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Accessing the #Sage #SalesLogix Knowledgebase in the New Customer Portal

by Employee on ‎10-18-2011 01:18 PM

With the launch of the Customer Portal, the steps to accessing the #Sage #SalesLogix knowledgebase have changed. To access the SalesLogix knowledgebase, perform the following:

 

  1. Log in to SupportOnline
  2. On the navigation bar, click Knowledgebase, then select Knowledgebase.
  3. Click Continue to the Sage SalesLogix Knowledgebase.
  4. In the Sage Customer Portal window, click Knowledgebase, then select Find Solutions.
  5. In the Select a Solution drop-down, select Customer Relationship Management.
  6. Click the Sage SalesLogix icon.
  7. In the Search field, enter a search phrase, and then click Search. Note: To view the Advanced Search, click Show Options.

The search functionality did not change, so the same searching behavior still exists in the Customer Portal as it did in the previous interface.

 

Thank you,

 

Matthew Campbell
Knowledge Management Lead, Sage SalesLogix
Sage CRM Solutions

slxkb@sage.com

Comments
by Gold Super Contributor
on ‎10-18-2011 03:42 PM

Impossible to login... and I'm a partner.

by New Member
on ‎10-18-2011 03:56 PM

I'm with you there RJ. The knowledge base is the single most used resource i have and it cannot be accessed. We're partners also. Doesn't work with Chrome at all.

 

Can you switch it back??

by Employee
on ‎10-18-2011 04:17 PM

Once you get to the Sage Customer Portal window, you do not need to login. Please follow the steps up above, and you'll be able to access the knowledgebase. We will keep you posted on the progress with the outstanding issue.

 

At this point, rolling back does not appear to be an option, as Sage is in the process of transitioning systems. Since Sage SalesLogix only leverages the Knowledgebase within the Customer Portal, you do not need to login. Sage SalesLogix will begin transitioning in Spring 2012, and communication about that transition will begin as we get closer to the transition timing.

 

Matthew Campbell
Knowledge Management Lead, Sage SalesLogix
Sage CRM Solutions

slxkb@sage.com

by Copper Contributor
on ‎01-08-2012 10:44 AM

 

Am I missing something? All I get when I get to the knowledgebase is this prompt ..

 

Where is "Customer Relationship Management" and why does it seem I need to login?


by Gold Super Contributor
on ‎01-08-2012 02:44 PM

go in as guest.. there are no logins

 

Register Read Guidelines Request Partner or Employee Access

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