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.
Registration is now open for the June 4th Midwest SalesLogix User Group (MSUG) meeting in Chicago. This summer's half day, breakfast included, meeting will take an in-depth look at how to Increase Productivity and Improve Sales in the down economy.
Part of the Microsoft Dynamics CRM base package comes with the Windows workflow engine that allows for codeless workflow deployment. What this basically means is that you are able to update your CRM database without ever leaving Outlook. For example, as a user, when I schedule an activity in... Continue Reading
WinMerge is an Open Source differencing and merging tool for Windows, similar to UltraCompare. To set it up in the Application Architect open the program and select the Tools -> Set Differencing Tool menu item and fill it out as follows:
We recently had a request to capture the changes made to a grid on an Opportunity Tab in SalesLogix. The three items requiring capture were:
- Any time a record was deleted
- Any time a record was added edited via an Add Edit Form
- Any time a check box in the grid... Continue Reading
I have found that one of the easiest ways to import leads into SalesLogix is through the use of the Import Leads tool. Being more of an end user than an administrator, I find it to be extremely user friendly and I am able to access it directly through my SalesLogix Client.
These SalesLogix classes are based off of Sage's Certified Course Curriculum, which offer plenty of hands-on exercises and step-by-step instructions. The manuals that attendees take home with them after the class can be very helpful resources later on when they are trying to implement... Continue Reading
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.
Leads in SalesLogix that were converted into an Account/Contact can be tracked in three ways.
The first and easiest way to track Leads in SalesLogix is in the Account and Contact Notes/History Tabs. Both the Account and Contact in SalesLogix will have a history item of type note inserted... Continue Reading