How do You Create a New SalesLogix Report Family?


I am creating a new
report family in Saleslogix Lan v7.2.  In Architect, Manage
Picklists, Plugin Families tab, I went to Report Families and added the
new Family name.  I know there is another step that I’ve missed. 

I can actually move reports to it, but it doesn’t appear on the client side.


Make sure you refresh the Achitect with f5 and make sure you do a ctrl+f5  on the client side.

Submit a Comment

Your email address will not be published.

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!