Opens the Connection tab.5 On the Connection tab, in the Select or enter a server name box, select SrvXX, where XX

is the number of your Administrative Workstation.6 In the Username box, type sysdba.7 In the Password box, type masterkey.8 Click Allow saving password.



Trainer Notes314

Exercise: Making a Database Connection


You will receive an error if you do not save the password in the

Connection Manager.


SalesLogix Customizations

Exercise: Opening an Existing Project

Scenario: The Open Project dialog box contains the Project grid showing all available projects. Protected projects are indicated by a red check mark. As the administrator, you will exam these features.

1 Log on to Architect as the Admin (no password).Opens the Project dialog box by default.

2 Close the Project dialog box.3 On the Project menu, click Open Project.4 In the Open Project dialog box, select the SalesLogix Advanced project.

The Project Name and Description appears to the right. These fields are not editable.5 Click the Open as copy check box to create a copy of the selected project.

Opens the copied project with “Copy# of” added to the project name.6 Click Open.

Opens the Project in Project Explorer.

7 Close the project.



Trainer Notes322

Bundles

✰ Bundles are external, transportable files that contain customizations to

SalesLogix.

A bundle has an .sxb file extension.



25 Type Bank Info.26 Select File > Save Plugin.27 Reopen the SalesLogix Client and select CTRL+F5 to refresh.28 Find the More Tabs under the Account.29 Note the name of the Tab now is Bank Info.



Trainer Notes339

Exercise: Creating a Form View

This exercise is similar to the previous exercise of creating an Account view.

Creating a new Data view will allow students to use this view in a new Main view, whereas the Account view was already joined to the Account Main view.




5 On the Properties tab set the Viewname property to the C_Userinfo_DataView view found in the Personal family.

Note In this example you will leave the MiddleView, TabsPane, and GroupsPane blank.

6 Click File > Save Plugin.7 In the name type C_UserInfo.8 In the Family assign it to System family.9 Click OK.10 Open the Sales Client as the Admin or press CTRL+F5 if already opened and note the view

is not visible.Why is the view not visible?___________________________________________________



Trainer Notes344

Exercise: Adding a Navigation Bar to the Main View

This exercise will add a new item to the Navigation Bar so students can launch

the Main view from the SalesLogix Client.



Appendix B: Contact Processes

Exercise: Scheduling a Contact Process

Scenario: The Sales department has just returned from a trade show where they collected several business cards from potential leads. All of the account and contact information from the business cards has already been entered into SalesLogix. Lee’s goal is to determine if one lead, Bruce Allison, is qualified to pursue.

1 Log on to the SalesLogix Client as the Admin or press CTRL+F5 if already opened. 2 Locate Bruce Allison’s Contact Detail view.3 Click the Processes tab.4 On the Schedule menu, click Process.

Opens the Schedule Process dialog box.5 Expand the Lead Track family.

6 Select the Trade Show Lead [Everyone] process.7 In the Process Owner box, select Lee Hogan.

The process owner is the person for whom the process is being scheduled. This person can scan the process.

376 Certified Student Course Curriculum - Version 6.2Copyright 2005 Sage Software, Inc. All rights reserved.


8 Click the Preview button to see a graphical view of the process. The process consists of the following tasks:

9 Click the Assign button.Returns to Bruce Allison’s Processes tab to view the process status.

Documents

Administering SalesLogix v62• Includes business processes in sales, marketing, and services that touch the customer SalesLogix is highly customizable. SalesLogix differentiates from