Login / Register  search  syndication  about



Infor CRM (formerly Saleslogix) Web - Creating Groups

Creating a Group is a great way to save time when you need to work with a subset of records in your Infor CRM database.  Groups are a collection of accounts, contacts, or opportunities that share a common value or characteristic.  Groups allow a user to accomplish a task or perform job functions, such as sending a direct mail piece or conducting a telemarketing campaign, to a specific subset of records.  The great thing about the Group functionality is that the user can create a group to use repeatedly so that there is no need to re-query the database every time.

This Workshop will focus on creating groups to make your life easier:

  • Creating groups using custom fields/tables
  • Creating Local Joins and Global Joins
  • Using innovative ways to find the value you want, e.g.; Activity Types

Upon completion of this workshop the user will have the skills and knowledge to effectively create groups and utilize the features of Infor CRM group building tools.

Workshop Registration

  Workshop registration is only available to registered users.

Registration is FREE and entitles you to full benefits, such as workshops, labs, and more!

To register for this workshop, you must do one of the following:

Select a Scheduled Workshop to Register

No scheduled workshops - Contact us to request your own private workshop

Bookmark and Share
All contents Copyright © 2015 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register