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SalesLogix Activity Alarms

Published by: Dale Richter

This question was posted today.


 


I am a professional organizer and I client of mine uses SalesLogix to manage customer service, sales calls, and appointments. He is frustrated with the calendar feature in that all appointments in his calendar generate a task reminder unless he remembers to go into the calendar and manually mark the appointment as complete. Is there a way around this?

Answer:


 

Good Afternoon  When the Activity reminber window comes up, and you choose to snooze all for a specific period of time, you automatically set an alarm on all activities.If you go to Tools/ Activity Reminder …..you can hightlight multiple activities and choose DISMISS, you are then dismissing the alarms. However, if you are scheduling Activities, you should also be completing Activities, which moves them to History. You should not just be scheduling and never completing. This makes for quite a mess and not a very organized method of managing activities. When you complete activities and they move to History, you know  what has been completed and what has not. You are then easily able to review past account activity by browsing the Notes/History tab. If you have any other questions, please feel free to contact me. You can also view many SalesLogix Webinar on youtube. You can go to www.youtube.com/customerfx  Dale RichterCustomer FX651-251-0207

 

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About the Author
Dale Richter
Dale Richter
Director of Training- I have worked with Customer FX since 1997

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