Creating a Group is a great way to save time when you need to work with a subset of records in your SalesLogix database.  Groups are a collection of accounts, contacts, or opportunities that share a common value or characteristic.  Groups allow a user to accomplish a task or perform job functions, such as sending a direct mail piece or conducting a telemarketing campaign, to a specific subset of records.  The great thing about the Group functionality is that the user can create a group to use repeatedly so that there is no need to re-query the database every time.

This Workshop will focus on creating groups to make your life easier:

• Creating groups using custom fields/tables
• Creating Local Joins and Global Joins
• Using innovative ways to find the value you want, e.g.; Activity Types

Upon completion of this workshop the user will have the skills and knowledge to effectively create groups and utilize the features of SalesLogix group building tools.

Workshop registration is only available to registered community members. Registration is FREE and entitles you to full community benefits, such as workshops, forums, downloads and more! To register for this workshop, you must do one of the following: Register to become a community member Sign in if you are already a member

Select a Scheduled Workshop to Register

Feb 20, 2012 - SalesLogix Web - Creating Groups