April 2007 - Posts

• Accessing the Process Manager and Creating a Process That Inserts a Note

  More Great Process Questions...And Great Answers! I was going through the list of questions from the Workshop "Creating a Contact Process for SalesLogix v6.2 and Above" and I chose an additional two to post today. The first has to do with a difference Read More... Posted Wednesday, April 18, 2007 2:34 PM by Brianna Tinjum | 0 Comments

• Creating a Contact Process

  Contact Processes Can be Tricky! The Workshop "Creating a Contact Process for SalesLogix v6.2 and Above" on Friday April 13th was a success and sparked some interesting questions. The first 3 questions I am posting deal with Creating a Telemarketing Script, Read More... Posted Tuesday, April 17, 2007 2:38 PM by Brianna Tinjum | 0 Comments

• Merging Contacts Using ONLY the Duplicate Wizard and Merging Attachments Using the Duplicate Wizard

  Duplicate Wizard to the Rescue! As you may know, there are many different ways to merge. What you may not know is how helpful the Duplicate Wizard can be when executing a merge. Check out these two questions from the Workshop "Merging Records for SalesLogix Read More... Posted Friday, April 13, 2007 12:56 PM by Brianna Tinjum | 0 Comments

• Team Ownership and One-to-One Fields

  Good Questions, Good Answers! There are many ways to merge and many options to think about during the merge process. These 2 questions from the Workshop - Merging Records for SalesLogix v6.2 and Above - on Friday April 6th may give you some insight the Read More... Posted Thursday, April 12, 2007 9:48 AM by Brianna Tinjum | 0 Comments

• Merge Records, Merge Accounts and Merge Wizard

  Do you know how to Merge? The April 6th Workshop - Merging Records for SalesLogix v6.2 and Above - generated some merging question that you may find interesting and helpful in your merging endeavors. Check out these questions and anwsers here... - Read More... Posted Wednesday, April 11, 2007 2:58 PM by Brianna Tinjum | 0 Comments

• Duplicate Email Addresses, Duplicate Leads and Checking for Duplicates

  The April 6th Workshop - Merging Records for SalesLogix v6.2 and Above - produced some great questions! The first 3 questions that I am posting from this Workshop all pertain specifically to duplicates. To see the questions and answers click here... Read More... Posted Tuesday, April 10, 2007 9:33 AM by Brianna Tinjum | 0 Comments

• Good Question of the Day - Merging and the Detail View

  So you're going to merge a couple of duplicate records, but what about the fields that are in the Detail View? This is a great question that was posted today by Amy. Check out the question and answer here... Read More... Posted Friday, April 06, 2007 1:17 PM by Brianna Tinjum | 0 Comments

• Phone Extensions

  There is no question too big or small and we want every user to know this. Ask questions, don't be shy! Last week I had a call from a user that is brand new to SalesLogix with a question regarding adding phone number extensions. Check out the question Read More... Posted Tuesday, April 03, 2007 12:38 PM by Brianna Tinjum | 0 Comments