Login / Register  search  syndication  about

SalesLogix Support

SalesLogix Cloud / Web / LAN Support Topics from Mark Duthoy

Using the Copy Profile Option in SalesLogix 7.5 Admin

The Copy Profile function in SalesLogix Admin provides a quick way to set selected users up with either an existing profile template or by copying the profile of an existing user.  The administrator has the ability to copy up to ten separate sub profiles to any or all SalesLogix users.  This is a great way to streamline creation of new users!  However, there are no restrictions on copying profiles and you can lock up the Administrator or create calendar access issues if you copy calendar information to web users.  When using the copy profile function for web users DO NOT copy Calendar information from one user to another - this may cause access issues for the users you are copying the calendar data to.  Use the User Profile Calendar Tab to create calendar access for web users.  If you are copying employee or general access to other users and you are using a manager for your profile you can end up changing the manger flag to T for all of those users and this will create a problem for the SalesLogix employee hierarchy that will essentially lock you out of the Administrator.  This can be corrected by opening the Usersecurity table and resetting the managerid flag to F where applicable.  I encourage any administrator to take advantage of this functionality but use it with caution.

 

What's This?
  
Bookmark and Share

About Mark Duthoy

  


Related Content
   How to Disable the ComboBox Control in the Infor CRM (Saleslogix) Web Client
There's a problem with the ComboBox control in the Infor CRM (Saleslogix) Web Client. It won't di
Posted on Jan 22, 2015 by Ryan Farley to Ryan Farley's Blog
 
   Problems running Crystal Reports in the Infor CRM (formerly Saleslogix) LAN client
We recently had a client that was using the Crystal RDC object in VBScript within the LAN client to run a
Posted on Jan 20, 2015 by Kris Halsrud to Kris Halsrud's Blog
 
   Infor CRM (formerly Saleslogix) Web Client - How Time Zones Work
The Infor CRM web client utilizes  a couple of methods to determine and then present what timezones
Posted on Jan 09, 2015 by Kris Halsrud to Kris Halsrud's Blog
 
   Infor CRM Summary Report
I had a user ask me what is the best way to figure out database statistics: 1. How many records are in
Posted on Jan 09, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   Index of Posts for Starting with Infor CRM (Saleslogix) Development
The blogs on customerfx.com go all the way back to 2003. There's years and years worth of information
Posted on Dec 30, 2014 by Ryan Farley to Ryan Farley's Blog
 
Comments

 

John Petrozelli said:

In what way could direct Sales to Contacts from MAS500 to Contact detail view in SLX 7.5 Lan? We currently direct the Sales to the Contacts Account via the Ship to ID.Then display a group of the sales for a particular time frme. Then go line by line entering the Sales of the Contact via a note within the Contact detail view. Is there any better way you can think of to associate Sales to Contacts. If we could automate this task to some degree it would be of great help.

June 11, 2009 7:44 AM

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