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Remote SYNC
Posted: 21 Jul 08 1:50 PM
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I recently did an LEADS Import using the INsert ... Import Leads... path. After import needed to change the owner on the LEAD. ON the NETWORK users - everything went smoothly. For Remote users, they see all the leads that were imported instead of just the ones that are associated to them. I am not yet familiar enough with Saleslogix to pinpoint what the casued this to occur. Any ideas?
S. |
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Re: Remote SYNC
Posted: 22 Jul 08 11:52 AM
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Hi Scott,
How did you do the update?
If you did it in SQL then this will not sync. You can Execute SQL through the SalesLogix Administrator - this will sync.
Cheers,
Steve |
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Re: Remote SYNC
Posted: 18 Dec 08 2:57 PM
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Steve,
Although not what you were responding directly to here - I have a question I believe is related:
We're inserting into the Leads table on the back end through a series of web forms. If a client is in SLX it will not update the leads as they come in; however, if they sign out and sign back in it will grab all the leads up to the present time.
Telling it to resync (f5) on the client side won't grab the new leads - only logging out and in.
Any ideas?
/jt |
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Re: Remote SYNC
Posted: 19 Dec 08 7:50 AM
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Hi Jim,
When you resync try a full refresh Ctrl and F5.
Have you tried using SLXProfiler ot see what is happening when the SalesLogix client is trying to access the leads?
Cheers,
Steve |
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Re: Remote SYNC
Posted: 19 Dec 08 10:44 AM
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Steve,
ctrl + f5 gets them - but I'd still like to find a way to make it happen automatically. Our sales staff, the principle user of SLX, isn't notorious for their willingness/ability to comply with technological constraints.
That said, I haven't checked out SLXProfiler, good idea - I'll go do that now and report back.
Thanks for the help,
/jt |
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Re: Remote SYNC
Posted: 19 Dec 08 11:18 AM
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Steve, turns out this is an even simpler question than I thought.
Hitting f5 resyncs with the database, but that task is done automatically periodically anyway.
Where is the setting to change the frequency of that automatic sync?
/jt |
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Re: Remote SYNC
Posted: 19 Dec 08 9:06 PM
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Hitting F5 does not cause a remote db to sync, it merely causes the SLX client application to requery the underlying database, picking up any underlying data changes to the existing database.
Performing a resync also performs a CTRL/F5 automatically, at the end of the sync cycle, if any changes have been applied to the remote database as part of the sync process.
The frequency at which remote syncs occur automatically is set individually in the Sync Client (Programs / Sage CRM SalesLogix / Sychronisation Client).
Phil |
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Re: Remote SYNC
Posted: 24 Dec 08 9:46 AM
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Hey Phil, thanks so much for the advice.
I feel very much like a n00blet, I'm fine with the backend (sql) end of things and pretty much new to anything having to do with SLX itself. 
So, that said, one last horrific query: We're running this all on a local network, version 7.2, and there's no synchronisation client anywhere on the client machines - did we screw up the install somehow or am I missing something terribly obvious?
Thanks,
/jt |
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Re: Remote SYNC
Posted: 25 Dec 08 3:28 AM
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No worries, happy to help.
When the SLX client is installed, there are two choices: remote client or network client. The network client install is generally used where mobile access to SLX is not required, eg on desktop PCs in an office. These PCs access the main (or host) SLX database directly and do not, therefore, need to sync.
The remote install is the same as the network install, but with a few extra components to support the hosting of a 'remote' database. Remote users access and update this database and changes to the database are passed to the host database via the sync client software.
So ... that explains your situation, if the machines you checked were installed as network clients.
Phil |
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