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Thread: Insert Opportunity Template

Chantelle Firkins
Posts: 1

Insert Opportunity Template Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Jan 09 4:17 AM

SalesLogix has just been installed. How do I insert opportunity fields into a letter template for raising proposals, where do I find these fields? Is there anyone that can help?

Thanks

[Reply][Quote]

Mark Hallberg
Posts: 59

Re: Insert Opportunity Template Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 04 Mar 09 10:45 AM

What version of SLX? if in the network Sales client, when you edit the template, you can use the insert SalesLogix field button. If the field is not there, E.g., inventory products, you will need to write SQL to populate custom fields.

mark hallberg

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