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Concurrent Licences

Status: New
by Copper Contributor on ‎06-04-2013 11:45 PM

When a customer has a concurrent licence there is no way of knowing if a single user is signed in more than once.


We would like to see in administrator the count reflecting not only amount of users (concurrent) signed in but a way of seeing if a user is logged in multiple times thus using more than one licence.


We have a customer who has this exact problem and if they do get close to using all of their concurrent licence the user count can show incorrectly.


Thank you


Paul Barnes

QGate Software Technical Support  

Automatically open result record

Status: New
by Silver Contributor on ‎11-21-2013 06:17 AM

If you search for something in slx and only get one result back, it would be nice to automatically open that record.

This would save the user a click.

And if you make this realy great, you put in an option for this, so each user can enable or disable this feature.

Please bring back GotoSLX !

Status: New
by Silver Super Contributor on ‎09-20-2014 05:17 PM
See here for reasoning: It's very much a missed feature. Whilst xbar has the functionality it requires (a) installing and (b) for customers to want to use it. When GotoSLX was available it was part of slmn.dll (not slxotlXX.dll) so was always installed. Would be great if the feature could be restored. Thanks!

Configure default operator for lookup properties

Status: New
by Silver Contributor on ‎11-21-2013 06:14 AM

It would be great to configure a default operator for each lookup property we insert into a lookup.

Import word templates into Saleslogix

Status: New
by Silver Contributor on ‎08-20-2013 02:30 AM

We often get the question if it is possible to import existing word templates into SalesLogix.

currently this is not possible. You can only do ctrl+a, ctrl+c and ctrl+v.

But this is no solution if you want to keep your formating.

So if you move mail merge to the server, please allow us to import existing word templates.


It would be nice to have an option in query builder to switch from display names for tables and columns to the original names in the database.


This could be accomplished with a simple check box name "technical view" or similar.

The default should be the current behavious, i.e. to show the display names ("end user mode").


This would be very helpful for admins or consultants in heavily customized or - more important - localized versions of the client to "translate" the users intent expressed in domain model names into the "real" world of the underlying database and would make much easier to find tables and columns in SSMS if needed.


If considered, this option should be present in LAN as well as in web.

Recommended Hotfix Guide

Status: New
by on ‎08-09-2013 08:01 AM

I personally would like to see a post here and in the knowledge base that described the all current hotfixes in one document and which are recommended and which are superseded and which are optional or situation specific. I personally found the knowledgebase and the file repository a little difficult to query  and never could get just a list of what I was looking for.  A sticky post which was updated regularly would be nice.

SLX 8.1 Outlook Integration customisibility

Status: New
by Copper Contributor on ‎04-29-2013 01:45 AM

As it currently is not known to us to what extent The Outlook Integration will be customisable on SalesLogix 8.1 (Trinity), We think it would be a good idea to get this on the roadmap for this version. In particular, we would like to see the ability to reference customised entities, add icons to the toolbar, customise the insert/edit screen to change the data shown & icons available.

Add meaningful activity/history reporting to the Infor CRM dashboards

Status: New
by Copper Contributor ‎11-21-2014 04:15 AM - edited ‎11-21-2014 04:26 AM

Infor CRM manages activities and historical account data very well. The ability now to record activities against multiple participants and the roles they play in the activity is very much a welcome move.


That being said, the ability to report on completed activities leaves much to be desired. Some semblance of old reports do exist but they don't reflect a full picture and look very dated. It would be great to be able to add dashboard content that dynamically show activities completed in selectable charts.


The ability for managers to quickly and easily see how busy their department has been by how many calls and meetings are being completed would put a huge amount of power in to their hands. At present, you can look at individual accounts and even build groups to display this data. These don't go far enough though.


Common reports might be:


- Completed activities by user filtered by date range, team and department. (Monthly, weekly and daily call volumes).


- Completed activities by activity type. Consisting of a chart that displays how many phone calls, meetings and to-do activities that have taken place for a configurable selection of users over a particular time span (again, daily, weekly, monthly). The ability to add a department, team and individual users would be fantastic!


- Completed activities by entity showing a breakdown of the number of calls made against leads, opportunities and contacts. This will allow managers to see where users are concentrating their efforts. It should be filterable by user, team, department and date range.


- Completed activities by Category. A breakdown of the activity category picklist allows an organisation to quickly see what types of activity are being completed and by whom. Should be filterable by user, team, department and date range.


- Number of outstanding activities by user. Should be able to be filtered by date range, whether to only display past due, the type of entity that it is and the department or team.


If anyone else has any other ideas for fantastic reports to add, I'd love to see them.


I've been asked this on three separate occasions by different customers. Their attitude toward the ability to do this is that the software should be able to do this out of the box, that other CRM systems are capable of doing this and they're bordering on disbelief that a CRM system as advanced as Infor CRM (or SalesLogix, it's going to take a while for that one to stick!) doesn't do this currently. It's certainly a feature that's lacking.

In Exchange link activities synced from non SLX users have the leader set to Admin, this means users cannot edit the activities to set the relevant leader or tie up to the Account\Contact.


I would like to see an option in either Exchange Link or Admin where we could define a specific user that should be set as the leader of activities from non SLX users.


So in the scenario you are using BI Directional sync for activities in EL, you set the user Lee Hogan to be the leader on activities received from non SLX users.


All activities from non SLX users then have Lee Hogan as the leader, we can then use existing functionality so users can edit the activities, set the relevant leader and tie up to the correct Account\Contact.


Currently with Admin as the leader of the activities it is unmanageable.






I would like to see the feature added to Send email to multiple contact within an account.


You can do this in the LAN version but cannot do it in the WEB version.


In LAN you can go to write menu and send email to multiple contacts for the account.


If you do the same in the web you can only send to one contact.


If you use the email option, again it only sends to one contact.


Can we please have this feature in the WEB version.




Better resizing of editable grids

Status: New
by Silver Contributor on ‎09-01-2014 05:20 AM

Currently in SLX 8.1 Web the editable grids are not automatically resized to the size needed by the amount of data.

The effect is, that e.g. the group list in the detail view is often too large, if you only have a group open with about two records.

An other place where you can see this is, when you drag a tab in the middle, having an editable grid on it with only 1 or 2 rows.

The tabs consumes much more space than it needs.

We need the grid to resize automatically so the user can use the space on the screen more effectively and reduce scrolling, especially in detail view tih group list and commen tasks.


We need an update service just like Microsoft has for Windows (and other installed MS products).


Basically there would be a master update server at Sage SalesLogix where QA releases "snippit" style updates on a regular basis. Customer sites would have a "SalesLogix Update Server" which communicates with the master update server and authenticates the customer server (this ties into Maintenance renewal and customerID  plus a unique "key" issued to the update server for authentication.


Changes/updates would land on the customer server and be "released" by the local SalesLogix admin.

With the advent of the new reporting in Saleslogix v8.1.0 and being able to store the history, the generated report, and scheduling reports in the Web client, this is a fantastic improvement.  However, I think there needs to be a few tweaks to it that would make it even better:


- I noticed that the generated reports are thrown under the root of the logging path for Saleslogix.  On installations that do not have a sync server, this path is not available as a settable option and gets thrown to the C drive on the server.  Give us an option like Library and Attachments to be able to specify where the generated reports go.  It would also help if someone were trying to grab a generated report and attach it to the record or compose an e-mail and include it to be able to read the path, the generated name, and grab the file


- Provide tools to clean up generated reports based on criteria like Scheduled By, Run date, file size, etc... to allow administrators the ability to clean up the generated files and not store them indefinitely.


- Potentially add the ability to set retention times based on user or globally and functionality to sweep based on this setting and clean up the history and generated file(s)


I will take what has been provided, but in working on customizations for clients, these "nice-to-haves" come up on almost every installation.



Merge Audit

Status: New
by Copper Contributor on ‎02-14-2013 11:10 AM

It would be nice if there was a merge/delete Audit so it would be able to track which account something was merged and also who did the merge/delete of an account. 

Have a more compact view in slx

Status: New
by Silver Contributor on ‎11-28-2013 12:58 PM

We are currently in the process of updating a lot of customers from 7.5.4 to 8.0.

Many of them have a lot of fields on their detail view. What all of them say is, that they need to scroll more in 8.0 than in 7.5.4.

So I would like to see a more compact view mode in slx like we had it in 7.5.4.

This can be an option which every user can enable but it would help them a lot to make their daily work with slx easier.

Desktop Manager (drag and drop) using Chrome

Status: New
by Bronze Elite Contributor on ‎10-03-2014 08:06 AM

Due to the overall performance and user preference of Chrome within SLX customers have been requesting support for the Desktop Manager drag and drop functionality. Can this be put forward please.

Hi all,


If you want to link an outlook e-mail to an existing ticket/opportunity using the desktop manager (Send SLX or Create History Record) you have to enter the company, ticket ID or opportunity description or something like that everytime to get some results.

It would be great if there is a predefined filter for the current account (account of from-contact) that shows all open opportunities or tickets concerning that account.


kind regards


SLX 8.1 Outlook Sync RESYNC option

Status: New
by Bronze Super Contributor on ‎08-27-2014 05:26 AM



If for some reasons a resync is necessary we nee a option to achieve this.





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