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New Member
Posts: 3
Registered: ‎04-16-2010

How to update Standard Opportunity Form

Hello,

 

I have just now started learning SalesLogix.

 

Is it possible to edit Standard SalesLogix Forms like Opportunity?

 

If yes, how?

 

-Pankaj

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

Re: How to update Standard Opportunity Form

Windows or Web?... 

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

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Highlighted
New Member
Posts: 3
Registered: ‎04-16-2010

Re: How to update Standard Opportunity Form

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

Re: How to update Standard Opportunity Form

Just open the SYSTEMSmiley Surprisedpportunity Detail form in the Architect...

 

However, before doing this is suggest:

  A - take a SalesLogix (Windows) developer course from SAGEU

or

  B - Get your BP (or someone who is a certified/experienced SalesLogix Developer for the SLX version you are using) to assist/train you

 

It's very easy for someone who has no experience to completely trash their production system. We have seen this happen and have picked up the pieces many times ;-) 

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

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html