July 2008 - Posts

• SalesLogix Teams

  Granting read only access. Many companies configure SalesLogix to grant read only access to certain individuals, or teams, and today we had a member who was wondering how this can be done. If you have a need for granting read only access, or may in the Read More... Posted Thursday, July 17, 2008 2:25 PM by Brianna Tinjum | 0 Comments

• Lead Creation Date

  Good Question of the Day, Monday July 14, 2008. Happy Monday and welcome back to work. My week is starting off well and I hope the same can be said for all of you! We had a great question come in today from a member who was wondering about the Lead create Read More... Posted Monday, July 14, 2008 2:20 PM by Brianna Tinjum | 0 Comments

• Grouping at the Account Level Based on Contact Level Data

  Good Question of the Day, Tuesday July 8, 2008. We all know that when it comes to creating a group the list of possible conditions can seem endless, and sometimes the condition you are looking for does not seem to exist. I know this from first hand experience. Read More... Posted Tuesday, July 08, 2008 2:14 PM by Brianna Tinjum | 0 Comments

• Great Questions About Running Reports

  Good Questions of the Day, Monday July 7, 2008. Happy Monday! I had a fantastic 3-day weekend - barbequed with friends, played croquet and frisbee, saw fireworks - and I don't think it could have been any better. I hope all of you had a great weekend Read More... Posted Monday, July 07, 2008 2:14 PM by Brianna Tinjum | 0 Comments

• Product Import and Lead Distribution

  Good Questions of the Day, Wednesday July 2, 2008. We've hit mid-week and I'd like to draw your attention to a couple of good questions that we've received recently. Importing products into SalesLogix is a serious process and it is important that it is Read More... Posted Wednesday, July 02, 2008 2:16 PM by Brianna Tinjum | 0 Comments