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ERP Link Setup

Status: Delivered in 7.5.4
by Nickel Contributor on ‎04-22-2011 03:38 PM

I have some suggestions about the ERPLink setup wizard (the one you run from within the SalesLogix Client).


a) On the Customer Template Maintenance Screen (and other related screens) the fields that are required should be marked as required (maybe with a * sign). Typically a SalesLogix Business Partner has to gather this information from the MAS Business Partner and its useful to know which fields are needed.


b) After defining a template, you have to click on the Users button and select which users are assigned the template. A "Select All" button is sorely lacking here. I'm currently setting up ERPLink for a customer that has over 40 users and I'm having to go through each template and click on the checkbox next to each of the 40 users names.....several times over. Very painful!



Anosh Wadia

Status: Delivered in 7.5.4
This was delivered as part of ERP Link 3.0.1 HF3
on ‎04-26-2011 10:14 AM
Status changed to: Under Consideration
on ‎06-27-2011 04:13 PM
Status changed to: Implemented
Anosh, if I understand your intentions correctly, then you should not have to select all of the users individually for each template. Instead, all users will get the default template if no specific users are assigned. So, for future reference, you would just skip the step to assign users and the template will be used for all users. We will consider options for making this more clear in the future. Thanks for the feedback.
by Nickel Contributor
on ‎06-27-2011 04:15 PM

Glad to see this was implemented, thanks Scott!

by Moderator Moderator
on ‎08-02-2012 12:11 PM
Status changed to: Delivered in 7.5.4
This was delivered as part of ERP Link 3.0.1 HF3

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