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Thread: Adding contact or account in SLX Web Client 6.2

Ian Holt
Posts: 13

Adding contact or account in SLX Web Client 6.2 Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 May 08 6:48 AM

Hello,
I am fairly new to the web client and have been on a steep learning curve for the last month,
I am stuck with users creating new contacts or accounts.
If a user has a web client licence, the only option they have when clicking on 'new' is 'note', but if i log in using a network licence, they have the ability to add contacts or accounts.
Am i missing something simple ? How can i allow users with Web Client licences to add new contacts or accounts ?
Thank you for any help that can be provided.
Regards
Ian

[Reply][Quote]

Jeff Ballard
Posts: 326

Re: Adding contact or account in SLX Web Client 6.2 Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 May 08 10:30 AM

Quote:

<
If a user has a web client licence, the only option they have when clicking on 'new' is 'note', but if i log in using a network licence, they have the ability to add contacts or accounts.

Are you sure you have a named web user license and not a web viewer license? The restriction you're seeing sounds like the restrictions on the web viewer license. From the 6.2 Planning Guide:

WebViewer License (Restricted Use): ...Users are limited to read-only access to Sales information, although they can create and edit notes, history, and activities...

Jeff

[Reply][Quote]

Ian Holt
Posts: 13

Re: Adding contact or account in SLX Web Client 6.2 Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 May 08 11:04 AM

Hi Jeff

Thank you for the response, i have looked at the licences and they all say 'Named WebViewer Users'.
In the immortal words of Homer 'D'oh'.

Thank you very much for your help
Ian

[Reply][Quote]

Jeff Ballard
Posts: 326

Re: Adding contact or account in SLX Web Client 6.2 Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 May 08 11:06 AM

No problem. SalesLogix has lots of gotchas and sorting through all the license types is one of them - it'll keep you on your toes!

Jeff

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