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Bit Datatype

Status:

Now that we no longer use Interbase create a bit datatype.

SLX Boolean Char(1) feels so 20th century. Having to change all the boolean fields to True/False from Text in App Architect is a pain.

Consistency with/without colons in Web labels

Status:

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.

Speedsearch Look, Feel and Functionality needs a Complete Overhaul

Status:

by on

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).

Owner field name causes confusion

Status:

by on

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.

Opportunity Summary, 'Last Activity' field.

Status:

by on

Would it be possible for the Opportunity Summary > Last Activity field to take into account, any added activities.

It appears to only go off the modifydate of the opportunity table and we have a customer who would like ANY change linked to the opportunity to affect the 'last activity'.

Group Lookup

Status:

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.

8.0 Web: User Options, Tabbed Forms, Roles, and configuring Deployments

Status:

If a TABBED form has a ROLE, and the user doesn't have the role, then they don't see the tabbed form.

This needs to be changed.

IF the Administrator removes the Role from the form from an Administration Web Client view.....then the next time the user logs in they don't see the form. i.e. this is a configuration issue\opportunity at runtime, NOT a redploy thousands of XML files to a web site just because you don't want the Service user's to see some form somewhere in the database.

Secondly, if the user has configured their SLX Web Client to show the Tabbed From in the middle pane.....we honor that request. But if the Admin takes away that ROLE from the form, I get a RunTime error for any\every user that had previously requested that from be in the middle pane. ile. the form is still in their user configuration xml. This isn't a runtime error.....this is BAD FAD and a Bad Configuration approach....and related to runtime changing of the ROLES in a fom. Changing the roles in a form needs to change the visibility of the form.....wherever the form is being viewed or shown. At runtime. Roles for a form must be a Configuration setting, not a deployment issue.

Thirdly, if a form is deleted from the deployment, and the user has parked that form in their middle pane.....they get a runtime error. This is purely BAD FAD and a failure on the part of SLX to properly refect all of the ramifications of a web form deletion. SLX needs to do the housekeeping.If I delete an Account record in SLX, I expect the AccountSummary record, address records, contacts and their contacts, notes, activities,opportunities and the opp products.....to be deleted as well. When I delete a WEB FORM, I expect SLX to remove it from the user's configuration settings as well.....with no harm and no foul at runtime.

Anyone ever wonder why placing an Entity in a bundle or deleting an entity doesn't bring EVERYTHING with it? Or delete Everything.....OK, a different topic.

An Integrity Checker for SLX!

Status:

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....

Need to have the ability add lookups without having them as Visible in the Group Layout

Status:

by on

Addding lookups to a group is easy in saleslogix web, howver you have to add the field you want a lookup on to the group layout as a visible field.

A lookup should be able to be created in this way but even if the field is not visible (just like filters). You could then add a lookup without taking up valuable gridspace in the list view. I am having to add fields I want as a lookup (which I don't want on the list view) and give it a width of 1 in an attempt to hide it - not ideal. The other downside is if the field you want to lookup on is a one to many relationship with the entity you get many instances of the same record.

SalesLogix Web User selector

Status:

by on

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.

Leed Conversion - Speedsearch results

Status:

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

Status:

8.0 Activity and Nores\History Java Script Filters Session and Beyond Filter Persistence

Status:

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???

Filters on Date Fields

Status:

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

Attachments:

Web Group Builder

Status:

The fields in the "Layout" of a Group should be in a Frame, so scrolling left and right only scrolls the fields in the layout, not everything on the screen. This would improve usability, because when fields are added to the layout they are added to the right, you often have to scroll across to see them and move them into position, but scrolling across often hides the "Move Left" button. See attached example.

Also I may have mentioned it before but on this screen, Hidden fields should be hidden by default, and the user should be forced to click "Show Hidden Fields" if they want them displayed.

Users often find the Group Builder confusing because many tables are full of fields they will never need to use. E.g. Notifyonclose or Salesengineerid.

I want to hide many fields in the DB Manager and have SLX hide them by default in the Group Builder.

Would definitely help with user buy in.

Attachments:

Picklist Control in the Web

Status:

The picklist Control in the web should allow more than 4 items to be displayed in the dropdown list.

Lead Mail Merge Template OOTB

Status:

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.

Status:

SalesLogix Mobile - Ability to See Other Users' Activities

Status:

The request is to be able to see all activities the user has access to, not just the records where they are the leader. It would be nice, but not maybe mobile friendly, to be able to select which users the user wants to view (like the desktop client). However, maybe a simple option for "Show My Activities" vs "Show All Activities" would be a good compromise.

Mobile Client - Open mapping applications when selecting an Address

Status:

So right now the mobile client just opens google maps in a web browser when running the "showMapForAddress" function. It sure would be nice if it opened the native mapping application. I already use this, but it would be nice if it was included in the stock mobile client.

showMapForAddress: function(address) {
            if (navigator.userAgent.match(/ (android) /))
                window.location.href = String.format("geo:0,0?q={0}", address);
            else if (navigator.userAgent.match(/ (iphone|ipod|ipad) /))
                window.location.href = String.format("maps:q={0}", address);
            else   // web browser
                window.location.href = String.format("http://maps.google.com/maps?q={0}", address);        
        }

This just does a browser check and returns a hyperlink accordingly. If you're on Android it will open your default mapping application (normally Google Maps, but you can change it to be another App). If you're on iOS it opens the google maps application. And if you're on neither it just redirects you to google maps as normal.

Status:

The Job of Sending Information to Prospects/Customers Needs to be Easier (in the Web especially)

Status:

My customers tell me they want to spend less time creating unique ways to send files from the sales library, or specific attachments. When they are in their mail client (Outlook) web users need to quickly find library documents and attachments (to accounts, tickets, etc) and include one or more in an email.

The web client actually took part of this feature away, it appears. Users of the web client cannot locate library documents to include in an email. This is an important job to get done, that competitors have been getting done for a long time.

I think a long look at how customers do their work would help greatly to reinforce the need expressed in this idea, as well as the best design to make the experience of getting this job the best it can be.

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