Sage SalesLogix – The Forgotten Self-Service Offering – Help Files

We have all been in the position where the need arises to find training or “how to” steps to do something within an application or software (i.e. Windows 7, MS Office 2010. Sage SalesLogix Client, etc).  Instinctively we search the Internet (i.e. Google, Bing) or ask someone whom we are confident knows the answer from their knowledge or experience. Of course, the Sage SalesLogix Knowledgebase provides technical product documentation, troubleshooting assistance, and additional training or procedural documentation is available through the Customer Portal and the Partner Information System.

The often forgotten self-service offering that each of the Sage SalesLogix product and applications provide are Help Files. Within each there is a Help button, typically located in the top left corner, to access these files (Pressing F1 is another way to open the Help Files). Sitting near Sage SalesLogix Support Analysts, I often overhear analysts promoting the value of Help Files which provide step-by-step instructions on Sage SalesLogix out-of-the-box functionality.

In the future, when trying to discover or remember how to do something within Sage SalesLogix or one its applications, we encourage you to look over the Help Files before contacting Support. If you are unable to locate the necessary information, contact someone in Support who will show you how to accomplish the desired functionality.

from Matthew Campbell – Sage CRM Solution