SalesLogix 7.2


In the SalesLogix 7.2 Contact, Account, and Opportunity views, you can look at one line of information about many records (List view) or detailed information about a single record (Detail view).


Take a minute to become familiar with the information displayed in each view. For illustration purposes, we will discuss the Contact view.


The SalesLogix 7.2 Contact List view displays a single line of information about each contact in the list. You can customize the information displayed in the Contact List view to fit your needs, including items such as contact name, account name, city, state, work phone, and so on. Click the tabs in the Contact List view to see a group of contacts.


The Contact Detail view contains in-depth information about one contact at a time. The SalesLogix 7.2 Detail view has three main sections:


The top section shows detailed information about the selected account. To edit the data, click the box you want to change. Right-click to see the shortcut menu.


You can use the section in the middle to display the tab you most often use. Select a SalesLogix 7.2 tab from the bottom of the view and drag it into the middle of the view.


The Contact tabs are at the bottom of the view. Click a tab to see detailed information about the selected contact.

ABOUT THE AUTHOR

David Tinjum

Dave is Founder and President of Customer FX Corporation. We all feel sorry for Dave - he's a wanna be geek who can't write a single line of code. How pathetic! Lucky for him, he's surrounded by a whole team of Alpha Geeks. Dave has been an industry insider since 1987 and is called the "Godfather of CRM" by some of his long time peers. He served as Chair of the GoldMine Channel Partner Council from 1993-2000 and Chair of the SalesLogix Business Partner Advisory Council from 1998-2004.

1 Comment

  1. 7.2 was one of my favorite version upgrades. You’ve done a great job on this software.

    Reply

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