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Dynamic Documentation

Status: Reviewed
by Nickel Contributor on ‎04-11-2014 04:27 PM

With all the constant changes with SalesLogix (CUs, SNCs, Web Updates) as well as changes in Browsers and Operating systems we frequently find that the SalesLogix Implementation Guide is either not updated with the latest information, or could use additional information that covers scenarios when things do not work as documented.

 

So my idea is that the implementation guide or other documents should be hosted online in a more easily updatable format (like a Wiki) so it can actually be kept up to date with the very latest information.

 

If SalesLogix Support encounters a specific issue with say Windows Server 2012 while configuring the Synchronization Job, they could easily add a line to the document that states what a possible fix is to make it work.

 

BPs and Users could also provide additional feedback based on their experience with an issue they encountered during an implementation that would help others if they run into the same issue.

 

I think documentation like this would go a long way in helping everyone resolve commonly found issues.

 

 

Status: Reviewed
0 Kudos

Open Records in Separate Panes

Status: Reviewed
by Employee on ‎10-26-2009 05:17 PM
From UA:  In the Web Client, I’d like the ability to open records in separate panes and be able to switch focus between the panes in order work on multiple tasks concurrently. I would also like the ability to resize and minimize the panes individually.
Status: Reviewed
0 Kudos

Task Bar Icon

Status: Reviewed
by Copper Contributor on ‎04-28-2014 08:01 AM

Hi Guys!

 

We have a lot of clients that complain about the icon layout in the Windows Task bar for 8.0 and 8.1.

 

When you have over the Saleslogix icon you now receive loads of windows above compared to before where it was all in one window.


Another is if you have two instances of Saleslogix client open and entities inside both of them, you are unable to know which is in which Saleslogix instance.

 

Link to see what it looks like

http://i.imgur.com/D5I6jSI.png

 

There should be an option to chose how you want this function to look or to put it back to how simple it was before!


Thanks

Status: Reviewed

Functions as Designed by Microsoft

0 Kudos

8.1 Reporting - Filter Pane

Status: Reviewed
by Nickel Contributor on ‎04-16-2014 08:48 AM

In SLX 8.1 Web the new reporting section has a filter pane (just like with groups) however there's no apparent way to add a filter. Can this be added please?


Thanks!

Anosh

Status: Reviewed

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