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  |   

What are the settings in SalesLogix that determine what fields a user can see or not??

Question: One of our users is not able to see some of the fields in the Opportunities Detail View. What settings would make this happen?? Answer: I would check the Security Profiles. You can see them in the SalesLogix Administrator. Go into Manage/Security Profiles. If you look in the profile the user has as a default profile, the fields may be marked as NO ACCESS. OR, if the record is owned by a certain Team, you might want to check the security profile on that user, for that team.
What's This?
  
Bookmark and Share

About SalesLogix Support

   Your SalesLogix Business Partner for SalesLogix Support.


Related Content
   Can I Bind an Attachment to a Specific Activity in Infor CRM version 7.54?
Recently I had a user ask if they could bind an attachment to a specific Activity within Infor CRM??
Posted on Jul 07, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   Infor CRM (formerly SalesLogix) Administrator Locked Out
I thought I had seen all the issues affecting the datalink but this was a new one. We could not login t
Posted on Jun 18, 2015 by Mark Duthoy to SalesLogix Support
 
   How I assign ownership to a group of Leads in Infor CRM?
There is a tool within Infor CRM to align Accounts to different Account Owners. It is called Territory Re
Posted on Jun 05, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   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
 
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