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Coloured Groups

Status: Under Consideration
by Copper Contributor ‎07-31-2014 07:06 AM - edited ‎07-31-2014 07:24 AM

This idea would work great with Brain's Tool for managing groups or at least add a "last access date".


One of the most powerful aspects of SalesLogix as a CRM is the ability to create your own groups and filter data. A customer suggested to me recently that it would be nice to set the colour of those group tabs that run along the top. Users can then effectively "group" their groups and assign a colour to their grouped groups.




Opportunity Entity

 Closed Won Opportunity Group

  Closed-Won Opps This Month

  Closed-Won Opps Last Month

  Closed Won Opps This Year

  My Closed Won Opps

  Add On Closed Won Opps

 Closed Lost Opportunity Group

  Closed-Lost Opps This Month

  Closed-Lost Opps Last Month

  Closed Lost Opps This Year

  My Closed Lost Opps

  Add On Closed Lost Opps

 Ongoing Opportunities 

  My Open Opportunities
  Opportunities Not Contacted in 28 Days

You get the idea. Being able to group the groups and assign colours would really build on SalesLogix's already fantastic group functionality and will help those users that have their groups set up like the attached below.


Adding this functionality for both the web and LAN would be fantastic as we have a few big SalesLogix clients that use their groups religiously. This will make the system considerably more attractive for future upgrades to them and will make life easier for those that utilise SalesLogix's group functionality properly.



by Moderator Moderator
on ‎07-31-2014 01:34 PM



This is interesting. To clarify, is the end goal to categorize the groups or to assist in finding groups? I have a couple of example stories below.


As a Saleslogix user with many groups,

I need to organize my groups 

So I can spend less time searching for the group I need to access.




As a Saleslogix user with many groups,

I need to organize my groups

So I can easily identify which groups are related.


Do either of these explain the scenario?





by Moderator Moderator
on ‎07-31-2014 01:35 PM
Status changed to: Comments Requested
by Copper Contributor
‎08-01-2014 01:28 AM - edited ‎08-01-2014 01:32 AM

Hi Kevin,


You'd achieve both results by adopting this. Groups would be both easier to find and more organised because they'd be categorised. Currently, as you know groups are simply alphabetically listed and can grow disorganised fairly quickly. By

1. Giving admin the ability to categorise their groups and
2. Set the colour of those group categories


you'd be making the software and the group functionality much more usable to customers. I hear a lot of gripes about being able to find the right group in SalesLogix. It's not enough to tell users to hide off those groups they don't need.The addition of the new group search function in V8 helped but I think you could take it further by implementing categorisation and coupling it with Brian's idea, you'll add some real power back in to SalesLogix groups.


You could also build on this and allow users to elect to set up their own group categories and colours. Give users the ability to hide a whole category of groups rather than hiding off individual groups one by one.

by Gold Super Contributor
on ‎08-01-2014 09:27 AM

@Sam - nice touch - really would improve the user experience and increase productivity.

by Moderator Moderator
‎08-01-2014 04:42 PM - edited ‎08-01-2014 04:53 PM

Is this the root problem?

      "I hear a lot of gripes about being able to find the right group..."


What are the frustration points for the existing options? Including color and category, what are some other options we could implement to improve the experience?


It would also help if you can walk us through your current process. Thanks! 



by Copper Contributor
on ‎08-04-2014 07:03 AM

@RJLedger Thanks!


The root of the problem is indeed that certain customers would like an easier time finding groups. They readily accept the current system because of the power of SalesLogix groups but it was in passing conversation with a customer that they said it'd be nice to colour code them and categorise them.


We mostly hear complaints around finding groups in the LAN client. Because of the new "search " feature that's been in place since version 8 web, web customers appreciate the new functionality and are having a much easier time finding their groups.


This said, in both the LAN and the web the groups are currently sorted alphabetically. For users with under 100 groups this is fine and it's possible to flick through them quickly but for administrators or data managers, they may have upwards of 500 different groups available to them. Customers complain that there's no way of managing these easily en-masse, that SalesLogix is slow to start up because of this (LAN) and that finding the right group becomes exponentially more difficult the more you have.


By categorising the groups and having those categories (and their colours) reflected in the group list, you're making the groups easier to identify and isolate. Ensuring that the group tabs change to the colour of the category will make life easier for those LAN users that use stacked tabs.


In the group list, if you give the users the ability to expand or minimise the categories that interest them it'll give them a much reduced and simplified view. E.g.


- Closed Won Opportunity Group

  Add On Closed Won Opps 
  Closed-Won Opps This Month

  Closed-Won Opps Last Month

  Closed Won Opps This Year

  My Closed Won Opps

+ Closed Lost Opportunity Group

+ Ongoing Opportunities 

I don't know how much of a fundamental change this would be but if you then tell the LAN client to only load those groups on startup that are expanded (I.E the Closed Won Opportunity Group in my example) you'll have a lot of customers thanking you for the much more optimised load time. I can think of one of our customers that has to wait a full 5 minutes to log in to the LAN.


It might be worth though allowing users to turn categorised groups on or off. I can't think of any customers now that would find the above change an inconvenience but again, anticipating it and giving users option would probably be best.


by Copper Contributor
on ‎08-04-2014 09:30 AM

Here's a mock-up of what I mean. Please excuse the MS paint, if I had more time I'd put something together in Visio/Photoshop but this is the best I can do for now.


Users would be able to set the group category of their group on creation via a drop-down menu.


Administrators would create group categories via a mange area, similar to the "Manage picklist" area in the web. It would be nice to be able to mass edit group categories at once as well as perhaps incorporate Brian's ideas for a better group management area.


Mock up:


by Moderator Moderator
on ‎08-08-2014 12:57 PM

Excellent. That's a really good story that we can action against.


I'll see what I can do. Thanks!



by Moderator Moderator
on ‎08-08-2014 12:57 PM
Status changed to: Under Consideration

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