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New Idea

Better resizing of editable grids

Status: New
by Silver Contributor apfingstl on ‎09-01-2014 05:20 AM

Currently in SLX 8.1 Web the editable grids are not automatically resized to the size needed by the amount of data.

The effect is, that e.g. the group list in the detail view is often too large, if you only have a group open with about two records.

An other place where you can see this is, when you drag a tab in the middle, having an editable grid on it with only 1 or 2 rows.

The tabs consumes much more space than it needs.

We need the grid to resize automatically so the user can use the space on the screen more effectively and reduce scrolling, especially in detail view tih group list and commen tasks.

Alexander

SLX 8.1 Outlook Sync RESYNC option

Status: New
by Bronze Super Contributor mtamborini on ‎08-27-2014 05:26 AM

Hi,

 

If for some reasons a resync is necessary we nee a option to achieve this.

See http://community.saleslogix.com/t5/Administration/How-to-reset-SLX-8-1-Outlook-sync/m-p/159901#M3479

 

Regards,

Marco

Give users the option on whether they use split view or full page view

Status: Accepted
by Copper Contributor SamMitchell ‎07-31-2014 03:02 AM - edited ‎07-31-2014 03:02 AM

In SalesLogix 8.0, Sage changed the layout of the main detail screens. Previously, where you were given a single page with a scroll bar, now you're given a static "detail" view at the top of the screen while your tabs reside underneath.

Although this may be seen by some as a favourable change, we're finding that this decission is proving unpopular with customers because of the way the tabs are now "squashed" at the bottom of the screen. Previously, they enjoyed the ability to view a single page of (for instance) contact information and to scroll up and down at their leisure depending on the data they needed to see.

Although they can use the "minimise" button at the top of the screen, the ability to do this is unpopular because it adds an extra click and hides off additional info that previously, they only had to scroll to the top to view.

Adding an option to allow users to choose between which view they'd like to use would be ideal.

(To clarify, by split view I mean the split between main information at the top and tab information at the bottom. I'm not referring to the LAN client split view where you can view details and group info on the same screen.)

Status: Accepted

Coloured Groups

Status: Under Consideration
by Copper Contributor SamMitchell ‎07-31-2014 07:06 AM - edited ‎07-31-2014 07:24 AM

This idea would work great with Brain's Tool for managing groups or at least add a "last access date".

 

One of the most powerful aspects of SalesLogix as a CRM is the ability to create your own groups and filter data. A customer suggested to me recently that it would be nice to set the colour of those group tabs that run along the top. Users can then effectively "group" their groups and assign a colour to their grouped groups.

 

E.g

 

Opportunity Entity

 Closed Won Opportunity Group

  Closed-Won Opps This Month

  Closed-Won Opps Last Month

  Closed Won Opps This Year

  My Closed Won Opps

  Add On Closed Won Opps

 Closed Lost Opportunity Group

  Closed-Lost Opps This Month

  Closed-Lost Opps Last Month

  Closed Lost Opps This Year

  My Closed Lost Opps

  Add On Closed Lost Opps

 Ongoing Opportunities 

  My Open Opportunities
  Opportunities Not Contacted in 28 Days

You get the idea. Being able to group the groups and assign colours would really build on SalesLogix's already fantastic group functionality and will help those users that have their groups set up like the attached below.

 

Adding this functionality for both the web and LAN would be fantastic as we have a few big SalesLogix clients that use their groups religiously. This will make the system considerably more attractive for future upgrades to them and will make life easier for those that utilise SalesLogix's group functionality properly.

 

 

XBar - Windows Authentication

Status: Accepted
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

Status: Accepted


If you use the Xbar and you look at the Opportunities for a contact that has just emailed. It will show you all open opportunities for the account, so some of the opportunities aren't even related to the contact.


When you have an account that has loads of opportunities but the one contact actually has two, you then have to click all the opportunities just to find the two that you want.


Swiftpage have said this is functioning as designed but this is clearly not as you do not get all opportunities for accounts on contact level when you use the Web Client or the Network Client.

 

Thanks

 

 

Status: Accepted

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

xbar tickets and opportunities

Status: Under Consideration
by Copper Contributor jrippon on ‎07-31-2014 05:04 AM

Hi all,

 

When using the xbar and you click on an email you have sent or received, it will show you the list of contacts in the xbar pane.

 

If you pick one of the contacts (e.g. John Abbott) there is a ticket and opportunity icon underneath their name.

If you click one of these icons it only shows you the tickets or opportunities that currently have the status as 'Open'.

 

This causes issues as some clients have other status's such as 'Under Investigation' so looking at the contact in the xbar shows this contact has no tickets or opportunities when they actually do.

 

The xbar needs to have the ability to show tickets and opportunities that have different status's other than just 'Open'.

 

Thanks

SLX 8.1 Icons

Status: Delivered in 8.1
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.

Outlook Sync - Details

Status: Under Consideration
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

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

Status: Under Consideration
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

 

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

Web Configurator for deployments

Status: Under Consideration
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

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

SLX 8 WEB - display more than 4 calendars

Status: Accepted
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

 

Status: Accepted

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

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.

  • 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. 

Status: Accepted

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.

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

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