Companies often make customizations to their SalesLogix System, however they do not often track the reasoning behing these changes or the data elements that are necessary for customizations to work properly.
I always recommend that the SalesLogix Administrator create a data dictionary that can be placed into the SalesLogix Library. Users will be able to access when needed.
What do I place in the data dictionary????
1. I would place information such as Fields that are required in your database.
2. Picklist choices and the consequences of not choosing the correct picklist items. Or…..the benefits of choosing the correct items.
3. Definitions of existing Mail Merge documents or Reports that currently exist on SalesLogix.
4. Ownership teams and who is on the teams.
I’m sure I have forgotten many things that could be added to this list, but any and all information that can be documented for NEW Users or NEW Administrators will always be beneficial to these people.
Have a great day!!!