Updating Changes to Shared Groups in Infor CRM (Saleslogix)

Infor CRM Technical Article

Article sections

    Summary: An article to advise how to update changes that are made to a shared group in Infor CRM (Saleslogix)
    Article Type: Troubleshooting / Support
    Related Product(s): This article relates to the following products:

    • Infor CRM (Saleslogix) LAN (All Versions)
    Related Articles: None

    When the owner of an Account or Contact group in Infor CRM (Saleslogix) shares it with other users, they will receive exactly as it exists at that point in time. The changes that are subsequently made to the group are not automatically updated.

    This article advises how to re-share the group so that these changes are updated.

    Resolution

    The quickest way to update any changes that may have been made is to re-share the group.

    To do this right click on the group that has been modified and select Share Group 

    Right Click and Select Share Group in Saleslogix

    Right Click and Select Share Group

    This will bring up the Share Group dialog. It should list all the users who the group has currently been shared with.

    The Share Group Dialogue Box will show all the users the group has currently been shared with.

    The Share Group will show all the users the group has currently been shared with.

    To re-share, the group simply click ‘OK’ without making any other changes in the dialog.

    Once this has been completed ask the people who the group is shared with to do a full refresh of Infor CRM (Saleslogix) by pressing CTRL+F5 while on any Infor CRM (Saleslogix) screen.

    Related Information:

    in Infor CRMSaleslogixSupport
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