Track the days since an Account was last touched so you can better manage your customers by creating a group that shows Accounts not touched in X days.
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The picklist tools in SalesLogix allow you to select a default value for a picklist, but what if you want the default value to change based on some data within SalesLogix (i.e. If Account Type = Customer the default should be "A" otherwise, the default should be "B")? Here are two approaches for adding in conditional defaults for a picklist.
Thanks to Mike LaSpina for sharing the "2 - Production Approach" with me.
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How to use visual cues like colors, font changes and displaying\hiding fields to highlight critical pieces of information.
Read more...What exactly are the new web-based Administration tools, anyway? Read more...