Creating Group Filters in SalesLogix Application Architect

Free workshop Thursday, August 9th, 2012 at 2pm CDT.

Filters within the
SalesLogix Web Client allow users to restrict the information displayed in
SalesLogix groups.  Filters can be created against an entity from
within the Application Architect and are available for any group built against
the entity.  In this workshop, we’ll walk through the steps of
creating a new filter within an entity.

This workshop will include:

• Creating a new filter for an entity
• Filter properties
• Examples of different filter types
• Creating a filter based on linked user field (i.e. Regional Manager)

When this workshop is complete, you will be able to create your own custom
filters for groups in SalesLogix web.

Register now!


Submit a Comment

Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!

You have Successfully Subscribed!