You get a handful of Groups out-of-the-box when you purchase SalesLogix - some that may be useful, and some not. If you find that they are almost useful, you can take some initiative and make them useful for your organization by copying the group, and then changing the logic. For instance, let's say you want to change the Latest Accounts group to show Accounts that have been modified in the last 60 days (the default is 30), and that are labeled as Type = ‘Prospect', and you want everyone to see this in place of the original Latest Accounts group.

This is really quite easy... To do this, login to the SalesLogix Client as the Administrator. Right click on the tab for the group when you are in list view, and select ‘Copy'. From there, go to the conditions. You see the original condition of Modified in the last 30 days:

Double click on the condition, and change the ‘30' to ‘60'.

Click ‘Ok'.

Make sure the Account table is selected in the upper left hand side, and on the right, double click on ‘Type'. Change the Operator to ‘Equal to'. Hit the Browse button and choose ‘Prospect' (or any other type(s)).

You will see two groups - Latest Accounts and Copy of Latest Accounts. You will want to change the name of the Copy Group, so double click on that, and change the name under the Properties tab. In our example, I'll name it Latest Accounts - TAI.

In the SalesLogix Architect, go to Manage Plugins, and change the filter by option to Groups and Groups ACO. If you click on Accounts on the left hand side, you will see your new group, and the old Latest Accounts group. Release your new group to Everyone. Click on the old Latest Accounts group, select Release, and remove the Everyone from it (to unrelease it). It should look like this:

Log into the SalesLogix Client as any user who is not the Admin to test it out. You should see your new group, and no sign of the old Latest Accounts group.