	Free Trial \|Free eBook\|About Us\| Affiliates \| Contact \|Press\| Blog \| Sitemap

Frequently Asked Questions

Click on a question to navigate through the page:

Why do I keep getting a Server Error?
Why aren't my popup windows coming up?
How do I create custom fields?
I can't create custom fields.
I can't get my custom fields to save data.
Why aren't my imports working?
Can I import another ACT Database?
My notes/history tab isn't showing anything.
How do I change my layout?
My custom fields aren't showing up on the layout.
How do I change the names of the fields?
Everytime I click on , the same name populates no matter the contact.
^NEW!!Change made to Admin Icons!

Why do I keep getting a Server Error?

This could be a series of problems. The first step to take would be to view our training video on the training videos section that shows you how to setup your Settings in Internet Explorer.

It can also be that you have a Third Party Software that is blocking SalesNexus from running. Check all Virus Software and Spyware Software on your computer to see if they have an Exceptions List or a Whitelist where you can add your URL to it.

It could possibly be that your time and date on your local machine is set for a past or future date rather than the correct date. The reason why this would cause a problem is because the cookie that salesnexus downloads expires in 20 days so if its set for a past date then the cookie will automatically expire; if its set for a future date more than 20 days from today then the cookie will automatically expire.

This could also be related to custom fields.

Why aren't my popup windows coming up?

Check in Internet Explorer to make sure that you have "http://*.salesnexus.com" in the allow list:

IEpopupsettings

Also check your google and yahoo toolbars to make sure that salesnexus is in there as well or that the popup blocker is turned off..

Some Virus Software and Spyware software have popup blockers as well, so you may need to check those as well. The IESettings video in our training videos section would be helpful in this situation as well.

How do I create custom fields?

To create custom fields, Go to "Settings" on the left-side toolbar. A popup window will come up, then select "Define Fields" in the first column:

Settingsbutton

In define fields, you can click the "Add" button to add new fields and save them.

Note: In order for those fields to be visible on your layout, you will need to apply them to your layout first (Please refer to your Design Layout Training Manual in your "Library" tab or view the Design Layout video.

I can't create custom fields.

This is more than likely because you are using special characters (e.g. & % $ # . , ' " ( ) ? ). When creating custom fields, you need to make sure that in the field Name, there are no special characters. You can have special in the label when you place it on your layout but not in the actual field name. This may also be the cause for your field not saving data or your server error as well.

I can't get my custom fields to save data.

This could be because you have a field that contains special characters in the field name. Solution would be to delete the field in the define fields section and create it again without the special characters.

Also can be associated with the length of the field that you allowed (e.g. the field could allow 20 characters but you are typing 30 characters, so it will not save). In this case, you would either need to delete the field and create it again with the right length of characters you wish to have or if information has already been inputted and saved for that field, you will need to email SalesNexus Support to help you.

This could also be that you changed the type of the field after saving previous data (e.g. you had a field that was a character type and after saving information for some contacts in that field, you realized that it would be better as a numeric field). In this case, you will need to email SalesNexus Support.

Why aren't my imports working?

The problem could be that the import contains an apostrophe (which salesnexus cannot allow in an import because of code issues). If this is the case, you can do a CRTL + F in your file which will bring up the "Find" box and type in an apostrophe, then click "Find All". Once it finds them, replace them with a double qoute ( " ).

You could be uploading the file as a .xls rather than a .csv file, which is the format that the import needs to be in. To change your .xls file to a .csv; simply click on the "File" menu in your excel sheet and choose "save as". In the popup window at the bottom you will see "Save as type"; in that drop-down, select CSV (comma delimited). You will get two prompts. The first one, click "Yes" and the second one, click "Ok".

It could also be that you are importing more than a thousand records at a time and your import is timing out. In this case, you will need to condense your import to 1000 records per import.

If you are mapping to a field called "Note" in the database, that will cause an error unless you've created your own custom field called note. The one in the database that comes with it is an invalid field.

Another problem might be that you have multiple lines in some cells of your import sheet (e.g. In the address field, you might have all the address information as well as the Suite Information that is separated by a line break).

Can I import another ACT Database?

Yes. An additional ACT import is available but will require a charge. Charges vary depending on size and customization of the database. Charges are $125/per hr.

My notes/history tab isn't showing anything.

Make sure that all the checkboxes in the filters are checked:
nhfilter

If they are, please email SalesNexus Support

How do I change my layout?

To change your layout, it requires a process which can be found in your "Library" tab called "Design Contact Layout Manual" or on our Design Layout video on our training videos page.

We also offer training sessions for this subject at $125/per hr. If you are interested in purchasing this training, please email SalesNexus Support.

My custom fields aren't showing up on the layout.

This is probably because you've only created the fields in the "Define Fields" section but haven't applied them to your layout. Please review the "Design Layout Training Manual" in your library tab to follow the appropriate steps. You will need to download our layout tool which the manual will show you where to get it.

If the custom fields aren't showing up for other users, then it just might be that you haven't Deployed the layout for all users yet. That can be found in the "Settings" button on the left-side toolbar, then the first column will have "Deploy Layout for all users".

How do I change the names of the fields?

To change the names of fields that you have in the database, go to the "define fields" section in the "Settings" icon.

Note: Changing field names will require you to reapply them to you layout (e.g. You changed the name of ID/Status to Type. You will need to change the layout by deleting ID/Status from the layout and then applying the field called Type, which still carries the values of ID/Status.

Everytime I click on , the same name populates no matter the contact.

This is because you have your cookie settings to NEVER update and it is pulling from your system cache. To change it, go to Internet Options under your Tools menu, and select "Settings" where it says, Browsing History. A popup window will come up which is where you can change it to "Automatic":

If problem persist, please email SalesNexus Support.

Change made to Admin Icons!

There have been changes made to some of the Admin Icons such as: User Admin, Home, and Customize. They are all under an icon called "Settings" on the left-side toolbar.