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JBC
New Member
Posts: 4
Registered: ‎09-10-2009

SalesLogix best recommended practices

Hi all,

 

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

 

Jon 

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: SalesLogix best recommended practices

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 ;-) 

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
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JBC
New Member
Posts: 4
Registered: ‎09-10-2009

Re: SalesLogix best recommended practices

Cool thx - I will look into that.
Bronze Super Contributor
Posts: 153
Registered: ‎04-08-2009

Re: SalesLogix best recommended practices

The Implementation Guide in the documentation on the setup disk is exactly what you are looking for. 

Highlighted
Copper Elite Contributor
Posts: 47
Registered: ‎04-28-2009

Re: SalesLogix best recommended practices

Dear Jon

 

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

 

Best regards,

Lukas