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Finding Contact Information, Sorting, Filtering the Notes/History Tab, and Ticket Function

Good Questions of the Day, Thursday May 1, 2008.

In the past couple of days we've had some wonderful questions come in, some have been short and sweet, others have been extensive and in-depth.  Either way, we have some great people answering these questions - they have so much knowledge that it is almost scary! Wink

There are so many things to learn and so much that you can do in SalesLogix it is only natural that questions come up.  What do we have for today?  Check out a question about finding contact information submitted by one of our new members - she has contact information in an Excel spreadsheet and she wants to know the most efficient way to find the contacts in SalesLogix.  There is also a sorting issue one of members is running into with the date field and the time field.  Another member posted a question that is a variation of a previously asked question - filtering the notes/history tab in the Web client (you will need to scroll down the thread to get to this one).  The ticket function question is a long, on-going discussion - many posts and replies dealing with best practices, functionality, etc. - but it has tons of great information that you may find useful.

A big thanks to everyone who has asked a question/s and the cool guys who are providing the answers!

-Brianna

Published Thursday, May 01, 2008 12:47 PM by Brianna Tinjum

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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.