09-10-2009 10:36 AM
I'm wondering if there are any documents out there that outline best recommended practices for a SalesLogix setup - guidelines for how to set up the system so as to have all features working and integrated together, anything along those lines. Doesn't necessarily have to be published by Sage, though that would be preferable. I've done searches on these forums and on the SalesLogix site, can't find anything. I'm interested in setting this up, but would like as many tips and pointers to make the most of it.
Thanks in advance
09-10-2009 03:09 PM
Every installation is different. Some sites can do a"one box" setup.. others have many systems.. plus disaster recovery systems.. and dev plus QA systems..
There's training courses on SageU for admins (as well as some of us who are certified trainers)... SageU has a an admin's subscription of how-to's, etc.
There are documents customers have access to like:
Sage SalesLogix Planning Guide
Sage SalesLogix Installation Guide
Both of these are available off the SalesLogix support site (login required ;-)
12-14-2009 10:57 AM
One document you should definitely check is the following:
Tips and Tricks - Versions 7.0, 7.2, and 7.5 Updated April 2009
It has many good advices