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

Improved and/or different User Lookup control

Status: Under Consideration
by Employee on ‎12-31-2009 01:18 PM

This deficiency existed in the LAN as well, but we were occasionally able to work around it by using the standard Lookup control against the UserInfo table.

 

The User Lookup control groups the SLX Users according the their SLX License type. This is of limited, if any, use for data entry purposes in anything other than an Administrative application. More often we find that it confuses the end-users that are simply trying to choose an Account Manager or some such property value.

 

Desired User Groupings:

  • Group Users by the SLX built-in groups  (Teams, Departments, Roles)
  • Group by a designated property (ex. User.Title, or User.<YourCustomFieldHere>
  • Group by an expression (complex expression to all of for multiple property combinations, concatenations, etc.)
  • Group by primary address field(s) - Country, State/Province, City)

 

Configurable - Important:

It is very important that we have ability to define (developer designation, not end-user) which user groupings we wish to make available for each UserLookup control we place on a form (i.e.. not a global settings, needs to be definable for each time we use the control).

 

A few more user fields:

Consider allowing the user control to define what the displayed information will be such that we could show not only the user name, but 2-3 other information fields  - things like Title, SupervisorName, Phone,City, State, etc. serve to help the end-user clarify that they are, in fact, selecting the correct user.

 

Also Desirable:

It may also be useful if we could incorporate a bit of the standard Lookup Control functionality where (optionally) we could show the user list in a grid.

Maybe some thing that looks pretty much like the standard lookup control, but with ability to not only filter on the lookup results grid columns (as standard lookup does), but also filter by the user groupings mentioned above.

 

 

 

 

 

Status: Under Consideration
Nice write up. Thanks
Comments
by Bronze Super Contributor
on ‎12-31-2009 03:56 PM
Todd, I agree that the current control needs to be overhauled or simply replaced.

Slight tangent - I do not understand why the user and owner lookups should behave any differently than other entity lookups. Is this a case of Sage duplicating the windows client functionality for no other reason than duplicating the windows client?
by Employee
on ‎12-31-2009 04:04 PM

You know - that is a good point.

 

Consider that Contacts and Users both represent "People" in the real world.  For looking up Contacts, we are not satisfied to show only the Contact name, we always need a few more fields to help clarify that we are selecting the correct Contact.  For a fairly small implementation the list of User names may be sufficiently small - and my personal knowledge of the users may be almost 100% - however for a system with > 25 users, I face the same challenge identifying specific users from a list as I do with selecting specific Contacts from a list.

 

by Bronze Elite Contributor
on ‎01-26-2010 05:47 AM

I think the lookup control has always been lacking a few things. I used to work with a product called Commence <shiver>. They had what was called a connection control .It allow you to link to an existing record in whatever table is defined (they have no core schema - thankfull). It also allows you to connect to more than one record, kind of like a datagrid. And get this! It has an "Add" button so you can add new items which automatically get connected.

 

In my mind, that control kept me in business for many years. 

by
on ‎02-02-2010 12:27 PM
Status changed to: Under Consideration
Nice write up. Thanks
by
on ‎06-17-2010 02:16 PM

In addition it would be nice if the look up was a little smarter.  There are 3 ways in which it could be smarter (the first one is the most important/useful):

 

1. When I search for a company called "A.B. Company", if I look for "AB Company" I find nothing.  Likewise if I'm looking for "A & B Company" and type "A&B Company" I also won't find it.  The search should be able to ignore punctuation and spaces so I can easily find such companies.  

2.  Include similar sounds.  I once worked for a software company where the search for something staring with "Pho" would not only bring up the usual names like "Photon" or "Photo", but also "Foto". Likewise words starting with "C" and "K" sounds could be found interchangeably. 

3. Include common name derivations in the name look up.  The same software I mentioned in #2 was also smart enough in the lookup to list "Bill" if you looked up "William" or "Robert" if you looked up "Bob".  Obviously it didn't know all nicknames, but covered the most common ones.

 

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