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  • Query Builder II - Layout, Sorting and Defaults [Video]

    This SalesLogix Training webinar will show the user how to change the layout of a group. Also, how to sort by more than one field. The last tab, defaults will allow the user to create groups without duplicate records. Part 2 of 3 webinars showing other features of Query Builder Link: http://www.youtube...
  • SalesLogix Web Client and SalesLogix Cloud Timelines [Video]

    This short SalesLogix Training webinar will show how to use Account Timelines in the SalesLogix Web Client and SalesLogix Cloud. This new feature is not available in the LAN version of SalesLogix. It will also the user to get a visual representation of what is what happening with their accounts. Check...
  • Using Joins in SalesLogix Web / Cloud [Video]

    This SalesLogix Training webinar will focus on understanding, creating and editing Joins in SalesLogix. A Join is how we connect two different tables in the database. In this webinar we will look at how Joins can effect the data the we see. Check out the video to see all of the details. Link: http:/...
  • Sales Forecasting Part 1 - SalesLogix Cloud / Web Client [Video]

    In this SalesLogix Training webinar we will look at available options for Forecasting Sales and creating a Pipeline. There are several ways a Sales Manager can create Forecasts and Pipelines and we will review each of those. This webinar consists of Part I and Part II Link: http://www.youtube.com/watch...
  • 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 a numbering sequence that you are able to view within...
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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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