slxdeveloper.com Community Forums

The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!

Data & Imports Forums - SalesLogix Imports
Forum to discuss general SalesLogix import and data migration topics. View the code of conduct for posting guidelines.

Forums RSS Feed

Back to Forum List | Back to SalesLogix Imports | New Thread

View: Search:

Author

Thread: Auto assigning the Owner and Account manager Field on an Import

Tom
Posts: 58

Auto assigning the Owner and Account manager Field on an Import Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 08 Feb 08 1:11 PM

This question is for anyone who imports data from other systems nightly. How are you assigning the account ownership to the different owners and account managers. Is there an easy way within SalesLogix that will do this like using the "Default Owner" field in the Client System tab of the Admin program. Or are you hard codeing it in the import program? or some other way?

Please advise

[Reply][Quote]

Paul Pacun
Posts: 48

Re: Auto assigning the Owner and Account manager Field on an Import Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Feb 08 4:28 PM

One of my first saleslogix projects was to do just this - take leads off of our web site (www.tradebonds.com) - bring them into saleslogix and send a personalized welcome letter. The new user filled out a very brief survey - and then I mapped the lead to the user. The system knew territories and this was fine. We also created special landing pages (now called microsited) and this would assign specific leads to the brokers who serviced this product. We used KnowledgeSync to send out the Emails - one went to the trader and the prospect. All in all it worked very well.

Paul

[Reply][Quote]

Phil Parkin
Posts: 819

Re: Auto assigning the Owner and Account manager Field on an Import Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Feb 08 7:54 PM

Presumably your nightly import will be running in an automated fashion under some sort of admin account? If so, the default owner specified in SLX does not really apply, as it is user-specific.

The easiest solution is to have default owner as Everyone (SecCodeID = SYST00000001) and default manager as admin (AccountManagerID = ADMIN) and to hard code this in your import. These values do not change.

Otherwise (if you want to default to another team/user) just do a lookup at the start of your import routine to get the required IDs and you're good to go.

Phil

[Reply][Quote]

Page 1 of 1

You can subscribe to receive a daily forum digest in your user profile. View the site code of conduct for posting guidelines.

Forum RSS Feed - Subscribe to the forum RSS feed to keep on top of the latest forum activity!

slxdeveloper.com is brought to you courtesy of Ryan Farley & Customer FX Corporation. This site, and all contents herein, are Copyright © 2025 Customer FX Corporation. The information and opinions expressed here are not endorsed by Sage Software.	code of conduct \|

page cache (param): 2/19/2025 5:00:48 PM