SalesLogix: Using Activity -> Members
When an Activity is scheduled in SalesLogix it is automatically assigned to the user creating the Activity. This user is the Activity Leader. The Activity Leader then has the option of adding other SalesLogix users to the Activity via the Members Tab.
Continue readingCapturing History in SalesLogix
We recently had a request to capture the changes made to a grid on an Opportunity Tab in SalesLogix.
Continue readingHiding Tabs in SalesLogix v7.5 Web Client
SalesLogix has a handy feature that has been around through many versions of the software. Some organizations use the feature, some have never heard of it, some will never have a use for it. If you read the title, you would know that I am talking, of course, about hiding tabs.
Continue readingAccessing Your SalesLogix via Remote Database vs. Remote Desktop
SalesLogix has two methods of accessing your data when you are not in the office: Remote Desktop and Remote Database.
Continue readingSage SalesLogix v7.5 Activities in Leads
Prior to SalesLogix v7.5, I was not able to create Activities in the Leads entity in SalesLogix. This often prohibited me from actually using Leads and I would enter my leads into the regular Accounts and Contacts entities.
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