Using Roles – Administration Options in SalesLogix Cloud / Web [Video]
In this SalesLogix Training webinar the user will learn to manage roles in the SalesLogix Web Client.
Creating a New Department – Administration Options in SalesLogix Cloud / Web [Video]
In this webinar we will look at the Administration Options in the SalesLogix Cloud. In this specific webinar we will look at creating a New Department.
Creating a New Team – Administration Options in SalesLogix Cloud / Web [Video]
This SalesLogix Administrative Training webinar will show the user how to create a new Team for ownership of records. This is one of many in a series of webinars for Administrative Options.
Adding a New User using the New Administration Options in SalesLogix Cloud / Web [Video]
In this webinar the user will learn to add a new user. We will go through all of the options available in the User Profile.
Query Builder III- Building an Ad-Hoc Group and distinguishing between the different types of Groups [Video]
In this SalesLogix Training webinar the user will learn to create an Ad-Hoc group from a group built on Conditions.
Query Builder II – Layout, Sorting and Defaults [Video]
This SalesLogix Training webinar will show the user how to change the layout of a group. Also, how to sort by more than one field. The last tab, defaults will allow the user to create groups without duplicate records. Part 2 of 3 webinars showing other features of Query Builder Link: http://www.youtube.com/watch?v=OGztVLNQKHw Watch video below:
Query Builder I for the SalesLogix Web or SalesLogix Cloud [Video]
This SalesLogix Training webinar will show the user how to create a basic contact group. It will show the user how to use "And" and "Or" and the brackets in the Conditions tab.
SalesLogix Web Client and SalesLogix Cloud Timelines [Video]
This short SalesLogix Training webinar will show how to use Account Timelines in the SalesLogix Web Client and SalesLogix Cloud.
Using Joins in SalesLogix Web / Cloud [Video]
This SalesLogix Training webinar will focus on understanding, creating and editing Joins in SalesLogix.
Multi-Level Grids for SalesLogix Cloud / Web [Video]
This video shows functionality that allows you to create a Multi-Level Grid within SalesLogix Web / Cloud. We have also had many-to-one grids, but this will allow the user to create a multi level grid.
Sales Forecasting Part 2 – SalesLogix Cloud / Web Client [Video]
In Part 2 of this SalesLogix Training webinar we will look at more options for Forecasting and managing a Pipeline.
Sales Forecasting Part 1 – SalesLogix Cloud / Web Client [Video]
In this SalesLogix Training webinar we will look at available options for Forecasting Sales and creating a Pipeline.
Scheduling an Event in SalesLogix Cloud / Web [Video]
Events include trade shows, business trips, conferences or other occasions that often span several days. When you schedule an event, it displays above the timeline on your Calendar view and in the Events tab on the Activities view.
Lead Import History in SalesLogix Cloud / Web [Video]
A short SalesLogix Training video explaining the Lead Import History functionality behind the menu item....Import History.
Importing Leads in SalesLogix Cloud / Web [Video]
This short SalesLogix Training webinar will show the user how to import leads into the SalesLogix Cloud and SalesLogix Web Client.
Git for the SalesLogix Developer – Using the .gitignore to Exclude Files in Your Model
When using Git, or really any source control system, you don't want everything in your SalesLogix model to be under source control. There are some files that the Application Architect uses for it's own purposes and volatile files that have no importance for your purposes and are recreated as needed. These files that change often with no importance to what you're working on can make things difficult when working with source control sin...
Changing Picklists in SalesLogix Web / SalesLogix Cloud [Video]
This SalesLogix Training webinar will show the admin user how to add and change items in existing picklists.
Using the Ticket Journal Tab in SalesLogix Web / SalesLogix Cloud [Video]
This SalesLogix Training video shows the user how to use the Ticket Journal Tab in SalesLogix Cloud / Web.
Relating Assets to Tickets in SalesLogix Web and SalesLogix Cloud [Video]
In this SalesLogix Training webinar the user will learn how to relate an Asset to a Ticket in SalesLogix Cloud / Web. In order to accomplish this, the student will also learn to associate an Asset with an Account. Assets must be related to an Account before they can be related to a Ticket. Check […]
Git for the SalesLogix Developer – Using a Git Repository
In the last post in the Git for the SalesLogix Developer series, I outlined how to set up a repository. Once that is complete, other developers can use that repository to collaborate on the project. This post outlines how to use a repository and bring it locally so you can use it for development.
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