Sage SalesLogix      CRM Consulting

 

Initial Support Questions 
Please Fill All Required (*) Entries

*Company Name:
*Contact Name:

Title:

Contact Email:  

*1) Describe your issue:

2)   Where is the issue happening? 
   a)     Remote, Workgroup, Citrix, Remote Office
   b)     Administrator, Architect, sync server, sync client
  
c)     Outlook, Word, Excel, Crystal, other

3)   What were you doing when the problem occurred (what steps did you take to produce this error, what button was clicked, etc.)?

4)   Has this happened more than once?
    a)     Do you know the steps to making it happen again?
    b)     Does it happen consistently?
    c)     Do you notice a pattern in the occurrences?

5)   After rebooting the machine, does it still happen?  

6)   Are other instances of Sage CRM SalesLogix running?
     a)     Client
     b)     Architect
     c)     Administrator

7)   Have you checked event logs?
     a)     On the client machine?  
     b)     On the server? 

Event Log Details:

8)   What other programs are running when the error occurs?

9)   Can you duplicate this on another machine? 

10)  Can you duplicate it as another user? 

11)  Has anything changed (provide details)?
      a)     New program installed?    
      b)     New Service pack installed?

12)  Did you receive any errors earlier in the day (provide any details)?
      a)     In Sage CRM SalesLogix?
      b)     In another Application?

13)  Computer info
      a)     RAM
      b)     Processor Speed
      c)     Operating System

 

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