SalesLogix Web – Installing Desktop Enhancements
Posted By: Alex.Cottner on February 16th, 2011 in Saleslogix
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The SalesLogix Desktop Integration Components are required for features like Drag and Drop, Mail Merge, SendSLX, etc. This can be installed from the SalesLogix login screen.

Note that Windows Vista/7 users may need to install this with ADMIN privileges.

On the Login screen of your SalesLogix Web Client, you will see the following…

Click the “Enhance SalesLogix” button to downlad the Desktop Integration Components installer. Follow the prompts to install.

After the installation is done, the file can be launched manually from these paths, however they should start up on their own:

On Windows XP/2003: C:\Documents and Settings\username\Local Settings\Application Data\Sage
On Windows Vista/7/2008: C:\Users\username\AppData\Local\Sage

Setup:

You only need to provide the base URL of your SalesLogix website along with your SalesLogix Username and Password. If your organization uses windows authentication, you can check the “User Windows Authentication” checkbox.

For example:

Note: If users keep getting a prompt that the SendSLX failed due to SData not being setup correctly you can erase all the queued messages from outlook by deleting them from the approprate directory:

  • On Windows XP:
    C:\Documents and Settings\username\Application Data\SalesLogix\Outlook\TempMailDir
  • On Windows Vista/7:
    c:\users\username\appdata\roaming\saleslogix\outlook\tempmaildir

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