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Posts Tagged Saleslogix tips

Editing a form in Infor CRM – how to change the caption format and add a Tooltip

  One of the great things about Infor CRM is that you can tweak things to suit your particular work processes and business needs. These little changes can make a big difference in the way you collect data and how this information is used to increase efficiency

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Infor CRM: how to use the Update Tool

Why do things one-by-one when it can be done by bulk to save time? Infor CRM’s Update Tool is great for this reason. But what exactly is it, and how do you use it? The update tool is a tool that is used to select multiple records,

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How to change team users and delete teams in Infor CRM

Sometimes there are changes in the members of your sales (or other) team – other times, there are changes in your overall personnel structure. Whatever the circumstances may be, there will come a time when you need to change team users and/or delete teams within your Infor CRM system. But

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Saleslogix: The Query Builder

Saleslogix: The Query Builder What is it? The Query Builder is a very powerful tool used within Saleslogix – in fact, probably one of its most effective selling points. It allows you to build groups of records showing the columns (layout) you want, in the order (sort)

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Saleslogix Tips: Dynamic Groups vs Adhoc Groups

Saleslogix Tips: Dynamic Groups vs Adhoc Groups The Group functionality – including the Query Builder – is one of the most important areas of Saleslogix. Together, these provide an extremely powerful search functionality for which Saleslogix is known. Read on for top tips on using Groups effectively…

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CRM Development: The Inner Workings II

CRM Development: The Inner Workings II

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How Pick Lists Can Play An Important Role In CRM Data Integrity

How Pick Lists Can Play An Important Role In CRM Data Integrity Pick lists provide a very useful way to standardise data entry thereby ensuring CRM data integrity. For example, if you ask a group of people to type “United Kingdom” into Notepad (i.e. without spell check

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SalesLogix Tips: How to get a list of currently logged in users

SalesLogix Tips: How to get a list of currently logged in users Ever wanted to log or display a list of the currently logged in SalesLogix users? There’s a solution available in the form of a simple c# code snippet.

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SalesLogix Tips: How to use Email Templates

SalesLogix Tips: How to use Email Templates

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SalesLogix Tips: Creating an Ad-Hoc Group

SalesLogix Tips: Creating an Ad-Hoc Group [embedplusvideo height=”300″ width=”600″ editlink=”http://bit.ly/1sg6Wca” standard=”https://www.youtube.com/v/AmZ2LYgWkrY?fs=1&vq=hd720″ vars=”ytid=AmZ2LYgWkrY&width=600&height=300&start=&stop=&rs=w&hd=1&autoplay=0&react=1&chapters=&notes=” id=”ep7889″ /] Using Ad-Hoc Groups to Manage Contacts One of the most powerful SalesLogix features is the ability to create groups, be they conditional, based on a commonality or ad-hoc. The ad-hoc group can be

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About Collier Pickard

Collier Pickard has been trading since 2004. The core team, however, has been together for more than 20 years – which means we have a great deal of experience as an independent CRM consultancy.

Head Office

Collier Pickard Limited
The Old Calf House
Chevening Road
Sundridge
Kent
TN14 6AB
United Kingdom

t: +44 (0)1959 560410