Frequently Asked Questions
- Does it use the DSOFramer control like SalesLogix does?
No.
- Where does it keep its document templates?
SalesLogix Library
- Can I control what templates are available to individual users?
When you register a template, you can designate a Security group (SECCODEID) to it.
- Can I control what sections are available to individual users?
You can assign a security group to individual sections.
Unused sections are removed from the document after it has been built.
- Can I merge in an entire table of information from SalesLogix?
Yes. You need to provide the SQL statement in the administrator program.
- Can I use the same symbol more than once in a document?
Yes. Symbols in the document are plain text with curly braces.
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