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Astute Commentator
Posts: 11
Registered: ‎07-01-2010

Welcome Page different from Dashboard?

Is the Welcome Page shown on the Saleslogix product demos only available in SLX Web Client?  I don't have Web, and I don't believe I can customize my Dashboard to include an embedded web browser or other features highlighted in the online demos of the Welcome Screen.

 

I have Sage SalesLogix v. 7.5.2.2151 with Service Pack 2 and Visual Analyzer plug-ins.

Nickel Super Contributor
Posts: 105
Registered: ‎11-11-2009

Re: Welcome Page different from Dashboard?

Its definitely only a web client feature.  My company runs both LAN and web and I have not been able to figure out how to replicate it on the LAN side.

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Welcome Page different from Dashboard?

Simple.. build out a new mainview and use the "browser" control - then you can do anything.

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Nickel Super Contributor
Posts: 105
Registered: ‎11-11-2009

Re: Welcome Page different from Dashboard?

And that is why you're a BP and I'm a customer with a limited IT background Smiley Wink   LOL

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Welcome Page different from Dashboard?

We'd be glad to do it for a fee ;-)

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Nickel Super Contributor
Posts: 105
Registered: ‎11-11-2009

Re: Welcome Page different from Dashboard?

Haha I don't think my current BP would be too impressed with me if I side-tracked them but the "free" aspect is intriguing 

Astute Commentator
Posts: 11
Registered: ‎07-01-2010

Re: Welcome Page different from Dashboard?

[ Edited ]

Re: Build out a whole new main view...

 

Yeah, I would love to be able to learn to do that.  Is that possible with knowing SQL or some others as well?  We've recently migrated to SalesLogix and are just beginning to try to get our data clean so we can utilize most of the higher functioning features.  (I don't even know what BP means, sheesh)

Nickel Super Contributor
Posts: 105
Registered: ‎11-11-2009

Re: Welcome Page different from Dashboard?

BP = Business Partner

 

These are vendors who are Sage certified to help companies with their systems and support.

 

Don't worry you'll get the lingo quick Smiley Wink