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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

Sage (UK) Limited | Sage House | Wharfedale Road | Winnersh | Berkshire | RG41 5RD
Email:
Manju.Sharma@sage.com | Tel: 01189 270 200

 

 

Dashboard Dimensions

Status: Under Consideration
by Copper Contributor NickPoncia on ‎08-25-2011 05:50 AM

It would be great to be able to specify more than one dimension on a Bar/Column Chart Dashboard in 7.5.3/7.5.4 Web.  Example attached.

Picklist Control in the Web

Status: Delivered in 8.0
by Copper Contributor NickPoncia on ‎02-21-2012 04:27 AM

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

Literature Fulfillment

Status: Under Consideration
by Astute Commentator jross on ‎04-25-2014 08:34 AM

This is a great feature of Saleslogix but it needs a refresh.  We should be able to see a picture of the item being ordered along with a comment about the literature item. 

Multi Attendee Meetings in LAN client

Status: New
by nicole@isquared.co.za on ‎08-12-2014 06:36 AM

Multiple attendees can be added to a meeting in the Web client. This fuctionality would be very useful in the LAN client. Currently we have to manage most of our meetings outside of SLX, since a meeting can only be recorded against one Contact record. Often we are meeting with more than one person at a company though so need to include multiple Contacts in the Meeting Request. This causes duplication and being able to manage all meetings from within SLX would save a lot of time.

Hide Inactive Lead Source

Status: Delivered in 8.0
by mhartwell on ‎04-12-2012 07:52 AM

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.

Status: Delivered in 8.0
Lead lookup items in 8.0 are name, company, city, state, work phone, e-mail, and owner. As with other lookups multiple search criteria is available (i.e. name starts with A, company = Sage, etc)

Portal Toolbar menus - Enhance editing capabilities

Status: New
by Copper Contributor morfila on ‎11-08-2012 12:22 PM

Hi,

 

When modifying the toolbar menues of a Page in AA, it would be great to be able to move an existing menu item inside other menu items. Currently, menu items can only remain inside the menu item their were created in.

 

How to reproduce:

1) In AA, edit the portal "Portal Manager > Sage SalesLogix".
2) Click on the "Navigation" tab.
3) Create a menu item inside "Sales".
4) Try to move the new menu item to "Marketing" (you can't, but it would be nice to be able to).

 

Some ideas: add copy/cut/paste options to the context menu so we can easily reuse and move existing menu items.

 

Regards,

 

     Marcos

 

0 Kudos

Save a meeting to multiple contacts

Status: New
by mhartwell on ‎09-26-2012 01:58 PM

I don't see a way to do this.  If a salesperson meets with multiple people at one company, there doesn't seem to be a way to save a record of the meeting to multiple contact records.  They have to pick one person and save it to that contact.

 

It would be nice to be able to see all contacts that were involved in the meeting.

0 Kudos

Get rid of AccountSummary

Status: New
by Copper Super Contributor alex.cottner on ‎05-20-2013 02:02 PM

Can we eliminate the Account Summary table? It's a legacy table that seems to just caus problems at this point. It never seems to stay in sync with the Account table and is just a headache at this point.

0 Kudos

Bit Datatype

Status: New
by Bronze Super Contributor nrice on ‎05-15-2012 02:44 PM

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.

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.

0 Kudos

Assign Ticket after ticket is generated

Status: New
by JasonV@iaic.ca on ‎11-09-2012 12:20 PM

When we setup a new ticket, and we change the assign to to a team it renerates an email to all staff which want a Ticket Notification (email).

 

After the ticket has been generated, and we want to change the Assigned to field to a different team, it will generate an email, but the email address are all the same, and it if there are five users in the team, it shows five email address for the same users.

 

If there anyway to fix this so when we change the assigned to it will generate an email and only put the users which want the email sent to them, the sames as when the ticket is first created?

 

Thanks for any advice.

0 Kudos

SLX Mobile Attachments

Status: New
by New Member tdaskal on ‎03-18-2014 11:35 AM

Our customer lives by attachments but unfortunately we can only open page one of any attachments in SLX Mobile using an iPad and iOS 7.1. Any suggestions or workarounds would be appreciated or an ETA on the fix?

0 Kudos

QueMessage: Interface not Supported

Status: New
by rotash on ‎06-14-2013 09:56 AM

Has anyone received this error "QueMessage: Interface not Supported"  when trying to email from Saleslogix to Outlook2013?

 

 

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

"Remember Me" checkbox

Status: New
by Silver Contributor ngaller on ‎02-15-2011 09:38 AM

It would be nice if the "Remember Me" checkbox acted more like a "Keep Me Logged In" checkbox...  This will be closer to what people are expecting from this type of option on the login screen in a web app (cfr gmail, ebay, saleslogix community, etc, basically anything but online banking sites).  Is it a security concern?

xbar tickets and opportunities

Status: Under Consideration
by Copper Contributor jrippon on ‎07-31-2014 05:04 AM

Hi all,

 

When using the xbar and you click on an email you have sent or received, it will show you the list of contacts in the xbar pane.

 

If you pick one of the contacts (e.g. John Abbott) there is a ticket and opportunity icon underneath their name.

If you click one of these icons it only shows you the tickets or opportunities that currently have the status as 'Open'.

 

This causes issues as some clients have other status's such as 'Under Investigation' so looking at the contact in the xbar shows this contact has no tickets or opportunities when they actually do.

 

The xbar needs to have the ability to show tickets and opportunities that have different status's other than just 'Open'.

 

Thanks

It would be nice if XBar would offer somehow smarter proposals when creating a new contact from a currently selected inbox mail.

 

Scenario:

When I select an incoming mail from an unknown contact, whose mail address domain belongs to an account that is already present in the database, it would be nice to either have the account related data already prepopulated or at least to get asked if i want to associate the new contact to that existing account.

Expose some kind of web enabled tool to authorized end users eg manager of support, manager of sales etc for them to self manage and create workflow and process routing rules. The current model where everything is hard coded on the back end, makes all changes even seemingly simple ones a complex IT initiative. If the authorized end user could alter these processes themselves, clients would derive significant benefits around process change, user acceptance and adoption. The current architect/designer approach really makes this an IT only function, leading to significant delays and cost in getting changes done. This really detracts from the solution.

 

A simple "call tree" like structure would suffice for this purpose, just like a phone call IVR system eg

Get ticket, log entry

Email confirmation to client

Send notice to support tech

etc etc 

Hi,

 

some of our customers migrated to web client are missing the number of the current selected record.

In the Lan Client they could see "7 of 2001" for example. In web client there is only shown the number of the visible records.

Maybe you could add this information in the on top of the list view.

 

kind regards

AWollner

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