06-05-2009 10:42 AM
I've been working with Slx for a few years now, and it would be great if there was a way to clone accounts and contacts. For example, there are often separate divisions of a company at the same location, some with separate opportunities relevant to the divisions. It would be great if a user could just clone an existing account (just the mainview info) and change any particulars as required.
Also, I do a LOT of testing before a Slx modification can be implemented, and it is pretty tedious to create dummy contacts and accounts just for testing purposes.
06-05-2009 12:39 PM
This is typical customization that many of us BP's do for our clients. It's that way because nobody'd Account/Contact/etc.. entities (parent/child tables/fields) are ever the same.. nor are the business rules (for cloneing) ever the same.
One thing we do quite often is build out a clone Opportunity.
SalesLogix (nor ANY other crm package) will ever have all you want OOTB - impossible. I come from a former CIO's point of view (w/SalesLogix and other systems) as well as a Partner. As long as it's customizable, that's really what counts at the end of the day