Archive for category General
For those who do not know – March 30 was(is) National Pencil Day…. and stats indicate sales are UP this past year on WOOD pencils and associated accessories (sharpeners, erasers, etc.).
Remember that Number 2 yellow pencil? You first learned to write with one and probably left a few teeth marks on a few as well. ..and NO you do not have “lead poisoning” because “lead pencils” were NEVER made of lead. They were always (and still are) made of graphite.
In my early engineering days we were encouraged to keep a daily journal/notebook. Always writing down little (and large) items during our day. We did this with a (yellow) number 2 pencil. I still keep a spiral bound notebook to the right of my keyboard and jot things down (in pencil ;-). Every morning the first thing that is typically done is to draw a horizontal line.. make note of the day and date.. and to make a time entry with something like “.. Read Email & NG’s..” When I answer the phone I also make a note. At lunch time there is a blocked out time slot noted for lunch. If you were to take a look at my (office) supply/storage closet you would see a pile of 8.5 x 11 spiral bound notebooks filled with data/notes going back YEARS.
The pencil (and paper) is where I start when designing anything. It could be a program to solve a customer’s problem, a bookshelf that I plan to build, even a remodel of a kitchen. The best part is NO BATTERIES REQUIRED.. NO POWER CORD.. all the power required is ME! PLUS it is Mobile 😉
We tend to rely way too much on technology but I believe our best ideas come from just simply putting a Number 2 Yellow Pencil in our hand.. take a piece of paper.. and dream.
Oh yes, my favorite Yellow Number 2 is made by the largest wood pencil maker in the world – Dixon Ticonderoga – over 1.5 BILLION made every year!
There are two forms/views in SalesLogix Windows/LAN that are Activity/History related – the Create Activity (Activity Details View form) and the Complete Activity (History Details View form). The 2nd form is also used to insert/edit the Notes-History records as well.
Normally the “Leader” lookup is populated with the name/Id of the current user and that is teh end of it. However, in normal business operations/workflow there are times when the current user is scheduling/completing, etc. an Activity (or adding a note-history record) for someone else. So you simply click on the lookup and pick that user and away you go – or do you?
It turns out there is a bit of built-in set of “rules” that govern just what you get to choose from… and here is that rule:
“You can ONLY choose a user to be an Activity User IF you have access to their calendar”
Now back to the subject of this post… “Why do in-active users show up on me Leader Lookups” .. simple.. when you retired the user you did not remove calendar access to them from other (active) users.
This short blog was inspired by one of our customers (Thank You Patti!) when she sent me an email asking just that. They have had SalesLogix for a long time and have had users come and go. Theirs is a business where just about every SalesLogix user can “see” just about all the other user calendars. More than likely none of the retired were ever removed from the Active user(s) calendars. A quick cleanup (via the admin – user profile – Calendar tab) will correct that situation.
Here is a GREAT take-away:
Oh yes, it happens that there is also a custom MainView (not implemented by us 😉 that has it’s own custom dialog for Activity scheduling. It “happens” to have a lookup that is used to pick a “leader” and the calendar clean-up did not fix it.. and why you ask?.. Well it has to do with the LookupMode property of the lookup control. The two (2) OOTB (Out Of The Box) forms using Leader (lookup) have it set to lmCalendarUser – the custom is simply lmTable. A quick edit or two (changing it to lmCalendarUser) and now the problem is solved!
This subject seems to popping up more.. and more.. and more…. now that many are switching over to to SQL2008 (and/or 2008R2). Well, fear no more since there are some very basic simple rules you MUST follow to get hooked up correctly. If you follow these rules, the chances of all things working out are probably 100%.
If your installation is a SQL2005 you need to add/install the SQL2005 native client to ALL systems that have any SalesLogix Components (ex: Server, Synch, Web Site, individual Windows desktops running the SalesLogix Windows/LAN client). the ONLY exception are (individual) SalesLogix remote clients since the installation of SQLExpress2005 automatically installs the native client.
If your installation is a SQL2008 (SQL 10.0) (NOT R2 – which is SQL 10.1) Then you need to install BOTH the SQL2005 native client AND the SQL2008 (10.0) native client on the SalesLogix Server. The individual desktops only need the 2008 native client (10.0). Any other systems that have a SalesLogix “client app” ( ex: synch, Web Server, etc…) only need the 2008 (10.0) as well.
If you have SQL2008R2, you have SQL 10.1 and have the same requirements as SQL2008 except you install the R2 version (SQL 10.1) of the native client… as well as the SQL 2005 native client on your SalesLogix “server”.
It may sound confusing but it ends up being simple… You ALWAYS install the SQL2005 native client on your SalesLogix Server in situations where your SQL server is SQL2005/2008/2008R2. You also install ONLY the appropriate SQL native client on ALL systems that have a SalesLogix “client app”. When in doubt.. install both the 2005 and the appropriate 2008/1008R2 native client. It does not hurt.
NOTE: We have also seen several situations where people get confused over the correct driver for SQL2008R2. Always install the 10.1 version in these situations.. NOT the SQL2008 10.0!