Creating SalesLogix Groups and Sharing Them With All Users.

Question:

In the past we provided all our users with instructions to set up SalesLogix groups.  This has resulted in far too many groups for the Administrator to
sort through when they are logged on. 

Can we:

1) Delete all user defined tabs?

2) Have the Administrator create & then distribute the consistent tabs?


Answer:

Although this may see like a good plan, having users set up their own groups saves time for the Administrator.  If there are too many groups for the administrator to view, go into Mange Groups and uncheck the ones that you do not want to be visible.

Having users create their own groups enables them to get exactly what they want, when they want it.  The Administrator may want to create some common groups, but still allow users to create some of their own.

 

 

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