Home Good News Good Workshops Good Answers Good Content Contact About
Welcome to Good Training Sign in | Become a member - FREE!
Search
 

The Best of Good Answers

Template Based On Excel File?

Good Question of the Day, Tuesday March 11, 2008.

The ability to create and use templates in SalesLogix is extremely useful and one which I appreciate.  Could you imagine having to copy and paste info into 100 different emails instead of creating a template and performing a merge?  I don't know how people used to manage (and how some still do).  Today we had a question come into Good Training inquiring if it is possible to create a template based on an excel file.  Ben White, a SalesLogix certified trainer, jumped in and provided some great insight!  Curious as to the answer?  Find out if you can create a template based on an excel file.

Don't be shy - if you have any feedback or suggestions for this question, or any others, go ahead an post.  We're all here to help each other.

-Brianna

Published Tuesday, March 11, 2008 1:40 PM by Brianna Tinjum

Comments

No Comments
Anonymous comments are disabled

About Brianna Tinjum

I am happy to say I love my job! Everyday there is a new challenge and something new to learn, it keeps things interesting. I was very happy when we started Good Training because it gave me an opportunity to help people and share knowledge. Outside of the office I enjoy being active. When weather permits you may catch me riding my bike around the lakes of Minneapolis or hiking in Northern Minnesota. In the winter I get out snowboarding as much as possible and I always try to take a trip to the mountains. I made it out to Bridger Bowl in Bozeman, MT at the end of February 2008 and it was a fantastic time! Year round I participate in dance and yoga classes to mix things up. I love watching movies and you could say I may have seen too many. :) I also have a passion for reading - if I find a good book it can consume all of my free time.