Login / Register  search  syndication  about

          Infor CRM Questions & Answers

Your place to get answers to your SalesLogix related questions.

 Home  |   Subscribe via RSS  |   Subscribe via E-mail  |   

How can you reorganize the answers for a Decision-Question item in SalesLogix Contact Processes?

Question:

If I place a "Decision - Question" item on the process, I can then have multiple lines of results for this question.

For example...
Q) Do you wish to continue with this call?
A1) Yes.
A2) No, close the process.
A3) No, but schedule a call-back.

However, the Architect does not seem to want to let me change the order in which the answers appear. In the client they appear as...

Q) Do you wish to continue with this call?
A2) No, close the process.
A1) Yes.
A3) No, but schedule a call-back.

... which is does not come in the natural order that users expect. 

The responses seem to appear in the order in which they branch from the question mark in the process designer. Unfortunately, I cannot find a way of reorganizing the order in which the branches appear, and therefore the order in which the responses appear on screen to the user.

Answer:

When designing a process, click the item after the "Question" that you want to reorder and use the "page up" and "page down" buttons. This will place the item either at the top or the bottom of available outcomes.

I haven't found a way of moving the item up or down one level at a time, but with a bit of juggling you can indeed change the order of the resulting decisions.

 

 

 

What's This?
  
Bookmark and Share

About SalesLogix Support

   Your SalesLogix Business Partner for SalesLogix Support.


Related Content
   How do I remove users from my Infor CRM system (formerly SalesLogix)?
I had an Administrator ask me for the steps they needed to take in order to remove a user from the Infor
Posted on May 08, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   Infor CRM (Formerly Saleslogix) v8.1 update 03 and 05- Uncaught Error Scheduling Contact Processes
 In the Infor CRM (formerly Saleslogix) web client, under the Contact area you have the ability to s
Posted on May 07, 2015 by Kris Halsrud to Kris Halsrud's Blog
 
   Problem Showing All Area, Category, and Issue Values in Infor CRM (Saleslogix) Mobile And How to Fix
There is an issue with the Infor CRM (Saleslogix) Mobile client where, if you have a large list of Area,
Posted on Apr 24, 2015 by Ryan Farley to Ryan Farley's Blog
 
   InforCRM 8.1 (formerly SalesLogix) SpeedSearch Repair
If the Speedsearch Server is returning an error "Unable to locate the SpeedSearch Directory" a
Posted on Apr 24, 2015 by Mark Duthoy to SalesLogix Support
 
   Determining User Rights in the Infor CRM (Formerly Saleslogix) LAN Client
I recently had a client ask how to get a query to tell which users have rights to add, edit, and delete v
Posted on Apr 03, 2015 by Kris Halsrud to Kris Halsrud's Blog
 
Comments

No Comments
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