Home | Forums | Contact | Search | Syndication  
 
 [login] [create account]   Wednesday, July 9, 2025 
 slxdeveloper.com
 Community
 Members
 General
 Architect
 External
 Web
 Downloads
 Resources
7/9/2025 8:35:48 AM







 
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!
 Administration Forums - General Administration
Forum to discuss general administration topics for SalesLogix (including LAN & remote topics). View the code of conduct for posting guidelines.
Forums RSS Feed


 Back to Forum List | Back to General Administration | New ThreadView:  Search:  
 Author  Thread: Account Managers that aren't Saleslogix users
Ed Paxson
Posts: 37
 
Account Managers that aren't Saleslogix usersYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Jun 07 1:26 PM
I have a client that has outside sales reps that can be the account manager for an account but they will not have a saleslogix user license. Is there a way to use the standard account manager lookup and field for non saleslogix users? Besides purchasing one concurrent license to add all of the outside account managers or scripting? Seems like someone might have come across this already?
[Reply][Quote]
Frank Chaffin
Posts: 475
 
Re: Account Managers that aren't Saleslogix usersYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Jun 07 3:02 PM
The concurrent license is a good idea.

You can...
1. Create a user profile for the sales reps
2. Retire the sales reps user profiles
3. customize the account manager lookup so you are not limited to active users.
[Reply][Quote]
Ed Paxson
Posts: 37
 
Re: Account Managers that aren't Saleslogix usersYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Jun 07 4:33 PM
Frank - Thanks for the reply. Can you point me in the right direction to change the account manager lookup to also see retired users? I can't seem to find it.
[Reply][Quote]
Frank Chaffin
Posts: 475
 
Re: Account Managers that aren't Saleslogix usersYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Jun 07 5:13 PM
You need to modify the properties of the AccountManager LinkEdit. The standard "LookupMode" the special "lmuser" lookup.

What I do is..
- create or edit the UserInfo:Lastname lookup

Then modify the AccontManger Linkedit oblject by...
- change the "LookupMode" to "lmtable"
- set the "LookupMainTable" to "UserInfo"
- set set "Lookup" to use the "(Userinfo:Lastname") lookup.
[Reply][Quote]
Jeremy Brayton
Posts: 491
Top 10 forum poster: 491 posts
 
Re: Account Managers that aren't Saleslogix usersYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 13 Jun 07 1:52 PM
What about creating a user then immediately retiring them? AccountManagerID is merely a link to an existing userid, retired or otherwise. Of course it'll seem silly to keep accounts linked to retired users from a data integrity standpoint but a concurrent user license is a waste of money if no one is actively using it.
[Reply][Quote]
Frank Chaffin
Posts: 475
 
Re: Account Managers that aren't Saleslogix usersYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 13 Jun 07 1:58 PM
Quote:
What about creating a user then immediately retiring them? AccountManagerID is merely a link to an existing userid, retired or otherwise. Of course it'll seem silly to keep accounts linked to retired users from a data integrity standpoint but a concurrent user license is a waste of money if no one is actively using it.

This is what I suggested in my first post. The issue is that the default AccountManager LinkEdit object does not list retired users.
[Reply][Quote]
Jeremy Brayton
Posts: 491
Top 10 forum poster: 491 posts
 
Re: Account Managers that aren't Saleslogix usersYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 13 Jun 07 2:05 PM
Dur, my bad, I thought you meant to keep the concurrent license active. I saw that and apparently didn't register the rest of your post. Any available license would do though, as you're really just looking to create the userid correctly.

They might also wish to only show that one retired user, especially if they have a lot of them. It's pretty trivial to add that condition to the linkedit control.
[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 | Subscribe to the slxdeveloper.com Latest Article RSS feed   
 
page cache (param): 7/9/2025 8:36:54 AM