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The Filter functionality in the Web Client is very useful, however it is far too easy to switch a filter on and then forget it is on, and it sometimes behaves strangely. For instance, a filter can be enabled on the database where you are filtering accounts only from the African continent, the problem is, there is no visual indication that you have enabled this filter so can lead to some confusion.


It would be great if there was some visual representation of what you are filtering.

Account Owner Lookup Box

Status: Delivered in 8.0
by on ‎12-07-2010 08:55 AM


When performing a lookup for owner based on SAGE OOB WEB 7.5, it defaults to First Name, Last Name of the user. This really isn't practical for large organizations where you may have two, three, four and even five people with the same name,


I'm left wondering what type of real-world, hypothetical testing database sage is using before rolling out production code. I'd suggest a moe comprehensive environment.

Status: Delivered in 8.0

User have the ability to add multiple search criteria for lookups 




Move Contact

Status: Delivered in 8.0
by Bronze Elite Contributor on ‎11-03-2010 09:07 AM

When a Contact is moved record the Account the Contact has been moved from within Notes/History tab.

If you are on an insert screen, like the insert lead screen, type in a bunch of information and then surf to another page.  There is no warning and your data is lost.


Add a warning like the detail forms have when surfing away from the form without saving.

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We feel that this is inconsistant with a good user experience, and should not assume that the user would know to hit the Back button

Status: Delivered in 8.0
Tested on latest version functions as expected without error.

Request to have ability to select who see's which navigation bar icon and menu item without using code.  For consistency I think the best option would be to extend Role security in the Application Architect so that you could "Allow Role" to navigation bar icons and menu items the same way you assign a role to a new form.

Status: Delivered in 8.0
Partially implemented in 7.5.3 all entities wired in 8.0. Custom entities supported requires adding secured actions for each custom entity.

There are occasions where a scheduled batch job is the appropriate solution to a problem.


KnowledgeSync, TaskCentre and Scribe are examples of good tools that have traditionally been used to accomplish this kind of thing.


A scheduled batch job via Process Orchestration has the advantage of being able to make use of the SLX Entity Model (ORM) and related services provided by the WebClient technology stack.



Status: Delivered in 8.0
Implemented with Job Server functionality

I hate when I have to locate a ticket activity I just barely got through adding in the web client. I just got through adding it, but I have to still page through pages and pages of activities looking for it. The ticket activities grid doesn't appear to have any kind of default sort to the data. It's not even in database order. To make it worse, I cannot click on the date column to sort the entries by the date so I get my new entry at the first or end of the list.


This sort of stuff is way to common in the web client and it makes me hate to use it.


Please, add a meaningful default to any and all grids in the client. If it is a list of data of some kind, there will be some reasonable way users will expect to see it sorted (usually by some kind of date value). Also, I realize that it takes several more clicks to make the columns sortable as well (we work in the same set of tools too), but please make the effort to ensure that grids are sortable in the client. 




Status: Delivered in 8.0
Each grid is now scrollable, each grid can now be sorted by column and each grid now has a default sort order. Each grid will save its personalized state across sessions using local storage.

(7.5.x web) 

When the lookup dialog is invoked from a lookup control such as the Contact field on the Ticket Detail screen users can only search by a single field.


What a lot of our customers with larger data sets want is the ability to specify search criteria on multiple fields - as is provided in the "MainView Lookup" accessed by right clicking the NavBar.


Customers upgrading from the legacy web platform miss the "advanced lookup" functionality.


Has anyone overcome this?  If not can it be included in SP3 / v8? 

Josh DeLapp from SalesLogix Support here at Sage Summit, with Sue Menton of Sodexo.


They would like to add in functionality to the Send to Slx process that would allow them to decide on a file-by-file basis if items embedded in an e-mail are recorded as an attachment in SalesLogix.


For example, when recording an e-mail to History, the e-mail might contain a spreadsheet, a PDF, and a JPG that is simply the user's signature. When recording to History, a dialog box would pop up that would say, "This e-mail contains the following attachments. Select the ones to be recorded as an attachment in SalesLogix." You would then select the ones that you want.


Currently, they are seeing a lot of sync overhead because users record almost all e-mails to History, and this is flooding their attachment folder with JPGs and other small files that are part of the e-mail but that don't really need to be kept.

Status: Delivered in 8.0

The Outlook Add-In as part of Desktop Integration includes the option to ignore specific file types and sizes.


I could be wrong in the SLX version it was delivered in.

I'd like to see the Web Client automatically save users modifications made to column width settings and columns sorts.  Not having to redo the same same column width and sorts every time the users logon would save time.


Freeze Record Toolbar

Status: Delivered in 8.0
by Employee on ‎10-22-2009 03:31 PM - last edited on ‎10-26-2009 03:01 PM by Administrator Administrator

Give the option to dock or freeze the entity details toolbar so the user can immediately access it without having to scroll up when viewing the lower panes.


Currently if the user wants to employ the middle pane or view a longish Tab, the mainview will scroll as a whole.  This forces users to scroll back up to the top of the mainview/details section to access the Record Navigation, Save, List View and other functionality.


Message Edited by tmergel on 10-26-2009 03:01 PM
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Recurring meeting symbol on calendar items

Status: Delivered in 8.0
by Employee ‎10-21-2009 03:52 PM - edited ‎10-21-2009 08:47 PM

I'd like to see a recurring meeting symbol on recurring SalesLogix calendar items and when mousing-over calendar items.  Preferably the same symbol as Outlook. 


John Gariepy
Technical Account Specialist - SalesLogix

Message Edited by jgariepy on 10-21-2009 08:47 PM
Status: Delivered in 8.0
Partially addressed in 7.5.2 and 7.5.4. Calendar in V8 displays recurring symbol on actual calendar item, no hover required.

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