06-11-2010 07:16 AM
I am quite new with using SLX. The version of SLX that we are using is 6.2.3.
I have few accounts that did not get any activities scheduled when they were imported for the first time.
Is there any way for the administrator to schedule an activity for existing accounts in SLX without importing the accounts again?
Solved! Go to Solution.
06-11-2010 08:02 AM - edited 06-11-2010 08:11 AM
If you only have a few Accounts can you not just create the activitys manually within the SalesLogix client?
Or, you could always create a Contact Process which you can run against a group of Contacts (From the Imported Accounts)
06-11-2010 09:37 AM
When a file is imported, some accounts do not get activities scheduled and some accounts do get activities scheduled. Would you know any particular reason for this?
06-11-2010 09:53 AM - edited 06-11-2010 09:54 AM
Not without seeing the import file map/routine.
Do you use the Saleslogix import wizard?
06-11-2010 10:31 AM
Thanks Adam for a prompt response.How can I send you the file?
Are you referring to Imports Tab---> Case Data Imports....
06-11-2010 09:12 PM
06-14-2010 06:26 AM
Yes, We are trying to contact our developer too. I thought may be I could figure out myself through this forum. But anyway, appreciate your help.