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Copper Contributor
Posts: 11
Registered: ‎07-31-2012

Xbar: Open contact in windows client

The xbar allows you to jump to the selected contact by clicking the icon.  One issue is that this opens the contact record in the web client but you may require the contact to open in the Saleslogix windows client interface.

 

We have created a work around that leverages the 'URL Link' feature in Saleslogix to intercept the requests and open the contact in the windows client.

 

More details and to request implementaition steps here: http://accelcrm.com/saleslogix-xbar-open-contact-in-windows-client/

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Xbar: Open contact in windows client

NICE!

 

It seems that a lot of people forget there are TONS of users out there who choose to continue to use the WIndows/LAN client and not the web.

 

 

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Copper Super Contributor
Posts: 31
Registered: ‎06-23-2010

Re: Xbar: Open contact in windows client

Hi and i agree, nice feature.

 

And I hope Infor will not forget the LAN folks either...