If you’re adding a Contact lookup where you want the user to chose from user contacts only, instead of all users in the system, you’ll add a normal Contact lookup that gets filtered to show only contacts that are users. I’ve shown before how to filter a lookup, but for filtering for user contacts, there’s […]
When you’re setting up a new Creatio system one of the first things you do is create new users. A great way to do that is to import them all at once by using an Excel file. This lets you get the user list just right in Excel first then you can just dump them […]
There are times when the SalesLogix Administrator is asked to import users from an .xls spreadsheet. Fortunately there is a handy little import wizard built right into the Admin application
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