July 2010 - Posts

• Using Defects and Returns in SalesLogix Cloud / SalesLogix Web

  In this SalesLogix Training webinar the user will learn to use Defects and Returns in association with Tickets in SalesLogix Web / SalesLogix Cloud. Each of these are an entity of their own, with ability to add groups and additional detail information... Read more Posted Jul 23 2010, 01:20 PM by Dale Richter with no comments Tags: SalesLogix Training, SalesLogix Web, SalesLogix Web Client, SalesLogix: SalesLogix Web Client

• 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... Read more Posted Jul 20 2010, 12:01 PM by Dale Richter with 1 comment(s) Tags: SalesLogix, SalesLogix Cloud, SalesLogix Video, SalesLogix Web Client

• SalesLogix Activity Alarms

  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? Read more Posted Jul 16 2010, 03:13 PM by Dale Richter with 1 comment(s) Tags: SalesLogix, SalesLogix Training

• SalesLogix List View

  This question was posted by one of my customers. You know how in Microsoft Excel there is a gray column along the left side that is a line count of the rows? Is there a way to show such a column in the Contact-Groups list view? Answer- No, there is not... Read more Posted Jul 16 2010, 08:30 AM by Dale Richter with 1 comment(s) Tags: SalesLogix, SalesLogix Cloud, SalesLogix Training, SalesLogix Web, SalesLogix Web Client, SalesLogix: SalesLogix Web Client

• Using Contracts with Accounts and Tickets in SalesLogix Cloud / SalesLogix Web

  This SalesLogix Training webinar will show the user how to create and use Contracts in SalesLogix Web / SalesLogix Cloud. They will create contracts on the Account Detail view and then use the contracts on the Insert Ticket Dialog box. Read more Posted Jul 15 2010, 06:10 PM by Dale Richter with 1 comment(s) Tags: SalesLogix, SalesLogix Cloud, SalesLogix Training, SalesLogix Video, SalesLogix Web

• Creating New Tickets in SalesLogix Cloud / SalesLogix Web [Video]

  This SalesLogix Training webinar shows the user how to create New Tickets in SalesLogix Cloud SalesLogix Web Client. Tickets allow user to create a ticket to resolve issues that customers may have with your products. This will also allows you to track... Read more Posted Jul 02 2010, 08:07 AM by Dale Richter with no comments Tags: SalesLogix Cloud, SalesLogix Training, SalesLogix Web, SalesLogix Web Client