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Our customers LIVE in Outlook, like it or not. SendSLX and Record To History have become a competitive challenge.

 

We need "Outlook2CRM - like" integration (inclusive) which allows consultants (or even customers) to build work "processes" that spawn AFTER basic validation checks occur.....like is the Contact in the database, No?, then help me add the contact and then continue with the process I started. Doing everything from one button (which it doesn't do) is not the answer.

 

Having to purchase a 3rd party add-on (as awesome as it is) is a show stopper in many deals. The other show stopper is the fact that we are being driven to the web, yet no new Outlook Integration was introduced to this new and advanced environment. 

 

The amount of time that someone who lives in Outlook has to spend dealing with these delinquencies is sginificant. 3rd Party or Interna. We need comprehensive Outlook integration. See Infusionsoft

Status: Accepted

SLX 8.1 Icons

Status: Delivered in 8.1
by Bronze Super Contributor nrice on ‎02-08-2014 12:04 PM

Give each exe a different looking icon.  When they are all pinned to the taskbar having them all the same makes it harder to selection the one you want.  Guessing Vs. hoping the mouse hover enlightens you.

Give users the option on whether they use split view or full page view

Status: Accepted
by Copper Contributor SamMitchell ‎07-31-2014 03:02 AM - edited ‎07-31-2014 03:02 AM

In SalesLogix 8.0, Sage changed the layout of the main detail screens. Previously, where you were given a single page with a scroll bar, now you're given a static "detail" view at the top of the screen while your tabs reside underneath.

Although this may be seen by some as a favourable change, we're finding that this decission is proving unpopular with customers because of the way the tabs are now "squashed" at the bottom of the screen. Previously, they enjoyed the ability to view a single page of (for instance) contact information and to scroll up and down at their leisure depending on the data they needed to see.

Although they can use the "minimise" button at the top of the screen, the ability to do this is unpopular because it adds an extra click and hides off additional info that previously, they only had to scroll to the top to view.

Adding an option to allow users to choose between which view they'd like to use would be ideal.

(To clarify, by split view I mean the split between main information at the top and tab information at the bottom. I'm not referring to the LAN client split view where you can view details and group info on the same screen.)

Status: Accepted

Coloured Groups

Status: Under Consideration
by Copper Contributor SamMitchell ‎07-31-2014 07:06 AM - edited ‎07-31-2014 07:24 AM

This idea would work great with Brain's Tool for managing groups or at least add a "last access date".

 

One of the most powerful aspects of SalesLogix as a CRM is the ability to create your own groups and filter data. A customer suggested to me recently that it would be nice to set the colour of those group tabs that run along the top. Users can then effectively "group" their groups and assign a colour to their grouped groups.

 

E.g

 

Opportunity Entity

 Closed Won Opportunity Group

  Closed-Won Opps This Month

  Closed-Won Opps Last Month

  Closed Won Opps This Year

  My Closed Won Opps

  Add On Closed Won Opps

 Closed Lost Opportunity Group

  Closed-Lost Opps This Month

  Closed-Lost Opps Last Month

  Closed Lost Opps This Year

  My Closed Lost Opps

  Add On Closed Lost Opps

 Ongoing Opportunities 

  My Open Opportunities
  Opportunities Not Contacted in 28 Days

You get the idea. Being able to group the groups and assign colours would really build on SalesLogix's already fantastic group functionality and will help those users that have their groups set up like the attached below.

 

Adding this functionality for both the web and LAN would be fantastic as we have a few big SalesLogix clients that use their groups religiously. This will make the system considerably more attractive for future upgrades to them and will make life easier for those that utilise SalesLogix's group functionality properly.

 

 

XBar - Windows Authentication

Status: Accepted
by Bronze Super Contributor craigf on ‎07-02-2014 04:25 AM

We need to have Windows authentication for XBar, if as we do you have customers who ONLY use Windows Authentictaion then this is a problem, Windows authentication is nowadays either on or off, therefore without Windows Authentication support for Xbar, it will require additional portals setting up for SLX authentication.

 

Can you please make XBar compatible with Windows Authentication.

 

Regards

Craig

Status: Accepted
  • Move language setting from Browser setting to SLX user profile setting

Scenario: Customers in Europe want to use one browser to do the following:

  • set their browser to "local" lanaguage, e.g., German >> for genernal web browsing so sites appear in German
  • Log into SLX on same browser and see the "English" SLX translation label set >> as this is the business "language"

 

if you moved the SLX language to user profile setting (that either be set by Admin or via User preferences panel), then the above scenario would be possible. 

Status: Accepted

Inactive Contacts

Status: Under Consideration
by Astute Commentator jross on ‎01-17-2013 08:24 AM

I would like to see Inactive Contacts appear greyed out in the Account View Contact Tab. 

Ability to log off all users

Status: Under Consideration
by Silver Contributor apfingstl ‎10-30-2009 05:24 AM - edited ‎10-30-2009 07:40 AM

It would be great to avoid phone calls from users, to log off all users from slx with a short message.

I do not know if this is possible in web but it would be great to let the users know that you are doing something in the system which requires them to log off.

Or post some global message which can be seen by all users.

Something like this!!

Message Edited by apfingstl on 30.10.2009 03:40 PM
Status: Under Consideration
Good idea. Will research possibilities/limitations with dev. Thanks

The replace data maintenance function was very useful in the LAN client for modifying a lot of data at once based on groups. The function is missing in the WEB client.

 

Thank you.

Regards,
Marco

Concurrent Licences

Status: New
by Copper Contributor Paul_Barnes on ‎06-04-2013 11:45 PM

When a customer has a concurrent licence there is no way of knowing if a single user is signed in more than once.

 

We would like to see in administrator the count reflecting not only amount of users (concurrent) signed in but a way of seeing if a user is logged in multiple times thus using more than one licence.

 

We have a customer who has this exact problem and if they do get close to using all of their concurrent licence the user count can show incorrectly.

 

Thank you

 

Paul Barnes

QGate Software Technical Support  

With the release of Windows2008 R2 and the big push for 64 bit desktops/laptops it's time we have an option in the install that would give us 64 bit versions of all the SalesLogix applications. 

 

This does not have to be a "mixed" (32/64 bit) on a given system but should allow us to install either the 64 bit or the 32 bit on a given platform. What would be really nice is that it does an auto-discovery (this should be very easy) if the platform is 32 or 64 bit and "default" to the correct one. 

Status: Under Consideration
Our expectation is that you use SData for integration. We are considering a complete 64 bit web architecture stack.

Web Configurator for deployments

Status: Under Consideration
by Bronze Super Contributor craigf on ‎01-22-2014 11:55 AM

Not sure how possible or likely this is, however here goes.

 

With the advent of the job server and having just been through a load balanced install utilising an app server for shared components, It would be really great to have a configurator within AA, within this configurator you would state where the SLXServer is located, where the job server is located, where the cache server is located, where the messaging server is located in addition whether you want to use windows authentication or slx authentication.

 

Plumb in all this information and all the relevant *.config files are deployed with the correct settings for the relevant servers and authentication methods.

 

Hacking around in config files with limited or no documentation for specific scenarios in this day and age is archaic.

 

Please provide us with some sort of mechanism to set up the configurations which are deployed to the relevant servers instead of having to mess around in config files.

 

Regards

Craig

SLX 8 WEB - display more than 4 calendars

Status: Accepted
by Bronze Super Contributor mtamborini on ‎12-16-2013 03:25 AM

Hi,

 

Our customers would like to display more than 4 calendars. Like it was possible in LAN.

 

Right now you get:

"Sorry, you cannot view more than 4 calendars (including your own) at one time.
Clear one of the currently-selected calendars and try again."

 

Of course at some point you can't display the appointment details anymore.
But just a line of color is enough to see if the user has an appointment or not.

You could always hover over or open it to see the details.

 

Thank you.


Regards,

Marco

 

Status: Accepted

Please bring back GotoSLX !

Status: New
by Silver Super Contributor MikeSpragg on ‎09-20-2014 05:17 PM
See here for reasoning: http://community.saleslogix.com/t5/Customer-Experience/xbar-and-slxotlxx-dll-user-experiences-one-mo... It's very much a missed feature. Whilst xbar has the functionality it requires (a) installing and (b) for customers to want to use it. When GotoSLX was available it was part of slmn.dll (not slxotlXX.dll) so was always installed. Would be great if the feature could be restored. Thanks!

Automatically open result record

Status: New
by Silver Contributor apfingstl on ‎11-21-2013 06:17 AM

If you search for something in slx and only get one result back, it would be nice to automatically open that record.

This would save the user a click.

And if you make this realy great, you put in an option for this, so each user can enable or disable this feature.

It would be nice to have an option in query builder to switch from display names for tables and columns to the original names in the database.

 

This could be accomplished with a simple check box name "technical view" or similar.

The default should be the current behavious, i.e. to show the display names ("end user mode").

 

This would be very helpful for admins or consultants in heavily customized or - more important - localized versions of the client to "translate" the users intent expressed in domain model names into the "real" world of the underlying database and would make much easier to find tables and columns in SSMS if needed.

 

If considered, this option should be present in LAN as well as in web.

Lookups

Status: Under Consideration
by Nickel Contributor anoshwadia on ‎06-27-2014 06:45 AM

Would be really helpful if SalesLogix Lookups provided suggestions as you typed. For example you see this with on LinkedIn or Facebook when you search for a person's name it automatically shows a drop down with suggested names matching your search. This would be useful for certain fields like Account name, Contact Names, and even picklist fields like TYPE and STATUS.

 

Thanks!

Anosh

Configure default operator for lookup properties

Status: New
by Silver Contributor apfingstl on ‎11-21-2013 06:14 AM

It would be great to configure a default operator for each lookup property we insert into a lookup.

Add meaningful activity/history reporting to the Infor CRM dashboards

Status: New
by Copper Contributor SamMitchell ‎11-21-2014 04:15 AM - edited ‎11-21-2014 04:26 AM

Infor CRM manages activities and historical account data very well. The ability now to record activities against multiple participants and the roles they play in the activity is very much a welcome move.

 

That being said, the ability to report on completed activities leaves much to be desired. Some semblance of old reports do exist but they don't reflect a full picture and look very dated. It would be great to be able to add dashboard content that dynamically show activities completed in selectable charts.

 

The ability for managers to quickly and easily see how busy their department has been by how many calls and meetings are being completed would put a huge amount of power in to their hands. At present, you can look at individual accounts and even build groups to display this data. These don't go far enough though.

 

Common reports might be:

 

- Completed activities by user filtered by date range, team and department. (Monthly, weekly and daily call volumes).

 

- Completed activities by activity type. Consisting of a chart that displays how many phone calls, meetings and to-do activities that have taken place for a configurable selection of users over a particular time span (again, daily, weekly, monthly). The ability to add a department, team and individual users would be fantastic!

 

- Completed activities by entity showing a breakdown of the number of calls made against leads, opportunities and contacts. This will allow managers to see where users are concentrating their efforts. It should be filterable by user, team, department and date range.

 

- Completed activities by Category. A breakdown of the activity category picklist allows an organisation to quickly see what types of activity are being completed and by whom. Should be filterable by user, team, department and date range.

 

- Number of outstanding activities by user. Should be able to be filtered by date range, whether to only display past due, the type of entity that it is and the department or team.

 

If anyone else has any other ideas for fantastic reports to add, I'd love to see them.

 

I've been asked this on three separate occasions by different customers. Their attitude toward the ability to do this is that the software should be able to do this out of the box, that other CRM systems are capable of doing this and they're bordering on disbelief that a CRM system as advanced as Infor CRM (or SalesLogix, it's going to take a while for that one to stick!) doesn't do this currently. It's certainly a feature that's lacking.

This idea comes from Brian Jonas' post in another forum: 

 

Group Last Accessed Date
Many customers have upwards of 5,00 to 10,000 account/contact/opportunity groups. I just did a count and found that we (The Seattle Times Co) have 2,200 groups, with 1,470 of them being account groups. Group creation gets out of control due to users creating lists but seldom taking the time to delete old groups. The administrators can purge some lists but for most groups we dont know what can be safely deleted other than unshared lists created by retired users, and the ones the Administrators created.

In our implementation (v7.0.1), one serious impact of having so many groups is demonstrated whenever I log into the client as the Administrator. Since that login sees all the groups, it can take up to 5 minutes to open up to the list viewI cant imagine how long it takes other customers their groups!

In the CAB meeting I suggested that a field be added to the Architect that is a time stamp of the last date the group was accessed. That would really help us purge out the dead groups! There was a lot of vocal support to that suggestionI hope it is possible for Sage  to create.

 

Great idea Brian!

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