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All Tags » Attachment » Training ( RSS)
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When using the Send SLX button in Outlook to add an email history to a SalesLogix Contact you will see a simple interface asking if you want to attach the email to a particular contact and possibly save the attachments to the record. What happens if you are using the Send SLX button and you do not have SalesLogix open?
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One of the requirements for sharing attachments and library files is a shared folder open to all SalesLogix users. Security on this folder should be set to full control. We usually test the shared folder
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