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Another great new feature of SalesLogix 8.0 - Configuring Forms Quickly #Saleslogix

by on ‎01-07-2013 10:54 AM

Happy belated New Year! Hope everyone had a wonderful holiday season! One of my work resolutions for this year is to not procrastinate as much when I have to prepare for presentations and proof of concepts. I spent the majority of my time customizing a SalesLogix environment so I can match a prospect’s business needs and challenges. I might have to change labels, add new fields and tabs, create custom dashboards and groups, etc. I am very excited that version 8.0 has a new form manager administrator available directly from the Web client.


This has been a great time-saving feature. I can now make simple changes to the forms without having to log into the Application Architect and the changes are available immediately once I save the changes. Some of the features you can do within the Form Designer are to change captions, make fields read-only, move fields around, and add and hide information. If you have users logged in the system when you make the changes, they can simply refresh their page by pressing F5.


I wish my personal resolution of losing weight could be achieved that easily and quickly! What’s your favorite new feature in SalesLogix version 8.0? Let us know via the comments area. 

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