Articles by Dale Richter

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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 BuilderLink: video below:

Using Defects and Returns in SalesLogix Cloud / SalesLogix Web

In this SalesLogix Training webinar the user will learn to use Defects and Returns in association with Tickets in SalesLogix Web / SalesLogix Cloud. Each of these are an entity of their own, with ability to add groups and additional detail information if needed.This funcionality also enables you to track the number of Defects and […]

SalesLogix Import Wizard

Good Morning Everyone, I had a question this morning about the SalesLogix import wizard. OR …should I say, does it exist? I have been working with SalesLogix for a long time and I often forget that some users are new to the product. The import wizard that is available to SalesLogix users is located in […]

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