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mdphelps
Posts: 1
Registered: ‎04-05-2010
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Help for a newbie please. Pulling Account info when no contact

‎04-05-2010 12:15 PM

Probably a dumb question - but i'm new at this.

 

I'm trying to run a report (F8 under contacts) that will pull all accounts even if there are no contacts listed undar an account. I tried this under Accounts but it wouldn't allow me to edit and of the standards reports there. Can I do this under contacts?

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RJLedger
Posts: 3,087
Registered: ‎03-19-2009

Re: Help for a newbie please. Pulling Account info when no contact

‎04-05-2010 02:06 PM

Since you said "F8" then you must be running SalesLogix Windows

 

What's' going on here is that you are trying to edit a an Account "group" you do not "own". The best thing is to copy the group and then edit the conditions to meet your needs. The help file describes just how to do this.

 

A - Open Help (Help-> Help Topics)

      If it does not open (KI - Known Issue) then do a Ctrl-F5 and then try again

 

B -  Search for "copy group"

 

C - Open Copying a Group

 

D - Follow the instructions 

 

.

  

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