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  • Setting Up New Users in Infor CRM v8.x

    When you install a new Saleslogix system, one of the first tasks you need to accomplish is creating the Saleslogix users. After all, how useful can Saleslogix be without a user base? During this workshop we will focus on the the different options available to the Administrator when setting up a new user. We will also review standard practices to help the Administrator tackle this task with ease. At the conclusion of this workshop you will be able to properly create new Saleslogix users.
  • Infor CRM Web v8: Using the What's New Option

    If you want to find out what changes have been made in SalesLogix since your last login, or even earlier in the day, then you need to make use of the What's New option. You can use the Whats New feature to see new or modified Accounts, Contacts, Leads, Opportunities, Activities, Notes, History, Contracts, Defects, and Returns.
  • Saleslogix Customization 101

    Are you in need of some basic customizations for your SalesLogix Web system? It's time to learn the basics and get the tools you need to make screen changes and other customizations. This is the class you need to get a handle on how to customize your SalesLogix Web and to understand the Application Architect and deployment process better. Best of all, you'll get familiar with what you can get done without code!
  • Saleslogix Web - Navigating the Web Client

    This workshop is specifically designed for the new, inexperienced Saleslogix Web user. In this workshop we will focus on navigating the Saleslogix Web workspace. General topics will include: Icons Toolbars User Preferences Menus Setting up your workspace...
  • Developer Training - Building Solutions for Saleslogix Web

    The Building Solutions for SalesLogix Web class provides developers with "start to finish" training for SalesLogix Web. This class takes you through the entire process of building a complete MainView solution in SalesLogix Web to cover the widest range of scenarios.
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