Troubleshooting Desktop Integration - Send SLX and Record to History

Possible Causes and Solutions:

• The Desktop Integration Module is not installed.
• You must install the Desktop Integration Module.
• The Desktop Integration Module was installed before your browser was installed.
• If you installed your current browser after you installed the Desktop Integration Module, you must reinstall the Desktop Integration Module using your current browser.

This can occur if you installed Firefox after installing the Desktop Integration Module using Internet Explorer.

• Browse to the SLXDesktopManager.exe and open it manually. The location of this file depends on your operating system:

The default location is:

\\Documents and Settings\[username]\Local Settings\Application Data\ (XP/2000/2003) or

\\Users\<user.domain>\appdata\local (Vista/7/2008).

Possible Causes and Solutions:

• The Desktop Integration Module is not installed.
• You must install the Desktop Integration Module.
• The Desktop Integration Module was installed before your browser was installed.
• If you installed your current browser after you installed the Desktop Integration Module, you must reinstall the Desktop Integration Module using your current browser.

This can occur if you installed Firefox after installing the Desktop Integration Module using Internet Explorer.

Possible Causes and Solutions:

• The Sage SalesLogix Desktop Manager database information is not set up.
• You must set your Desktop Integration options. See the "Sage SalesLogix Desktop Manager History Options" topic in the Sage Desktop Manager Help for step-by-step instruction

• The option to prompt for unresolved contacts or leads may be turned off. If a contact or lead cannot be found and you are not prompted to resolve those records, then the e-mail will not be recorded to history in Sage SalesLogix.
• Check your E-mail Options.

• Your options to prompt for duplicate contacts or leads may be turned off. If more than one contact or lead have the same e-mail address and you are not prompted to resolve those records, then the e-mail is recorded to history for the record that has the most history records.
• Check your E-mail Options.

Possible Causes and Solutions:

• The Desktop Integration Module is not installed.
• You must install the Desktop Integration Module.
• You can only drag and drop e-mails on the Contact, Account, Lead, Opportunity and Ticket Detail views.