What do you get if you upgrade...
If you are using SalesLogix Web/Cloud you already have access to v7.5.3, if you are using the Windows client you will have to wait a bit longer but here is what you will get:
New Web
Administrator Tool:
This new tool does
not replace the current SalesLogix Administrator, which you’ll still have to
access to do some things; however the new Web-based administrator lets you
access common administrator tasks via the Web such as managing users and teams,
pick lists, products, etc.
·
Competitors - add,
edit, or delete competitors that can be associated to an opportunity.
- Departments - add,
edit, or delete departments that can be used as a specialized team.
- Lead Sources - add,
edit, or delete lead sources that identify how a contact or lead was created.
- Literature Items -
add, edit, or delete literature items available for literature requests.
- Library – add,
edit, or delete library folders and documents.
- Pick Lists - add,
edit, or delete pick lists to help users improve data consistency.
- Products and
Packages - add, edit, or delete products and product packages (a collection of
products) that can be associated to an opportunity or sales order.
- Teams - create and
manage teams that can be used to define account ownership and access.
- Users - add users,
manage profiles, and set security.
- Roles - manage a
user's access to Web Client features by role.
Enhancement to
Library
·
Manage Library
folders and documents.
Update to
Literature Requests
·
Fulfill, complete,
or reject literature requests.
Desktop Integration
for:
·
Drag and Drop
Attachments
- Drag and Drop
E-mail from Microsoft Outlook
- Outlook Integration
- Send SLX and Record to History
- Mail Merge
- Export to Excel
- Drag and Drop
Library files (Administrator only)
All of these
features are browser agnostic, i.e., Firefox or Internet
Explorer.
Sleek New Welcome
Page Widgets
Coupled with a
visual refresh to the Welcome page, v7.5.3 offers new widgets enabling users to
further personalize their Welcome page and workspace tabs and share that content
with other users.
·
Group List Widget:
customize to show a list for any entity or group within an entity, set list to
show top number of records (e.g., top 10 opportunities), and work with it /sort
it as you would a standard grid
- Link Widget: lets
you bookmark your favorite areas or entities in the product or even favorite
Websites or sources outside Sage SalesLogix
- Charting Widgets:
create custom charts for any entity, group, dimension (filter) and metric that
enable you to analyze data including bar, column, funnel, line, and pie
charts
-Brianna