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Scheduling Activities in Sage SalesLogix Just Got Easier

by Employee ‎08-27-2012 09:56 AM - edited ‎08-28-2012 11:37 AM

The Sage SalesLogix v8.0 release includes a new Availability tab from which you can see when the leader, other invited members, or any required resources are available.

 

 

 

This new Availability tab is accessible from the Schedule Activity or Edit Activity views and shows calendar information for activity participants who are Sage SalesLogix members and resources. 

 

From this tab you can:

  • Manage attendees
    • Add members and resources to phone calls and meetings.
    • Look up the members or resources you want to add to the activity. Use the Lookup by and Search buttons to narrow the list.
    • Select more than one record by holding down [Ctrl] or [Shift], and highlighting the records.
    • Easily remove members or resources by clicking the Remove button next to each name.
  • Manage conflicts 
    • Use the Availability tab grid to determine if the leader, activity members, and resources are free or busy for the proposed activity time.
    • Modify the start date to locate a time when all members and resources are available.
  • View member responses
    • Use the Availability tab grid to see if activity members have accepted, declined, or not yet responded to your invitation to the activity.

 

In addition to these new features, if your implementation uses ExchangeLink, meeting location information will sync between Microsoft Outlook and Sage SalesLogix.

 

Look for more information about these and other features in Sage SalesLogix v8.0 as the release date gets closer.

Comments
by Employee
on ‎08-27-2012 10:59 PM

awesome , i recollect the LAN client required the outlook integration for the attendee availability to be working but am presuming for the web client it does not have this dependency. This is a great featureset.

 

Regards

Kannan

by Gold Super Contributor
on ‎08-28-2012 04:42 AM

Now all we need is to have this added to the LAN/Windows clients as well ;-)

by Employee
on ‎08-28-2012 11:45 AM

Sorry guys, we didn’t solve for that problem. The Advanced Outlook Integration Attendee tab in the LAN\Windows Client provides availability in Outlook for non-Sage SalesLogix Members and Resources. The Web Client Availability tab shows free/busy for Sage SalesLogix Members and Resources. If your Sage SalesLogix user’s calendars are managed outside Sage SalesLogix, you’ll still need to use an external tool to exchange data.  

by Gold Super Contributor
on ‎08-28-2012 01:17 PM

@Mari - well aware of that.. BUT if one does not have exchange (on site) then  the AOI "feature" is totally useless to WIndows/LAN users.

 

What I am seeing is customers in the installed base who have been running their business on WIndows/LAN for (up to a decade) do not want to completely switch to web immediately and tend to run a "mixed" environment by having the web customized for "field" (sales) use only and keep inside folks on Windows/LAN.

 

Just as there initially was the "like-for-like" effort to bring WIndows/LAN features to the web - it's time now to also bring newer web features back to WIndows/LAN.

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