Editing Filters in Saleslogix Web Client 8.0

Question:

 Is it possible to add or remove Saleslogix filters from the List view in Accounts?

 

Answer:

 Yes, In the Application Architect you can go into your VFS file system and expand into your Saleslogix Application Entities.

When you find the specific entity that you would like to edit…like Accounts, expand this and find the Filters Folder. You can right click on Filters and add filter.

You can also highlight a filter and delete it.

When you add a new filter, make sure that the column is in the layout of the group that you would like to use the filter on.

Also when you add a new filter you must build and deploy the changes so they show up in the Web client.

 

Want content like this delivered to your inbox? Sign up for our newsletter!

Submit a Comment

Your email address will not be published.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