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SalesLogix Web User selector

Status: Partially Implemented
by eddie on ‎03-05-2012 03:30 AM

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.

Status: Partially Implemented
In 8.0 user look ups can be filtered and sorted similiar to other standard look ups. Personalization will be considered as a feature for a later release.
Comments
by Moderator Moderator
on ‎03-15-2012 10:55 AM

This is something that has been addressed in our 8.0 release, in the sense you can now multi-select leads in the list view and reassign this leads to a User or Team in a bulk action.

by eddie
on ‎03-16-2012 01:38 AM

Hi John,

 

Thanks for the feedback, but the idea relates to the picking of users.

If you have a customer with lots of users the dialog box which lets you pick a user is not the easiest to navigate quickly.

 

I thought in 7.5.4 you could already multi-select leads and re-assign in a bulk action ?

 

Cheers Eddie

by Moderator Moderator
on ‎08-02-2012 11:46 AM
Status changed to: Partially Implemented
In 8.0 user look ups can be filtered and sorted similiar to other standard look ups. Personalization will be considered as a feature for a later release.

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