Login / Register  search  syndication  about

          Free SalesLogix Training

SalesLogix Training Videos. View the Latest SalesLogix Cloud / Web Training Videos by Dale Richter, Trainer Extraordinaire.

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

SalesLogix Activity Alarms

This question was posted today.

 

I am a professional organizer and I client of mine uses SalesLogix to manage customer service, sales calls, and appointments. He is frustrated with the calendar feature in that all appointments in his calendar generate a task reminder unless he remembers to go into the calendar and manually mark the appointment as complete. Is there a way around this?

Answer:

 

Good Afternoon  When the Activity reminber window comes up, and you choose to snooze all for a specific period of time, you automatically set an alarm on all activities.If you go to Tools/ Activity Reminder …..you can hightlight multiple activities and choose DISMISS, you are then dismissing the alarms. However, if you are scheduling Activities, you should also be completing Activities, which moves them to History. You should not just be scheduling and never completing. This makes for quite a mess and not a very organized method of managing activities. When you complete activities and they move to History, you know  what has been completed and what has not. You are then easily able to review past account activity by browsing the Notes/History tab. If you have any other questions, please feel free to contact me. You can also view many SalesLogix Webinar on youtube. You can go to www.youtube.com/customerfx  Dale RichterCustomer FX651-251-0207

 

What's This?
  
Bookmark and Share

About Dale Richter

  


Related Content
   Fixing the Orphaning of Salesfusion Data when Converting Leads to Contacts in Infor CRM (Saleslogix)
We have had a couple of client recently come to other with the same problem-When you convert a Lead to a
Posted on Sep 19, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
   Official Infor CRM Acquisition FAQ
What to expect now that Saleslogix is Infor CRM. Like many of you, it will take some time (probably a
Posted on Sep 18, 2014 by Brianna Ojard to The Inbox
 
   ComboFix Kills Saleslogix Sync
ComboFix, a third party malware utility, will alter the Operating system so .qts and .que files will no l
Posted on Sep 12, 2014 by Brianna Ojard to SalesLogix Support
 
   How do I access the new Opportunity that I created in Saleslogix??
I had a user ask why they could not access a Salelogix opportunity when they clicked the hyperlink from t
Posted on Sep 04, 2014 by Dale Richter to SalesLogix Questions & Answers
 
   Retrieving Items from a Picklist via Javascript
Saleslogix is very light on how to use client side processes to do things in the Saleslogix web client.&n
Posted on Aug 29, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
Comments

 

Twitter Trackbacks for Activity Alarms - Free SalesLogix Training [customerfx.com] on Topsy.com said:

Pingback from  Twitter Trackbacks for                 Activity Alarms - Free SalesLogix Training         [customerfx.com]        on Topsy.com

July 16, 2010 3:48 PM

Leave a Comment

(required)  
(optional)
(required)  
Add
All contents Copyright © 2014 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