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Quick Reference – Quick Results!

by Employee ‎05-31-2012 10:20 AM - edited ‎05-31-2012 10:23 AM

 When new users ask what tools are available to help them quickly become productive with Sage SalesLogix, point them to the Quick Reference Cards.

 

Sage SalesLogix Quick Reference Cards provide quick, visual access to tips for using Sage SalesLogix. Useful for both new and experienced users, the cards come in three versions, each targeted to be of benefit to a specific user role:

 

  • Quick Reference Card for the Sales and Marketing User (focus on Leads, Campaigns, and Using Mail Merge templates)
  • Quick Reference Card for the Customer Service and Support User (focus on Tickets, Contracts, Defects, and Returns)
  • Quick Reference Card for the Web Client User (focus on Sales, Marketing, Service, and Support).

All three versions of the Quick Reference Card address general navigation and commonly-used shortcut keys, as well as important features such as using SpeedSearch to locate records, and creating and working with Groups and Activities.

 

Most Sage SalesLogix LAN Client implementations provide user access to the Quick Reference cards from the Start menu. Users can click Start > Programs > Sage SalesLogix > Documentation, and then click on one of the available cards. For web implementations, consider distributing the Quick Reference Card for the Web Client User to your users along with the Getting Started for Web guide.

 

Partners and Customers with a valid technical support contract can access electronic versions of the Quick Reference cards from the Support Portal Web sites:

 

  • Sage SalesLogix Partner Support Portal Web site: partners.sagenorthamerica.com.
  • Sage SalesLogix Customer Support Portal Web site: customers.sagenorthamerica.com.

Printed versions are also available. Contact your Sage representative, System Administrator, or Business Partner for more information.

Comments
by billw@syncsite.net
on ‎07-20-2012 05:55 AM

I am attempting to get a copy of these Quick Reference Card documents and can't find them. Do you already have a copy?

by Silver Super Contributor MikeSpragg
on ‎07-20-2012 06:16 AM
They are on the DVD in the Documentation folder (http://bit.ly/NmP6Au)
Register Read Guidelines Request Partner or Employee Access

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