If for some reason this bundle needs to be removed, you do not need to remove the entire bundle. Although sometimes this may be preferred. What am I talking about????? If you have been using functionality from a bundle for a period of time, you may have data that has been placed into tables and fields that were installed as part of the bundle.
You can certainly remove a bundle, but not remove the tables and fields within that bundle. This will ensure that you data stays in place until you have the corrected bundle installed. When the build is complete, you will need to deploy the web site to make the modifications available to your users. Deploying, when complete, will force users currently in SalesLogixd to log back into the system. You may want to wait to deploy until after hours, or untill there is minimal traffic on your database.
This will open the Core Portals window. The Deployment will also take a few minutes to complete. After the deployment is finished, users can log back into the system and new functionality should now be available. Your email address will not be published. Contact Us. Share Tweet Share Email. In SalesLogix, you can run reports that tell you how much income was generated from the orders you have received. QuoteWerks also has a built-in reporting module that can create similar reports.
When saving a quote QuoteWerks offers to schedule a follow up call for you in SalesLogix. By scheduling follow up calls you increase your chances of closing the sale!
The follow up call will be listed under the Activities tab in SalesLogix. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive. This feature is different from the DataLink feature described above in that this extra data is pulled from SalesLogix and printed, but not saved with the quote.
When you need to save the information pulled from SalesLogix into the quote, you would use the DataLink feature.
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