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Copper Contributor
Posts: 10
Registered: ‎12-04-2009

Changing Columns for Main List of Accounts

Where do I find the Account List page in Application Architect to change the columns ?

 

 SLX Web 7.5.2

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Changing Columns for Main List of Accounts

The account "list" is just a group.
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Employee
Posts: 535
Registered: ‎03-30-2009

Re: Changing Columns for Main List of Accounts

In SalesLogix we call the definitions for these Lists pages "Groups"

 

Groups are Created and Edited using the Client Applications - either the Windows or Web versions.

 

To edit a Group definition, right click on the Group tab caption.

 

Note that to edit a Group Definition, you must be the current owner of that group definition.

 

If you wish to edit the "All Accounts", "Latest Accounts" and a few of the other base Group definitions that are provided with the SalesLogix product, please Logon using the SalesLogix "Admin" user as that is the account that was used to originally create those Group definitions.

 

 

If your position at your company is to manage your SalesLogix system, and you intend to create Group definitions for others to use, create them while logged on as the "Admin" user. After saving the group definition - right click on the Group tab caption and use the Share feature to make this Group definition available to other users or to entire Teams of users.

 

 

Hope that helps.

 

Todd Hardin
SalesLogix Professional Services Group
Tuned Listener
Posts: 1
Registered: ‎04-23-2012

Re: Changing Columns for Main List of Accounts