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New Member
Posts: 5
Registered: ‎05-05-2009

Wish List #1

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.

 

Thanks,

Bruce

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

Re: Wish List #1

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

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RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

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