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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)

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

 

 

OK you've already heard (or read) that the new java script Notes-History forms do NOT persist the user's carefully selected filters between accounts.......it simply throws them all away.

 

I made it clear at Boot Camp that my customer's aren't interested in this lack of basic behavior in an 8.0 upgrade NOR in the new Activity java Scipt tabs coming in 8.0.....

 

So here's the ideaLogix......

 

Persist the Filters........by Entitiy........by User......and store them locally or in the database. You need to be able to add additional filters to the form, and persist those as well.....maybe it's a SQL statement that gets stored in the database.....by UserID, by EntityName....

 

Basically the user goes after Contact History records one way.....Ticket History another......Opportunity.....and so forth. They carefully craft the values for the filters to answer their questions......... we should honor their work by persisting their efforts....not throwing away the work.....

 

Make sense???

Status: Delivered in 8.0
Implemented in 8.0 for all filterable scrolling grids. Which includes Activities, Notes/History, and Attachments.

Web Group Builder

Status: Delivered in 8.0
by Copper Contributor NickPoncia on ‎02-21-2012 08:36 AM

The fields in the "Layout" of a Group should be in a Frame, so scrolling left and right only scrolls the fields in the layout, not everything on the screen.  This would improve usability, because when fields are added to the layout they are added to the right, you often have to scroll across to see them and move them into position, but scrolling across often hides the "Move Left" button. See attached example.

 

Also I may have mentioned it before but on this screen, Hidden fields should be hidden by default, and the user should be forced to click "Show Hidden Fields" if they want them displayed.

 

Users often find the Group Builder confusing because many tables are full of fields they will never need to use. E.g. Notifyonclose or Salesengineerid.

 

I want to hide many fields in the DB Manager and have SLX hide them by default in the Group Builder.

 

Would definitely help with user buy in.

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.

Lead Mail Merge Template OOTB

Status: Delivered in 8.0
by Employee on ‎02-06-2012 02:25 AM

We need to supply a Lead Mail Merge Template OOTB and in Eval.

 

It always catches people out as they can't figure out how to Mail Merge to Leads as it is greyed out until a Template based on the LEAD table is created.

 

Simple, but would stop that question.

So right now the mobile client just opens google maps in a web browser when running the "showMapForAddress" function. It sure would be nice if it opened the native mapping application. I already use this, but it would be nice if it was included in the stock mobile client.

 

showMapForAddress: function(address) {
            if (navigator.userAgent.match(/ (android) /))
                window.location.href = String.format("geo:0,0?q={0}", address);
            else if (navigator.userAgent.match(/ (iphone|ipod|ipad) /))
                window.location.href = String.format("maps:q={0}", address);
            else   // web browser
                window.location.href = String.format("http://maps.google.com/maps?q={0}", address);        
        }

 This just does a browser check and returns a hyperlink accordingly. If you're on Android it will open your default mapping application (normally Google Maps, but you can change it to be another App). If you're on iOS it opens the google maps application. And if you're on neither it just redirects you to google maps as normal.

I can only add new Contacts to an Opportunity. I need to be able to add existing Contacts as well.

 

Ideally, i would also like to be able to select a Contact record on Opportunity entry.

 

Scenario 1: Create a new Opportunity from a Contact record. The contact record you were in is added to the Opportunity but you can only add additional new Contacts to the Opportunity

 

Scenario 2: Create a new Opportunity from an Account record. I cannot add a Contact at Oppo entry. Once the Opportunity has been created, i can only add new Contacts to the Opportunity- not link to an existing opportunity.

 

Scenario 3: An existing Opportunity. I want to add an additional Contact (having just found out the Decision Maker, 3rd Party Consultant etc). I can create them as a new record but I cannot add them if they already exist in my SLX database.

Could we have the ability to roll out both intellisync and the desktop manager so they can be installed for users who have locked down desktops.

 

Regards

 

Craig

Status: Delivered in 8.0
Allows deployment to the power user policy.

Move Contact - Show Move Options

Status: Delivered in 8.0
by mhartwell on ‎11-04-2011 07:32 AM

When you use the Move Contact feature, the Move Options are hidden and you have to click the button to Show Move Options.  The unfortunate part of this is that the default is not actually Move, instead it is Copy.  So, if the user forgets to show the Move options they are actually copying the contact and not moving it.  I find this to be a really poor design.  I would prefer to see the Options expanded when the window opens.  And the option should default to Move instead of Copy - it is the Move feature after all.

Status: Delivered in 8.0
Redesigned UI. Move and copy were separated. Mimics LAN with additional customization capability.

Get rid of the Sage customer satisfaction survey in web

Status: Delivered in 8.0
by Copper Contributor SamMitchell ‎09-21-2011 06:18 AM - edited ‎09-21-2011 07:27 AM

We have been receiving complaints from nearly all of our web customers about the Sage Customer Satisfaction survey. They are saying that it's intrusive and unprofessional. They would expect this out of a freeware product but not  in a fully paid for and advanced CRM system like SLX.

 

Disabling this survey is quite a straight forward task but should we have to? Is there no other way of garning customer opinion of SalesLogix other that flashing a pop-up? Even when told not to ask again, it seems to rear its head again some months down the line.

Status: Delivered in 8.0
Moving towards opt in user profiling.

My users might be finding difficulty with this because we just converted from the LAN version to the web version.  But, when inserting a new contact/account/opportunity, users are able to navigate away from the Insert page without being prompted to save.  Sometimes they are in the middle of adding something and then get pulled away and have to come back.  They may forget what they are in the middle of and when they navigate away, they lose all of their information.  I think if a user navigates away from the Insert page, they should be prompted or notified that they will lose data if they continue.

Hide Hidden Fields

Status: Delivered in 8.0
by Copper Contributor NickPoncia on ‎08-24-2011 06:19 AM

When creating Groups in the Web, there is an option to Hide Hidden Fields.  Surely this should  be "Show Hidden Fields" by default?  If an Administrator sets a field to "hidden", the user shouldn't then have to click "Hide Hidden Fields" to actually hide it!

 

My reason for this is the Group Builder can be daunting for a new user, there are so many tables and fields. Most of the fields are not used, so it would be very useful to hide the unused fields and them be hidden by default to make this screen more user friendly.

Toolbar in the Web

Status: Delivered in 8.0
by Copper Contributor NickPoncia on ‎05-11-2011 01:29 PM

The toolbar at the top of the screen (which has a Save button, record navigation buttons, undo, delete etc.) should be in a static frame and not affected by scrolling.

 

On computers with lower resolutions it is annoying to have to scroll to up to navigate through records.

 

See attached

Thanks

Security on Export To Excel

Status: Delivered in 8.0
by Copper Contributor allend on ‎05-02-2011 02:49 PM

Our clients especially in the financial area need standard SLX security for the export to excel feature so that users only authorized users can export data from saleslogix. The export feature already exists, so hopefully there is a way to wrap the Role based security around it in the web client to achieve this.

Status: Delivered in 8.0
Security can be configured using secured action.

SLX Web Client - Visual Cue that Filters are there

Status: Delivered in 8.0
by Copper Super Contributor alex.cottner ‎04-26-2011 07:42 AM - edited ‎04-26-2011 07:53 AM

I get regular support calls from people that can't find a record in a group because they turned on a group filter and forget about it. Filters are a fantastic tool, however people are always forgetting that they've turned them on.

 

It would be great if all the active filters were listed at the top with an 'x' next to them, so the user could clear them individually without hunting through the menus. Or at least something that say "You have X filters turned on."

 

Something very similar to this...

http://community.sagesaleslogix.com/t5/IdeaLogix/Active-filters-for-SalesLogix-Web/idi-p/17763

Notes Tab in SLX Web

Status: Delivered in 8.0
by Copper Contributor NickPoncia on ‎03-21-2011 07:00 AM

Can we please have some additional fields in the "Notes" tab?  It would be useful to see who created the note and when,and also maybe the first 255 characters of the note itself?

Status: Delivered in 8.0
Note tab removed in 8.0. Insert Note dialog form revamped. Notes/ History grid displays createuser and preview of text on right side pane

We've had a few requests for the ability to edit leads en masse. In SLX, you are able to replace data on accounts and on contacts when you have them open in a certain group but currently this functionality does not exist for leads. Working on this idea, you are able to realign territories for accounts but you can't realign an account manager for leads other than going in to them one-by-one and changing them.

 

Some functionality to bring the ability to work with leads on a large scale would be great in a new version.

Bulk Action On Activities/Confirmations

Status: Delivered in 8.0
by slcjjw on ‎02-10-2011 02:27 PM

Hello,

 

The activity methods are painful, especially when exchange link is enabled. I would suggest an OOB feature for the following:

 

1- Bulk method to complete activities. Currently 7.5.2 only allows you to bulk action on reminder area but not activity area...?

2- Bulk method to delete activities.

3- Bulk meethod to confirm/action on confirmations coming from EL. These back up considering how often I receive meeting invites. I have 200+ and I'm not going to edit each one.

Active filters for SalesLogix Web

Status: Delivered in 8.0
by garnold ‎01-28-2011 07:49 AM - edited ‎01-28-2011 09:35 AM

I plan to create a series of Webinars on all my mods but since this seems to be a hot topic I thought I would just get it up here now. This mod will show you what filters you have turned on. You can click on the filter name and it will expand or close the filter group. Right now it will not respect the clearing of a filter but I'm hoping we get the event soon so I can update the code to repect that change.

 

Active Filters

 

Download from Git

 

 

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