April 2012 - Posts

• Creating Pivot Tables and Graphs in Excel

  Check out this video by clicking HERE to see a demonstration on how to quickly create multiple SalesLogix reports using Excel Pivot Tables. Read more Posted Apr 26 2012, 04:26 AM by Scott Weber with no comments

• Link Multiple Contacts to a single Activity record

  Customer FX has created a new capability for the Sage SalesLogix web client that enables you to link multiple Contacts to a single Activity record. Once the Activity is completed, a separate History record is created for each of the linked Contacts. Read more Posted Apr 25 2012, 02:05 PM by Scott Weber with no comments Tags: SalesLogix Cloud