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  • 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...
    Posted to SalesLogix Support (Weblog) by on
  • Function Security In SalesLogix

    We recently came across a client that could not open Attachments in the 7.5 lan client. Initially we thought there was a problem with the Account form but after further digging discovered the security for this user was changed to prevent them from Opening, Deleting, Editing or Updating Attachments. So...
    Posted to SalesLogix Support (Weblog) by on
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Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

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