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Tuned Listener
Posts: 19
Registered: ‎06-11-2010
Accepted Solution

How can Administrator schedule an activity for an account that is already in SLX?

Hi,

 

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?

 

Please advise.

 

Thanks

Bronze Elite Contributor
Posts: 514
Registered: ‎03-24-2009

Re: How can Administrator schedule an activity for an account that is already in SLX?

[ Edited ]

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)

Message Edited by AdamTravers on 06-11-2010 04:11 PM
Regards, Adam Travers
empath-e Services Limited
Tuned Listener
Posts: 19
Registered: ‎06-11-2010

Re: How can Administrator schedule an activity for an account that is already in SLX?

Adam,

 

I was able to figure out how to schedule an activity.

 

Thanks

Tuned Listener
Posts: 19
Registered: ‎06-11-2010

Re: How can Administrator schedule an activity for an account that is already in SLX?

Adam,

 

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?

 

Thanks

Bronze Elite Contributor
Posts: 514
Registered: ‎03-24-2009

Re: How can Administrator schedule an activity for an account that is already in SLX?

[ Edited ]

Not without seeing the import file map/routine.

 

Do you use the Saleslogix import wizard?

Message Edited by AdamTravers on 06-11-2010 05:54 PM
Regards, Adam Travers
empath-e Services Limited
Tuned Listener
Posts: 19
Registered: ‎06-11-2010

Re: How can Administrator schedule an activity for an account that is already in SLX?

Thanks Adam for a prompt response.How can I send you the file? 

Are you referring to Imports Tab---> Case Data Imports....

Bronze Elite Contributor
Posts: 514
Registered: ‎03-24-2009

Re: How can Administrator schedule an activity for an account that is already in SLX?

Ah, that's not standard! It sounds like this import routine has been developed especially for your system.. Can you not contact the developer/BP who did this?
Regards, Adam Travers
empath-e Services Limited
Highlighted
Tuned Listener
Posts: 19
Registered: ‎06-11-2010

Re: How can Administrator schedule an activity for an account that is already in SLX?

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.

 

Regards,

Rajiv