Saleslogix Default Group Layout

 Question:

How can I default the formatting of columns in my Saleslogix groups?

 

Answer:

If you go into Tools/Options and access the groups tab.

You can set the default group for each different entity.

When you set the default group for an entity, this is also the default formatting of the layout for any new groups you create in that entity.

ABOUT THE AUTHOR

Dale Richter

Director of Training- I have worked with Customer FX since 1997

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