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

Read more

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…

Read more

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

Read more

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

Read more