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

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.

 

 

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

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. 

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.

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

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

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

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!

It'd be nice if the default message when you navigate away from a record in SalesLogix Web gave you the ability to save the record ie if the message said "There are unsaved changes on this page, press yes to save the changes and continue, or no to return to the {account/contact/opportunity} without saving changes"

Status: Under Consideration
Would auto save be the preferred user experience?

I don't care at all for the existing customer portal implementation. It never seems to be what my customers want. Instead of it being this separate application, they want it to be more "embeddable" into other existing customer websites they already have.

 

Having clear defined integration points for the customer portal and embeddable parts that could be used in other websites could make the customer portal far more attractive to support organizations. At minimum, having the base customer portal use themes or skins that could easily change it's look & feel would make it easier to at least look like the existing customer websites even if they are two separate websites. It would really be cool to even have the screens that make up the customer portal be reusable UserControls (or simple pages that one could load into frames).

 

Having the customer portal look like "SalesLogix" just isn't something that most companies want.

Searching for records in a database is an extremely important component. Speedsearch should be the standard lookup tool in saleslogix for finding records as the standard lookup functionality at entity level is very limiting and unforgiving. However Speedsearch needs a complete overhaul as it is clumsy and it is not user friendly. Users want and expect the "Google" experience from a search function.

 

Downsides of Speedsearch

  • Results take up too much space onscreen
  • Characters such as "&" and other unusual characters are not accepted.
  • Only the first 25 results are shown. (why not just All results?). Users assume that this all the results as it is not clear that there are more.
  • If you type in a portion of a word (e.g. basically a contains function) you do not get a result - very poor.
  • When the advanced box is open there is a scrollbar to view the results within the screen scrollbar which is confusing.
  • The ordering sometimes makes no sense. It will show leads with a poor match level before an account with 100% match level. Then the same search will order it correctly at another time. Users have a hard time trusting the results.

Features Wanted:

  • Predictive typing with the available results as you type (just like Google).
  • Ability to configure what fields are shown in the results pane as well as the preview pane. This should also be configurable for the type of entity where there is a match. For example the fields shown for a ticket will be different for the fields shown for an account.
  • Ability to set your own max results e.g.. All results
  • Results shown for portions of words (contains function)
  • If the bulk of the search is a match - for example if someone types in Company Limited and the record is in the database as "Company Ltd" or just "Company" it should still provide a corresponding match whereas currently no results will be returned.
  • Preview screen needs to be overhauled for look and feel. It looks awful and some of it is not relevant. Fields shown on the preview screen needs to be configurable.

    Where users do not have access to a record they can still see a match but are told they do not have access. This is actually a great feature as it means users have the ability to know a record is there and can discuss further with the account manager. However, I want the ability to allow a preview on the result for certain approved fields so the can get a basic understanding of a record in order to discuss further with the relevant account manager on potential duplicates or cross selling of sales opportunities etc.
  • In addition to records being sorted by score level. e.g.. 100% matches are shown before 90% matches etc, where the score level is the same, we need the ability to configure the order of results (e.g.. Accounts should show before leads because that is qualified information).

I'm a recent convert to Sage E-marketing, on 7.5.3 Lan & Web. However, when converting a lead over to a contact, the e-marketing history is lost. It would be great to preserve this, so that the entire history of the contact is maintained.  This is certainly the case when merging up with an existing contact - I'll be checking the next one where the contact didn't previously exist.

Andy

Due to multiple imports and the nature of our business, we have many, many duplicate contacts in our database.  Unfortunately, many have been entered with generic names - General Manger, etc. rather than given names.  It is a real pain to have to create a contact group for each account then merge through list view.  No, Parabus does not work for us in this area either.

 

What we would love is to be able to click on the Contact tabs while in the account screen, highlight two (or more) duplicates, and merge them right there.

And when an email comes back in and we user Record to History (Ugh!) it should know enough to attach it to the Entity that sent it. Here's a great example of a broken process.

 

1. Send Email from a Ticket

2. Hit SendSLX

3. Message prompt has the Ticket selected

4. Message responded to by recipient

5. Hit Record to History

6. Prompt has not selected the ticket

 

Sure, I know I can go into the globals script and take this on a programming journey, but MS CRM touts some sort of embedded magic that automatically knows where to associate responses to outgoing emails -- and it's all included in the product! We need to be further down the road here even though we have access to best of bread alerting tools. So do they, they just don't need them as early in the solution design process.

It'd be nice if sorting by multiple columns in SLX Web was possible, for example to allow sorting My Accounts by Type and then Account Name

Status: Under Consideration
We recognize multiple columns can be sorted using query builder but not while in list view. Currently under review.

I recall having some great conversations with the Carson's.....Sullivan's.....et al about how a real activity should be structured....circa 1997-2001.

 

We still need the following in 2010:

 

An address/location/location type and link to directions on where a meeting is going to be held.

 

Many meetings have ContactS at them, need a list of attendees\roles.....

 

Sales Calls are often about a 'sub' Account....you call on Wal-Mart or Home Depot and talk specifically about a store opening that isn't the HQ Account.

 

You often bring product samples to a meeting (productID, quantity, lot # and expiration date).

 

Literature pieces......

 

Sub Activities (the check list of items to discuss that themselves may need follow up/another meeting/someone else's involvement)....

 

you get the idea.....

 

 

Outlook Sync - Details

Status: Under Consideration
by Bronze Super Contributor craigf on ‎06-10-2014 07:07 AM

WIth the new Outlook Sync, The activity syncs across with notes and subject, however none of the account and or contact details are synced over.

 

If you only have access to Outlook then the activity information is of very little value.

 

Could we please have the Account & Contact details sync over.

 

Regards

 

Craig

WEB: Activity form - jump link to Contact, Account, etc.

Status: Under Consideration
by Bronze Super Contributor mtamborini ‎05-16-2014 12:26 AM - edited ‎05-16-2014 12:34 AM

Hi,

 

LAN: open an activity and you had clickable links to jump to the related contact, account, etc.

WEB 8.0, 8.1: open an activity and you can only mouseover the related contact, account, etc. and get some basic infos.

 

The LAN solution would also be preferred in WEB. Thank you.

 

Regards,

Marco

 

Filters on Date Fields

Status: Under Consideration
by Copper Contributor NickPoncia on ‎02-21-2012 01:51 PM

Date Filters in the web should be more configurable.

 

Simply having Next Month, Next Year, etc etc is no good really. It would be good to have it like Excel 2010, which automatically groups by YYYY, MM, DD, HH, MM, SS.  It should be possible to set this up in the Application Architect filters.

 

Our requirement is to filter by Month and Year, but it would be good to be able to drill/filter to any date/time element.  We are having to hard code our Month/Year Filter at the moment using a Range filter, which we will have to keep updating every few years. Not ideal.

 

See attached examples

Group Tab Sort Order

Status: Under Consideration
by Copper Contributor ckingktg on ‎08-04-2012 10:06 AM

Groups should sort on the group name and not on the display name

Status: Under Consideration
Looking at adding a favorites feature including personalizing the order.

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