New Idea

XBar - Windows Authentication

Status: New
by Bronze Super Contributor craigf on ‎07-02-2014 04:25 AM

We need to have Windows authentication for XBar, if as we do you have customers who ONLY use Windows Authentictaion then this is a problem, Windows authentication is nowadays either on or off, therefore without Windows Authentication support for Xbar, it will require additional portals setting up for SLX authentication.

 

Can you please make XBar compatible with Windows Authentication.

 

Regards

Craig

Lookups

Status: Under Consideration
by Nickel Contributor anoshwadia on ‎06-27-2014 06:45 AM

Would be really helpful if SalesLogix Lookups provided suggestions as you typed. For example you see this with on LinkedIn or Facebook when you search for a person's name it automatically shows a drop down with suggested names matching your search. This would be useful for certain fields like Account name, Contact Names, and even picklist fields like TYPE and STATUS.

 

Thanks!

Anosh

Outlook Sync - Details

Status: New
by Bronze Super Contributor craigf on ‎06-10-2014 07:07 AM

WIth the new Outlook Sync, The activity syncs across with notes and subject, however none of the account and or contact details are synced over.

 

If you only have access to Outlook then the activity information is of very little value.

 

Could we please have the Account & Contact details sync over.

 

Regards

 

Craig

SLX 8.1 Icons

Status: Comments Requested
by Bronze Super Contributor nrice on ‎02-08-2014 12:04 PM

Give each exe a different looking icon.  When they are all pinned to the taskbar having them all the same makes it harder to selection the one you want.  Guessing Vs. hoping the mouse hover enlightens you.

In our business we end up using teams as account management but cannot because of the limitations of the program.

WEB: Activity form - jump link to Contact, Account, etc.

Status: New
by Bronze Super Contributor mtamborini ‎05-16-2014 12:26 AM - edited ‎05-16-2014 12:34 AM

Hi,

 

LAN: open an activity and you had clickable links to jump to the related contact, account, etc.

WEB 8.0, 8.1: open an activity and you can only mouseover the related contact, account, etc. and get some basic infos.

 

The LAN solution would also be preferred in WEB. Thank you.

 

Regards,

Marco

 

Conditional Formatting in Query Grids

Status: New
by Astute Commentator wedwards on ‎05-09-2014 11:59 AM

Allow change to font, color foreground, color background based upon value.

 

Support at a cell and row levels.

 

For example, on a ticket grid change the color of a cell to red background and white foreground if the Needed By date is past due.

The replace data maintenance function was very useful in the LAN client for modifying a lot of data at once based on groups. The function is missing in the WEB client.

 

Thank you.

Regards,
Marco

Dynamic Documentation

Status: Reviewed
by Nickel Contributor anoshwadia on ‎04-11-2014 04:27 PM

With all the constant changes with SalesLogix (CUs, SNCs, Web Updates) as well as changes in Browsers and Operating systems we frequently find that the SalesLogix Implementation Guide is either not updated with the latest information, or could use additional information that covers scenarios when things do not work as documented.

 

So my idea is that the implementation guide or other documents should be hosted online in a more easily updatable format (like a Wiki) so it can actually be kept up to date with the very latest information.

 

If SalesLogix Support encounters a specific issue with say Windows Server 2012 while configuring the Synchronization Job, they could easily add a line to the document that states what a possible fix is to make it work.

 

BPs and Users could also provide additional feedback based on their experience with an issue they encountered during an implementation that would help others if they run into the same issue.

 

I think documentation like this would go a long way in helping everyone resolve commonly found issues.

 

 

Status: Reviewed

Web Configurator for deployments

Status: New
by Bronze Super Contributor craigf on ‎01-22-2014 11:55 AM

Not sure how possible or likely this is, however here goes.

 

With the advent of the job server and having just been through a load balanced install utilising an app server for shared components, It would be really great to have a configurator within AA, within this configurator you would state where the SLXServer is located, where the job server is located, where the cache server is located, where the messaging server is located in addition whether you want to use windows authentication or slx authentication.

 

Plumb in all this information and all the relevant *.config files are deployed with the correct settings for the relevant servers and authentication methods.

 

Hacking around in config files with limited or no documentation for specific scenarios in this day and age is archaic.

 

Please provide us with some sort of mechanism to set up the configurations which are deployed to the relevant servers instead of having to mess around in config files.

 

Regards

Craig

Desktop Manager Update Check

Status: Accepted
by Nickel Contributor anoshwadia on ‎05-22-2014 10:08 AM

With SLX v8.1 Web Model Update 02 being released any customer who applies this update needs to have every end user update their SalesLogix Desktop Manager.

 

This is a major pain point for large saleslogix implementations. The whole reason these customers go to the web is so that they don't have to install software!

 

With that being said, I think a decent workaround would be if the desktop manager had the ability to check the portal URL and determine if an updated version of the Desktop Manager setup is available to download and prompt the user accordingly. At least this way it makes it a lot easier for end users to get the latest version.

 

Thanks!

Anosh

Status: Accepted

SLX 8 WEB - display more than 4 calendars

Status: New
by Bronze Super Contributor mtamborini on ‎12-16-2013 03:25 AM

Hi,

 

Our customers would like to display more than 4 calendars. Like it was possible in LAN.

 

Right now you get:

"Sorry, you cannot view more than 4 calendars (including your own) at one time.
Clear one of the currently-selected calendars and try again."

 

Of course at some point you can't display the appointment details anymore.
But just a line of color is enough to see if the user has an appointment or not.

You could always hover over or open it to see the details.

 

Thank you.


Regards,

Marco

 

Don't allow users to be deleted?

Status: New
by Copper Super Contributor ChrisGrant on ‎06-11-2014 06:54 PM

As per the Web don't allow users to be deleted in the Administrator.

 

Deleting users means that you lose a lot of metadata throughout that database. (i.e. Activiities, History, CreateUser, ModifyUser) information is no longer easily traced.

 

 

WEB: Option to disable "Update Contact Option"

Status: New
by Bronze Super Contributor mtamborini on ‎05-16-2014 12:33 AM

Hi,

 

SLX 8.0/8.1:

when you modify the account or contact phone number it asks you if you want to update identical numbers on other contacts.

In the most cases you don't want to do this, and then you need to uncheck the checkbox and click ok.

This are annoying clicks for the customer so it would be nice if there would be an option to disable this.

 

Thank you.

Regards,

Marco

Automatically open result record

Status: New
by Silver Contributor apfingstl on ‎11-21-2013 06:17 AM

If you search for something in slx and only get one result back, it would be nice to automatically open that record.

This would save the user a click.

And if you make this realy great, you put in an option for this, so each user can enable or disable this feature.

  • Move language setting from Browser setting to SLX user profile setting

Scenario: Customers in Europe want to use one browser to do the following:

  • set their browser to "local" lanaguage, e.g., German >> for genernal web browsing so sites appear in German
  • Log into SLX on same browser and see the "English" SLX translation label set >> as this is the business "language"

 

if you moved the SLX language to user profile setting (that either be set by Admin or via User preferences panel), then the above scenario would be possible. 

Calculated/Formula Fields in Query Grids

Status: New
by Astute Commentator wedwards on ‎05-09-2014 11:55 AM

Provide a capability to add calculated and/or formula fields in query grids. 

SLX WEB integrated CTI / TAPI support

Status: New
by Bronze Super Contributor mtamborini on ‎03-14-2014 01:46 AM

Hi Everybody

 

Our customers which are switching from LAN to WEB are missing the SLXDialer to call from Saleslogix.

Not all telephone systems support URL calling e.g. like Lync (tel:123456789) that's why something in "the middle" is needed.

 

Are there plans to bring this back?

 

Thank you.

Regards,

Marco

Some Customers mentioned:

Switching from Detail View to List View in Web should highlight/jump to  the record in the list, which was open in Detail View.

 

kind regards

AWollner

Concurrent Licences

Status: New
by Copper Contributor Paul_Barnes on ‎06-04-2013 11:45 PM

When a customer has a concurrent licence there is no way of knowing if a single user is signed in more than once.

 

We would like to see in administrator the count reflecting not only amount of users (concurrent) signed in but a way of seeing if a user is logged in multiple times thus using more than one licence.

 

We have a customer who has this exact problem and if they do get close to using all of their concurrent licence the user count can show incorrectly.

 

Thank you

 

Paul Barnes

QGate Software Technical Support  

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