OOB label fields end in a colon (

RMC | Insert | Properties; The label added does not end in a colon.

Either remove all colons from label fields in the Web Client or append a colon to the end of the label when selecting a property.

In the web version (7.5), you can change the status of a Lead Source to Inactive, but when a user clicks the find button to look up a lead source, they see all active and inactive.  There is only one search option - to search by description, status or (something else I can't remember).  But, you can't search for Status AND description.  If you search be description, you get all statuses.  My users don't want to see Inactive items and I don't want them to pick them. The end user should not be able to see Inactive items and Status should be removed from the search.  If I want them to choose an inactive item, I will make it active and it will appear in their list.

Searching for records in a database is an extremely important component. Speedsearch should be the standard lookup tool in saleslogix for finding records as the standard lookup functionality at entity level is very limiting and unforgiving. However Speedsearch needs a complete overhaul as it is clumsy and it is not user friendly. Users want and expect the "Google" experience from a search function.

Downsides of Speedsearch

• Results take up too much space onscreen
• Characters such as "&" and other unusual characters are not accepted.
• Only the first 25 results are shown. (why not just All results?). Users assume that this all the results as it is not clear that there are more.
• If you type in a portion of a word (e.g. basically a contains function) you do not get a result - very poor.
• When the advanced box is open there is a scrollbar to view the results within the screen scrollbar which is confusing.
• The ordering sometimes makes no sense. It will show leads with a poor match level before an account with 100% match level. Then the same search will order it correctly at another time. Users have a hard time trusting the results.

Features Wanted:

• Predictive typing with the available results as you type (just like Google).
• Ability to configure what fields are shown in the results pane as well as the preview pane. This should also be configurable for the type of entity where there is a match. For example the fields shown for a ticket will be different for the fields shown for an account.
• Ability to set your own max results e.g.. All results
• Results shown for portions of words (contains function)
• If the bulk of the search is a match - for example if someone types in Company Limited and the record is in the database as "Company Ltd" or just "Company" it should still provide a corresponding match whereas currently no results will be returned.

• Preview screen needs to be overhauled for look and feel. It looks awful and some of it is not relevant. Fields shown on the preview screen needs to be configurable.

  Where users do not have access to a record they can still see a match but are told they do not have access. This is actually a great feature as it means users have the ability to know a record is there and can discuss further with the account manager. However, I want the ability to allow a preview on the result for certain approved fields so the can get a basic understanding of a record in order to discuss further with the relevant account manager on potential duplicates or cross selling of sales opportunities etc.
• In addition to records being sorted by score level. e.g.. 100% matches are shown before 90% matches etc, where the score level is the same, we need the ability to configure the order of results (e.g.. Accounts should show before leads because that is qualified information).

Date Filters in the web should be more configurable.

Simply having Next Month, Next Year, etc etc is no good really. It would be good to have it like Excel 2010, which automatically groups by YYYY, MM, DD, HH, MM, SS.  It should be possible to set this up in the Application Architect filters.

Our requirement is to filter by Month and Year, but it would be good to be able to drill/filter to any date/time element.  We are having to hard code our Month/Year Filter at the moment using a Range filter, which we will have to keep updating every few years. Not ideal.

See attached examples

OK you've already heard (or read) that the new java script Notes-History forms do NOT persist the user's carefully selected filters between accounts.......it simply throws them all away.

I made it clear at Boot Camp that my customer's aren't interested in this lack of basic behavior in an 8.0 upgrade NOR in the new Activity java Scipt tabs coming in 8.0.....

So here's the ideaLogix......

Persist the Filters........by Entitiy........by User......and store them locally or in the database. You need to be able to add additional filters to the form, and persist those as well.....maybe it's a SQL statement that gets stored in the database.....by UserID, by EntityName....

Basically the user goes after Contact History records one way.....Ticket History another......Opportunity.....and so forth. They carefully craft the values for the filters to answer their questions......... we should honor their work by persisting their efforts....not throwing away the work.....

Make sense???

Since we have had one since day zero February 1997....what's the idea RJ???

We need to ensure that running the integrity checker checks for all data values and relationship rules that can cause SLX to not work.....and fix the issue.

IF not having a Primary Contact is going to break Ticket's......

Or not have any DONOT fields = 'F' break ticket's.....

Null AccountManagerID in Account? Opportunity, Contact?

OR a NULL DateOpened field in Opportunity break just about everything......

ExchangeRate is NULL? REset it to 1.......ExcahngeRateType is Null reset it to the Currency Code of the User's machine or whatever....

Then the integrity checker needs to check the condition.....and fix it. correctly and permanently. Like inserting Address records (real ones) when it can't find one......

Once the integrity checker is run.....a retest should NEVER find the same error condition (i.e. unfixed) until such time as records were added\modified  that broke the test....

A great design idea to add convenient and consistency to Sage SalesLogix Web application. Add the ability to Drag and Drop to the attachments tab of SalesLogix Web anywhere the attachments tab is found. 

Why:

• Convenience – Users find this feature to be easy, allowing users to select one or multiple files at a time and dragging them into CRM.
• Design Philosophy - this would mimic similar design philosophy of the History' tab's drag and drop feature, therefore keeping design interface for end users consistent.

On a side note, it would also be interesting to have the ability to right-click a file and send it to the attachments area of SLX using Window’s Send To feature:

• Send to -> SLX Contact
• Send to -> SLX Account
• Send to -> SLX Opportunity

Tools Manage....Ticket Urgency needed.......for the LAN Admin, Architect, Client. Launches the Urgency Manager.

WEB: Administrator navigation  Icon needs to have a Ticket Urgency icon to launch the form.....and possibly another Insert drop down item....Insert New Urgency....

Was suprised how deeply buried this was in the SLX 7.5.4 system....LAN ADMIN Systems icon......office profiles.....edit one.....etc......

Not good.

Suggest that the Account "Owner" (team) field name, be changed to Account "Team" - Account Manager and Account Owner are often synonomous and having both of them as field names can be confusing when they both represent something different  wihtin SLX - the Account Manager "owns" the account - a "Team" has access to and works together on an account.

I'm a recent convert to Sage E-marketing, on 7.5.3 Lan & Web. However, when converting a lead over to a contact, the e-marketing history is lost. It would be great to preserve this, so that the entire history of the contact is maintained.  This is certainly the case when merging up with an existing contact - I'll be checking the next one where the contact didn't previously exist.

Andy

My users might be finding difficulty with this because we just converted from the LAN version to the web version.  But, when inserting a new contact/account/opportunity, users are able to navigate away from the Insert page without being prompted to save.  Sometimes they are in the middle of adding something and then get pulled away and have to come back.  They may forget what they are in the middle of and when they navigate away, they lose all of their information.  I think if a user navigates away from the Insert page, they should be prompted or notified that they will lose data if they continue.

The toolbar at the top of the screen (which has a Save button, record navigation buttons, undo, delete etc.) should be in a static frame and not affected by scrolling.

On computers with lower resolutions it is annoying to have to scroll to up to navigate through records.

See attached

Thanks

If the result of a Group Lookup contains one record; open the detail for the record instead of making the user select the single returned record.

It would be really useful to have does not contain as a standard operator in the query builder in SalesLogix. SLX allows you to have "not equal to" but what if you want to blanket filter out a particular word from a field?

The ACT! By Sage software actually contains this functionality in its advanced query builder so I was a little surprised to find that SalesLogix doesn't have this. It should be pretty easy to implement as well. The contains is simply a "LIKE '%data%'" statement in SQL so does not contain should simply be "NOT LIKE '%data%'".

Lead assignment

When you re-assigns the lead from one user to another for companies with lots of users this is time consuming.

Of the folders which are shown a good idea would be to have a fav. Folder where users could drag team members or key individuals into the folder for quicker access.

The standard query builder when you add a new group is quite daunting for most standard users and finding the relevant fields can be quite difficult if you don't know the database structure - e.g. seccodeID field gives no clue that it is actually the owner field.

in 7.5.3 web client - filtering is a great way of getting to the data you need quickly and easily without having to build a query. However once you have filtered the data you can create a group but it is a static group and not dynamic.

I think a great way of building simple dynamic groups very quickly and easily (without having to use query builder) would be to have another common task option called Save records as a dynamic  group. This option, would create a new group with the existing group conditions plus the new conditions you have applied with the filter automatically to the conditions of the query.

This would free up administrators from having to create simple groups for users who are not comfortable with the create groups function (which is most of the users in our organisation).

What we need for tablets (iPad, Zoom, et al) is the new SLX Mobile Client to put the 'home' page on the left hand side of the screen as a SiteMap/ribbon/Nav Bar. AutoMagically.

We've got these nice 7" and 10" wide tablets [need I mention browsers on laptop and desktop computers???!!!) and the SLX Mobile client needs to be more Native AppLike, Monitor size aware, and user friendly.

Thanks!

Not really an idea however was advised to post it here.

Can we get full support for UAC to be enabled, we have seen numerous issues when UAC is left on and whilst some smaller environments are happy to have this disabled, more and more larger clients are requesting the ability to have UAC fully supported.

Regards

Craig Frayne