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Architect Forums - SalesLogix Scripting & Customization
Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.

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Thread: Default Sales Process

Todd Daskal
Posts: 31

Default Sales Process Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 27 May 08 4:45 PM

Hi, I have created multiple Sales Processes in SalesLogix, I'd like to have one as the default process and the others selectable when needed, is their a way to default in one process in all cases for the users?

Thanks!

[Reply][Quote]

Phil Parkin
Posts: 819

Re: Default Sales Process Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 27 May 08 6:20 PM

In the SalesLogix client, you can set the default sales process for all users via Tools / Manage / Opportunity Defaults.

Phil

[Reply][Quote]

Todd Daskal
Posts: 31

Re: Default Sales Process Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 27 May 08 6:42 PM

Thanks Phil, I knew there must be an easy way other that writing a script...

[Reply][Quote]

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