Good Morning Everyone,
I had a question this morning about the SalesLogix import wizard. OR …should I say, does it exist?
I have been working with SalesLogix for a long time and I often forget that some users are new to the product. The import wizard that is available to SalesLogix users is located in the SalesLogix directory and is not a feature that is accessible within SalesLogix interface.
In other words, you cannot go to a Menu Item or an Icon and open the Import wizard. You can find the import wizard within the SalesLogix Directory on your computer, if you are running the LAN client. If not, you can also find it in the SalesLogix directory on your SalesLogix server.
One you find the importwiz.exe, you are able to double-click on it and run the Wizard. This wizard will enable the users to import basic .csv files or Excel Files.
Check it out, it saves alot of time when trying to get some basic information imported.
There is also a video on youtube.com/customerfx that will show you how to import.