If an employee leaves your company, you should retire that user and not delete the user in SalesLogix. When you delete the user, it will associate the Notes/History records to an “Unknown” user. If you retire the user, the SalesLogix Notes/History records are permanently associated to that Retired User as well as freeing up a SalesLogix license.
Before you change a user to “retired”, be sure to do the following:
- If the user owns any records, do a territory realignment.
- If the user is an Account Manager for any Accounts, do a territory realignment to assign a new Account Manager.
- If the user is a manager, reassign any users who report to him or her to their new manager or to the Administrator.
How to retire SalesLogix users:
- Login into the SalesLogix Administrator.
- Click the left navigation Users icon.
- Highlight a user and right-click and select “Change User Type“.
- Select “Retired User” from the DropDown on the popup dialog window.
- Click “OK“.
If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:
Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net
Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net
Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net
