We have an extensive set of external data which we regularly link with SLX from our reporting system. This data contains information such as customer purchase history, customer product data, estimates, etc, which all comes from our financial back end.
This external data is hosted on SQL and includes an AccountID column, so joining to SalesLogix data from our reporting system is a breeze.
Having said that, my team needs to be able to build groups, run queries, etc, from WITHIN the SalesLogix UI. (an example query is below)
What is the best way to make this data accessible to these users?...(read more)![]()
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