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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.

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

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.

Import word templates into Saleslogix

Status: New
by Silver Contributor apfingstl on ‎08-20-2013 02:30 AM

We often get the question if it is possible to import existing word templates into SalesLogix.

currently this is not possible. You can only do ctrl+a, ctrl+c and ctrl+v.

But this is no solution if you want to keep your formating.

So if you move mail merge to the server, please allow us to import existing word templates.

 

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.

A great design idea to add convenient and consistency to Sage SalesLogix Web application. Add the ability to Drag and Drop to the attachments tab of SalesLogix Web anywhere the attachments tab is found. 

 

Why:

  • Convenience – Users find this feature to be easy, allowing users to select one or multiple files at a time and dragging them into CRM.
  • Design Philosophy - this would mimic similar design philosophy of the History' tab's drag and drop feature, therefore keeping design interface for end users consistent.

 

On a side note, it would also be interesting to have the ability to right-click a file and send it to the attachments area of SLX using Window’s Send To feature:

  • Send to -> SLX Contact
  • Send to -> SLX Account
  • Send to -> SLX Opportunity
Status: Partially Implemented
Drag and Drop, drag files to attachment tab, drag email to history tab, drag file to library implemented in current web client. Drag from and Send to under consideration.

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

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).

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.

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

Recommended Hotfix Guide

Status: New
by rseiwert on ‎08-09-2013 08:01 AM

I personally would like to see a post here and in the knowledge base that described the all current hotfixes in one document and which are recommended and which are superseded and which are optional or situation specific. I personally found the knowledgebase and the file repository a little difficult to query  and never could get just a list of what I was looking for.  A sticky post which was updated regularly would be nice.

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.

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.

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.....

 

 

SLX 8.1 Outlook Integration customisibility

Status: New
by Copper Contributor Scott on ‎04-29-2013 01:45 AM

As it currently is not known to us to what extent The Outlook Integration will be customisable on SalesLogix 8.1 (Trinity), We think it would be a good idea to get this on the roadmap for this version. In particular, we would like to see the ability to reference customised entities, add icons to the toolbar, customise the insert/edit screen to change the data shown & icons available.

In Exchange link activities synced from non SLX users have the leader set to Admin, this means users cannot edit the activities to set the relevant leader or tie up to the Account\Contact.

 

I would like to see an option in either Exchange Link or Admin where we could define a specific user that should be set as the leader of activities from non SLX users.

 

So in the scenario you are using BI Directional sync for activities in EL, you set the user Lee Hogan to be the leader on activities received from non SLX users.

 

All activities from non SLX users then have Lee Hogan as the leader, we can then use existing functionality so users can edit the activities, set the relevant leader and tie up to the correct Account\Contact.

 

Currently with Admin as the leader of the activities it is unmanageable.

 

Regards

Craig

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.

Hi,

 

I would like to see the feature added to Send email to multiple contact within an account.

 

You can do this in the LAN version but cannot do it in the WEB version.

 

In LAN you can go to write menu and send email to multiple contacts for the account.

 

If you do the same in the web you can only send to one contact.

 

If you use the email option, again it only sends to one contact.

 

Can we please have this feature in the WEB version.

 

Thanks

 

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

 

 

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

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