Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings
New Idea

It would be nice to have an option in query builder to switch from display names for tables and columns to the original names in the database.

 

This could be accomplished with a simple check box name "technical view" or similar.

The default should be the current behavious, i.e. to show the display names ("end user mode").

 

This would be very helpful for admins or consultants in heavily customized or - more important - localized versions of the client to "translate" the users intent expressed in domain model names into the "real" world of the underlying database and would make much easier to find tables and columns in SSMS if needed.

 

If considered, this option should be present in LAN as well as in web.

Communication between server and clients does not have strong encryption thus not secured.

Desktop Manager (drag and drop) using Chrome

Status: New
by Bronze Elite Contributor on ‎10-03-2014 08:06 AM

Due to the overall performance and user preference of Chrome within SLX customers have been requesting support for the Desktop Manager drag and drop functionality. Can this be put forward please.

Please bring back GotoSLX !

Status: New
by Silver Super Contributor MikeSpragg on ‎09-20-2014 05:17 PM
See here for reasoning: http://community.saleslogix.com/t5/Customer-Experience/xbar-and-slxotlxx-dll-user-experiences-one-mo... It's very much a missed feature. Whilst xbar has the functionality it requires (a) installing and (b) for customers to want to use it. When GotoSLX was available it was part of slmn.dll (not slxotlXX.dll) so was always installed. Would be great if the feature could be restored. Thanks!

Hi all,

 

If you want to link an outlook e-mail to an existing ticket/opportunity using the desktop manager (Send SLX or Create History Record) you have to enter the company, ticket ID or opportunity description or something like that everytime to get some results.

It would be great if there is a predefined filter for the current account (account of from-contact) that shows all open opportunities or tickets concerning that account.

 

kind regards

AWollner

It would be great to use those properties in queries executed by the web client or SData queries.

 

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.

 

 

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

Hi,

 

some of our customers migrated to web client are missing the number of the current selected record.

In the Lan Client they could see "7 of 2001" for example. In web client there is only shown the number of the visible records.

Maybe you could add this information in the on top of the list view.

 

kind regards

AWollner

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

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

Duplicate Check for SendSLX

Status: Under Consideration
by Copper Contributor SamMitchell on ‎10-01-2014 07:37 AM

I've seen this on a few customer sites now.

 

Outlook integration with SalesLogix is heavily used by many of our customers and rightly so. What we find though is that there are often multiple instances of the same email that seem to turn up in notes/history. Often this because the user has clicked "SendSLX" twice, three times or more.

 

Can an option be added to the function that allows the user to system to check if the email exists in the database already and if it does, ignore the last SendSLX button press? It's a surefire duplicate if the Originaldate, Accountid and Subject are the same.

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


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

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

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

We want to hear your cool ideas for enhancing Saleslogix products and services. So add your own ideas or kudo (vote) on the ideas of others here! Watch the most valuable bubble to the top!

I have an idea! How do I get started?

One
Read our submission guidelines.

Two
Search for your idea. If you don't see it, submit a new one!

Three
Provide feedback on the ideas of others by voting with kudos and adding comments.
For more information about using ideas, read this thread.

Four
Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".

Be sure to check back from time to time to see new ideas and status updates!

Here is a quick list of the recent ideas for speedy browsing!
Labels