We need to supply a Lead Mail Merge Template OOTB and in Eval.

It always catches people out as they can't figure out how to Mail Merge to Leads as it is greyed out until a Template based on the LEAD table is created.

Simple, but would stop that question.

Our customers LIVE in Outlook, like it or not. SendSLX and Record To History have become a competitive challenge.

We need "Outlook2CRM - like" integration (inclusive) which allows consultants (or even customers) to build work "processes" that spawn AFTER basic validation checks occur.....like is the Contact in the database, No?, then help me add the contact and then continue with the process I started. Doing everything from one button (which it doesn't do) is not the answer.

Having to purchase a 3rd party add-on (as awesome as it is) is a show stopper in many deals. The other show stopper is the fact that we are being driven to the web, yet no new Outlook Integration was introduced to this new and advanced environment. 

The amount of time that someone who lives in Outlook has to spend dealing with these delinquencies is sginificant. 3rd Party or Interna. We need comprehensive Outlook integration. See Infusionsoft

Submitted by a Business Partner with UK Support.

SalesLogix Version : Saleslogix 7.5.4 Web

When thre are too many results returned the following message is displayed.

 “The SpeedSearch 'Maximum search results' has been exceeded. Please refine your search criteria to minimize the result set returned or contact your Administrator to increase the 'Maximum search results' value for the SalesLogix system.”

This can result in a users calling the Administrator everytime a speedsearch search is carried out.  From a users perspective they would like a more 'user friendly' message to be displayed instead for example,

““Please refine your search by going to advanced options and selecting more filters as there are too many potential matches currently”

Kind Regards

Manju Sharma

Business Support Team

Sage (UK) Limited | Sage House | Wharfedale Road | Winnersh | Berkshire | RG41 5RD
Email: Manju.Sharma@sage.com | Tel: 01189 270 200

Can the Sage SalesLogix Desktop Manager please add the feature of using Windows Authentication.

For larger deployments, there is a way to push out MSI files however this only gets us 50% of the way. Users still have to configure the desktop manager. In many environments that use Windows Authentication, users have no idea what their SalesLogix username and password is.

It would really help if this feature was added.

I don't care at all for the existing customer portal implementation. It never seems to be what my customers want. Instead of it being this separate application, they want it to be more "embeddable" into other existing customer websites they already have.

Having clear defined integration points for the customer portal and embeddable parts that could be used in other websites could make the customer portal far more attractive to support organizations. At minimum, having the base customer portal use themes or skins that could easily change it's look & feel would make it easier to at least look like the existing customer websites even if they are two separate websites. It would really be cool to even have the screens that make up the customer portal be reusable UserControls (or simple pages that one could load into frames).

Having the customer portal look like "SalesLogix" just isn't something that most companies want.

Submitted for Lincoln Financial by John Gariepy:

LFA would like users to be able to save changes made to the sort order of any Account, Contact, Activity and Opportunity view as part of User Options.  I.e. Once a column has been sorted by the user, SalesLogix should remember that order until the sort order is changed by the user.

Submitted for Lincoln Financial by John Gariepy:

Have Exchange Link map Company name in SalesLogix to Company name in Outlook as a default mapping

Whatever you want to call them, Contact Processes need to be revived - they actually work now, but are not supported on the web.

This needs to be modernized so that they work for both, and improve the flexibility.

One area is third party processes - where one person's action causes the process to do something affecting another user needs to be more flexible, to include some standard scenarios, like scheduling a ToDo for the AccountManager of a Contact.

Another is to give it "awareness" of itself. Things like CurrentProcessId and other fields in the Process record like (UserDefined) CAMPAIGNID, OPPORTUNITYID,etc.

Contact processes is rapidly becoming one of the tools you can use to keep people from defecting from SalesLogix because it makes the system "respond" to actions that are being tracked. Right now, it depends on having vbscript modules thrown in to make it all work - it needs to be fixed.

Lead processs? - absolutely!  Get a new lead, have a process against it and when it is ready for conversion, have the workflow not only automated, but something the internal admin can build and maintain. 

Opportunity Process? - on closed-won have it push a To Do to somebody internal that needs to know the project is official and they can start planning.

There is no shortage of uses for this as long as it is something the customer can build and maintain in house at the sales admin / power user level.

I mean seriously - how many sales admins would IT trust with a copy of Visual Studio and/or give access to the server?

Can we please have some additional fields in the "Notes" tab?  It would be useful to see who created the note and when,and also maybe the first 255 characters of the note itself?

Expose some kind of web enabled tool to authorized end users eg manager of support, manager of sales etc for them to self manage and create workflow and process routing rules. The current model where everything is hard coded on the back end, makes all changes even seemingly simple ones a complex IT initiative. If the authorized end user could alter these processes themselves, clients would derive significant benefits around process change, user acceptance and adoption. The current architect/designer approach really makes this an IT only function, leading to significant delays and cost in getting changes done. This really detracts from the solution.

A simple "call tree" like structure would suffice for this purpose, just like a phone call IVR system eg

Get ticket, log entry

Email confirmation to client

Send notice to support tech

etc etc 

Submitted for Lincoln Financial by John Gariepy:

LFA manually adds various fields to the Account & Contact Lookup By dropdown via the backend so their users can complete Lookups based on their workflow.  They would like to be able to add fields to the Lookup By dropdown via the front end and have these additional fields be available in the Lookup By dropdown for all subsequent Lookups instead of being limited by to current default lookup layout fields.