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Status: New
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We're now about six weeks into our use of SLX.

 

Apart from bugs being reported, by far the most common bit of feedback that I've had from our user base is that they'd like to see the size of the fields that allows the notes to be entered / edited / displayed on the activity / history popup. It does seem very small for what it's trying to accomplish.

 

I searched for other comments on this, but couldn't find anything, which I was surprised by. Do other people find this to be an issue? Maybe other work practices are different from ours, but it seems much to small to display notes for the way that our sales guys record conversations / meetings.

 

I've been told that this form is locked down for 3rd parties to work with.

 

Therefore is there any other way of accomplishing this, or should it simply be submitted as a request to Infor? I'm hoping that this will be sptted as an obvious improvement by Hook and Loop in their interface audit, but I'd like to draw their attention to it if not.

 

I'd be interested to hear other people's veiws on this.

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.

When using Sync for Outlook, you can record an email to history in CRM. This automatically links it to an account and contact. Using the  ‘Display History record before saving’ setting also enables you to link the email to an Opportunity or Ticket before saving to CRM.

 

When using Sync for Gmail, you can record an email to history in CRM. This automatically links it to an account and contact. Unlike the Outlook plugin, you cannot ‘Display History record before saving’.

 

Once the email has been recorded to CRM, it is not possible to edit the Opportunity or Ticket fields to link it to a related record.

 

It would be incredibly useful if it was possible to link the email to an Opp or Ticket within Gmail.

 

If not, we at least need to be able to edit these fields in the History Detail form once the email history has been created.

 

I just finished a small and basic "Send 2 SLX" feature for Thunderbird that works on my Linux machine.

 

It creates a Contact History record with the email you have on screen.

 

Was hoping for people to test it Smiley Happy

Application Architect Output Window Filter

Status: New
by Bronze Super Contributor nrice on ‎11-05-2014 09:40 AM

Add a Filter to the Application Architect Output Window Filter to make it easier to find ERROR, WARNING etc.

 

Thanks!

 

Norman

In the LAN client you can go to the attachment tab for the Account, select an attachment and choose email.

This then creates an email with the attachment from saleslogix attached.. However within the web client you can not email with the attachment  attached to the email directly from the attachment tab.

Role/Action to Share Groups with Everyone (8.1 web)

Status: New
by Copper Contributor Scott on ‎10-31-2014 07:27 AM

This is an existing Enhancement Request with ID 14095655. Posting on here to increase priority.

 

Current functionality:

Only the Admin user can share groups with everyone.

 

Requested functionality:

Have a user role or secured action which allows users other than Admin to Share groups with Everyone. I realise the implications of allowing other users to do this, but I think it would be convenient for administrative users who are NOT logged in as Admin to be able to do this. Perhaps it could be allowed with the Administrator user role?

With the advent of the new reporting in Saleslogix v8.1.0 and being able to store the history, the generated report, and scheduling reports in the Web client, this is a fantastic improvement.  However, I think there needs to be a few tweaks to it that would make it even better:

 

- I noticed that the generated reports are thrown under the root of the logging path for Saleslogix.  On installations that do not have a sync server, this path is not available as a settable option and gets thrown to the C drive on the server.  Give us an option like Library and Attachments to be able to specify where the generated reports go.  It would also help if someone were trying to grab a generated report and attach it to the record or compose an e-mail and include it to be able to read the path, the generated name, and grab the file

 

- Provide tools to clean up generated reports based on criteria like Scheduled By, Run date, file size, etc... to allow administrators the ability to clean up the generated files and not store them indefinitely.

 

- Potentially add the ability to set retention times based on user or globally and functionality to sweep based on this setting and clean up the history and generated file(s)

 

I will take what has been provided, but in working on customizations for clients, these "nice-to-haves" come up on almost every installation.

 

Jim

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.

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.

Communication between server and clients does not have strong encryption thus not secured.

It would sure be nice if there was a way to automatically refresh the ticket list at a certain user defigned time interval instead of having to press f5.

simular to the way MS outlook does the AUtomatic send and receive every X minutes.

 

 

It would be great to use those properties in queries executed by the web client or SData queries.

 

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

Desktop Manager (drag and drop) using Chrome

Status: New
by Bronze Elite Contributor on ‎10-03-2014 08:06 AM

Due to the overall performance and user preference of Chrome within SLX customers have been requesting support for the Desktop Manager drag and drop functionality. Can this be put forward please.

0 Kudos

Public holidays for SalesLogix

Status: New
by Copper Contributor SamMitchell ‎10-03-2014 03:37 AM - edited ‎10-03-2014 03:38 AM

A way to manage public holidays in SalesLogix would be fantastic.

 

As it's possible to set business operating hours on each office and whether they work weekends it should also be possible to specify when that office takes its public holidays.

 

An option should exist on this setting called "Automatically book as personal activity in the calendar of affected users?" When this option is enabled, a personal activity with the holiday name is automatically populated in each user’s calendar that's a member of that particular office.

 

As well as the automatic activity, the "Needed By" field on tickets should take bank holidays in to account (as well as weekends if the box is enabled).

 

Two business cases to back this:

 

1. We at DMC as well as many other organisations rely heavily on the SalesLogix calendar to manage diaries of engineers, consultants, trainers etc. Right now, all staff have to manually insert public holidays on to their own respective SalesLogix calendars to show they're unavailable during that time and to prevent being booked accidentally. It's a very manual process to do this.

 

2. We also use the ticket entity and the "Needed By" date field on tickets to manage our SLA. At the moment, it's not taking bank holidays in to account. So often the needed by date falls on a bank holiday which then pushes tickets out of SLA and our SLA reports are thrown off completely. When we run an SLA report, we need to see instances where tickets are actually out of SLA and not have to look up a holiday calendar and manually go through them, excusing all those that fall on a bank holiday.

 

I have been asked on three separate occasions by customers that operate in a service type industry whether tickets and SLA's take public holidays in to account. When I tell them there's no provision for this at all in SalesLogix, they see it as a bit of an oversight and ask if this type of thing can be implemented.

 

Hi all,

 

If you want to link an outlook e-mail to an existing ticket/opportunity using the desktop manager (Send SLX or Create History Record) you have to enter the company, ticket ID or opportunity description or something like that everytime to get some results.

It would be great if there is a predefined filter for the current account (account of from-contact) that shows all open opportunities or tickets concerning that account.

 

kind regards

AWollner

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