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New Member
Posts: 1
Registered: ‎04-05-2010
Accepted Solution

Help for a newbie please. Pulling Account info when no contact

Probably a dumb question - but i'm new at this.

 

I'm trying to run a report (F8 under contacts) that will pull all accounts even if there are no contacts listed undar an account. I tried this under Accounts but it wouldn't allow me to edit and of the standards reports there. Can I do this under contacts?

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

Re: Help for a newbie please. Pulling Account info when no contact

Since you said "F8" then you must be running SalesLogix Windows

 

What's' going on here is that you are trying to edit a an Account "group" you do not "own". The best thing is to copy the group and then edit the conditions to meet your needs. The help file describes just how to do this.

 

A - Open Help (Help-> Help Topics)

      If it does not open (KI - Known Issue) then do a Ctrl-F5 and then try again

 

B -  Search for "copy group"

 

C - Open Copying a Group

 

D - Follow the instructions 

 

.

  

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