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 Import Wizard

Good Morning Everyone,

I had a question this morning about the SalesLogix import wizard. OR ...should I say, does it exist?

I have been working with SalesLogix for a long time and I often forget that some users are new to the product. The import wizard that is available to SalesLogix users is located in the SalesLogix directory and is not a feature that is accessible within SalesLogix interface.

In other words, you cannot go to a Menu Item or an Icon and open the Import wizard. You can find the import wizard within the SalesLogix Directory on your computer, if you are running the LAN client. If not, you can also find it in the SalesLogix directory on your SalesLogix server.

One you find the importwiz.exe, you are able to double-click on it and run the Wizard. This wizard will enable the users to import basic .csv files or Excel Files.

Check it out, it saves alot of time when trying to get some basic information imported.

There is also a video on youtube.com/customerfx that will show you how to import.

Dale Richter

Customer FX

What's This?
  
Bookmark and Share

About Dale Richter

  


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 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
 
Comments

 

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

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

July 20, 2010 4:20 PM

Leave a Comment

(required)  
(optional)
(required)  
Add
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