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SLX WEB integrated CTI / TAPI support

Status: New
by Bronze Super Contributor on ‎03-14-2014 01:46 AM

Hi Everybody


Our customers which are switching from LAN to WEB are missing the SLXDialer to call from Saleslogix.

Not all telephone systems support URL calling e.g. like Lync (tel:123456789) that's why something in "the middle" is needed.


Are there plans to bring this back?


Thank you.



User Configurable Report Builder

Status: New
by Bronze Elite Contributor on ‎11-02-2009 04:07 AM
A true drag n drop interface that empowers end users to create reports as needed. No Crystal. No Listviews. A simple to use enduser tool that makes them take notice when we demo it.

In the LAN client you can go to the attachment tab for the Account, select an attachment and choose email.

This then creates an email with the attachment from saleslogix attached.. However within the web client you can not email with the attachment  attached to the email directly from the attachment tab.

It would be great to use those properties in queries executed by the web client or SData queries.


For 13+ years (including today), SalesLogix has used a method of adding/dropping fields (via the db manager) that has involved several steps:

   A – Renames theoriginal table to xtempx_TableName

   B – Create the newtarget table but it has no data

   C – Adds the newfield to the new target table

   D – Copies the databack from the xtempx_ table to the new table

   E – Deletes thextempx_ table


This method was employed for several reasons:

  A - the "BDE" (Borland Database Engine)  <- No longer exists as of SalesLogix v6.0

  B - Early SQL server did not support "Alter Table, Alter Column <- It does now as (Oracle does too)

  C - The "SalesLogix Provider did not support the "Alter" command  <- Does as of SalesLogix v6.2.6 (maybe slightly earlier.. but it does not matter)


All the reasons to NOT do it the short and sweet way no longer exist.


Doing it the "long" way has caused many problems over the years and is a lurking "time bomb".


We just tripped into this on a (large) customer site where there are TaskCentre (controlled) SQL Triggers that are used for initiating Tasks/WorkFlows. As soon as a field is added/dropped (via the SalesLogix DB manager) , the trigger is "left behind" on the xtempx_ table.


This not only will happen w/TaskCentre managed SQL Triggers but also w/ANY triggers one may have setup against their SalesLogix database. 

FR:  14095004

Logging by Proxy for BP Awareness.


Enhancement to allow the forced re-synchronization of any main entity from Remote Clients and Remote Offices to the Host


Can the SalesLogix Synchronization engine be enhanced to allow the SLX Admin to force a re-sync of individual,multiple or all main entities from Remote Clients and Remote Offices back into the Host database?


"Outside-In" Front Office Business Process Consultants (Not Lean or Six Sigma people)


 This should incorporate


- The ability to graphically design a process

- Build business rules without writing code

- Give high level users the ability to see what's at each graphical stage of the process

- Give workers a dashboard of work to be performed for each process, at each stage

- The ability to automate supporting work processes (You know, the things people do in cubicles, where each step or stage lands for a time)

- The ability to track defects (i.e., handoff failures, overdue stuff, etc)

- The ability to workflow efficiency

- The ability to tie back into loyalty metrics (discussed separately - and coming soon)


Oh, I'm not talking about Process Orchestration, so don't remind me about that. And, while I love TaskCentre, we need something truly integrated so our prospects say WOW, WHERE HAVE YOU BEEN ALL MY LIFE?


Message Edited by mboysen on 10-30-2009 06:35 PM

Create Temporary Group on Insert or Hyperlink

Status: New
by Bronze Elite Contributor on ‎06-04-2010 11:30 AM

Ya'll remember when this used to be a feature? In fact, it's still referenced in the help file


  1. In the General Settings area:

  1. In the Show On Startup box, select the default view you want the Sage SalesLogix Client to display on startup.

  2. If necessary, clear the Create Temporary Group on Insert or Hyperlink check box. When this option is enabled, a temporary group called Lookup Results is created when you add a record or click a hyperlink (for example, when you click the account name hyperlink on the Contact Detail view to open the Account Detail view). 

 I was training a new site yesterday and we inserted a new Contact and SLX prompty went to that new Contact and switched to the group "Lookup Results". The President of the company quickly picked up on this and asked how you turn it off. Well, I knew there was a way but I can't find it. I looked in the help file and saw the above referencing something that no longer exists.


I called support and was told it had been removed. However, there is a feature request (number 1-69674) to put it back.


I don't know about you all, but I always turned that annoying feature off.  Why would I want to switch a group of lookup results that will always have only one result? why, Why WHy WHY? Who made that extremely non-customer-centric decision? I'd like to see the scenario where it makes the customer's job easier. Seriously!


Please vote often. Create fake accounts if you have to  :smileywink:. This is just silly!

AA - Create Entity based on Table - improvements

Status: New
by Employee on ‎04-13-2010 05:00 PM

Nick most recently posted about this - thought I'd post here to see if we can get some Kudo votes.


When AA wizard creates an Entity based on an existing table, please offer to create at least some of the Relationships based on GlobalJoin definitions.


When AA wizard creates an Entity based on an existing table, and a field is of type SLXBoolean in the legacy DB manager, please create the Entity property using type = True/False


When AA wizard creates an Entity based on an existing table, and a field name contains the word "Phone", please create the Entity property using type =Phone

OK - this last one might be reaching a bit...




"Do Not Solicit" options in Write menu on web

Status: New
by Bronze Super Contributor on ‎08-27-2013 07:45 AM

If I check "Do Not Email" on a contact, the option to email the contact should not be available on the Write menu. This is not the case on the LAN client.

Setting Entity.Property type = Picklist

Status: New
by Employee on ‎02-03-2010 03:48 PM

There are various entity properties in the out of box (OOB) product where the entity is listed as Text type when it should ideally be Picklist.


I would like to see the  OOB product entities updated so that all properties that should be picklist type are set to picklist type with picklist name defined as well as other picklist type related properties.


Justification for effort:

The present AA tool and related solution technologies heavily leverage meta-data and are a clear argument for the value of good meta-data.  Meta-data is only useful if it is consistently defined and if it is correctly defined.



I definitely do not wish to see any suppression of warning levels, etc.


Just a little cleanup refinement request please.


Would it be possible for a future version of AA to set the process threading model to whatever the .Net compiler would be happier with so that we do not have these distracting warding msgs in the Build Log Window.


There are 9 warnings for the same thing presented when I do a Ctrl-Build of  Web Platform.



Similarly - there are a few other warnings that might be able to be taken care of  by making some small tweak to a few source files (ContactLeadSource.cs, OpportunityCompetitor.cs, Ticket.cs)


I rely on the build warnings to tell me if I've possibly done anything a bit wrong - not an uncommon thing for me Smiley Very Happy and the other warnings are distracting. I am afraid I am developing a habit of to looking very closely due to the noise.





Save signed mails to slx

Status: New
by Silver Contributor on ‎10-30-2009 07:24 AM

We see signed email more and more often.

At the moment it is not possible to save a signed email to slx's history.

The only way you can get this in is to drag & drop it but in this case you will only get an attachment  and no notes.

We need the functionality as more and more customers sign their mails to tell the recipients that the mail realy comes form them.

This also applies to the send slx feature.

Convert Qualified Leads in Mass

Status: New
by Bronze Elite Contributor on ‎11-04-2009 06:09 AM

A customer has just asked me this very question, and its one Ive had many times in the past.

Field Level Security on 1-1 tables

Status: New
by Silver Contributor on ‎11-02-2009 01:24 AM

As this is broken in LAN/Web werealy need a functioning FLS on 1-1 tables.

The SeccodeID in the custom tables needs to be updated when the Owner of the account is changed.

WEB - Lookup cursor focus option (search field, operator or textbox)

Status: New
by Bronze Super Contributor ‎02-06-2014 06:54 AM - edited ‎02-06-2014 06:58 AM

Tracked as Feature Request 14094890


LAN customers are used to, that the lookup cursor is already on the text input field so you can type and hit enter.

But in WEB, when you open the lookup window, the cursor is on the "search for" field. Now you either need to click Tab twice to navigate to the text input field or use the mouse.


A user option to configure where the cursor should be (search field, operator or textbox) would be convenient for the user.


Thank you.



Use email messages to interact with SalesLogix

Status: New
by on ‎10-28-2009 04:43 PM

As a SalesLogix client user, I want to interact with SalesLogix through email messages formatted in plain language, so that I can create a Ticket, update a Contact, or retrieve Account information from an email client on any desktop or mobile device quickly without launching or accessing the SalesLogix client. 


For example:


To update a Contact, I would send an email that included the following:



Subject: Update Contact(John Abbott)

Body - 

Mobile: (312) 555-4321

Assist: Ms. Jane Smith 


This would update the mobile number for John and also update his assistant's name




To retrieve a Contact, I would send and receive the following:



Subject: Retrieve Contact(John Abbott)

Body - blank


This would retrieve:

Name: John Abbott

Account: Abbott Ltd.

Title: President

Asst: Ms. Jane Smith


   4206 W. Grand Avenue

Suite 900 Chicago, IL 60651 


Work: (312) 555-7854


AA - Merge Bundles

Status: New
by Employee on ‎01-07-2014 07:50 AM

Have the ability to "Merge" AA bundles together into one new bundle.  Why?


- Customizations get applied to the system in small bundles.  To get to "one" customization bundle (for major upgrades, like to 8.1), have the option to multi-select bundles and generate a brand new bundle with the contents of everything selected (including deleted items).


Abilit to update attachments using web client

Status: New
by Silver Contributor on ‎12-08-2013 04:06 AM

User often want to edit an attachment stored in slx. Currently using web client there is no easy way to edit them.

We often hear clients say, that this is something very important for them.

It would be very helpful to see this feature.

Even better would be an integration into the upload center of ms office or alternatively use a swiftpage one to allow users saving document directly from office products.

Current social tool (to be released soon) caters for Twitter, LinkedIn which is good for many international markets


It would be good to also add some other international feeds/sites. The priority seems to be:

- Facebook (most popular in France and Germany) 

- Xing (3rd most popular in Germany) 


Top 10 in France

Top websites in Germany for social, lists top 3 as Facebook, Twitter, Xing

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