Crystal Report Conditions in SalesLogix

I had a question today from a user that was trying to determine which fields the system was using when they setup the “match by” conditions in SalesLogix.


Depending on how the report is setup, you can have the options for Date Range and another for User. The fields that are used when setting this criteria is determined by the Properties of the Report. These properties can be found in the SalesLogix Architect. If you go to Manage/Crystal Reports and then double click on the report that you would like to see the properties.


There will be a Master Date Field and a Master User Field. These are the two fields that determine the data that is accessed when setting up the match by conditions in the SalesLogix Client.


 

ABOUT THE AUTHOR

Dale Richter

Director of Training- I have worked with Customer FX since 1997

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