Today I had the opportunity to attend the Knowledge Base training course and have a few questions.

 

Part 1 – When searching the Library, how can I find the location of a .DOC file that is found and listed in the search results? The location of a PDF document found by SpeedSearch is shown at the bottom of the preview window, but .Doc document locations are not listed anywhere in the SpeedSearch.

 

Part 2 – Can the SpeedSearch be setup to search text found in the descriptions fields of the Library.

 

Thank you for your assistance,

 

David

Hi David,

Part 1 - sounds like a tech support issue for Sage support, your administrator or your business partner.  Document type should not make a difference.

Part 2 - If you have version 7.0 or higher, the answer is yes.  Otherwise, no.

Good luck, let us know what you find out.

 

David,

 Part 1

You could setup a different search in the Library that would only seach .doc, that way you would know for sure that it is a .doc file, if you are using that category. Call Library Word Documents or something.

Dale

Dale, Thank you for the idea. Our Library setup is organized by the products we provide. This is beneficial for our operation because it allows a user to find most/all of the documents they need in one spot, and also makes them aware of other documents of similar subject matter which they may not be aware exist. Grouping word documents would make it slightly easier to locat one document found by SpeedSearch, but would limit the benefits we are currently receiving. On your system are you able see the file location in the Preview window for both PDF’s and Word Documents? The info would be a huge help! David

Concierge,

 

Thanks for your response. Actually, your answer to Part 2 of my question has given me new hope. Our library descriptions contain information which would allow users to narrow their search much quicker. We are using 7.0.1 with the Standard SpeedSearch, so I understand from your response that we should be able to configure out SpeedSearch to include the library descriptions in its field of search.

 

I work hand-in-hand with our administrator to setup our processes in SLX and to determine what is the BEST PRACTICE for use of the different functions in SLX. Unfortunately neither of us are aware of how to add the description information to the field of search for SpeedSearch. Is it possible you can provide a brief description of how this can be done? We can then either go back and research our SLX Documentation or contact our business partner with a clearer idea of what we need to accomplish.

 

Thanks again,

 

David

David,

My reply was based on a quick answer from one of our guys, so I'll have to ask for some detail (I'm just a user, not a guru).  In the meantime, Ben White or Dale Richter (certified trainers on this site) might jump in if they see this.

C

I was able to check into this a little bit and found that you cannot add addtional searches when you have the Standard SpeedSearch. You would have to have the license for Advanced SpeedSearch. You can contact your SalesLogix Consultant to provide you with information on how to upgrade to the Advanced License.

I am sure that this is not the answer that you wanted to hear, sorry.

 

Dale

HI Dale

That's not quite correct - all users now get a speedsearch advanced license for free - in the latest shipping version they removed the standard license so everyone now gets an advanced (whether they want it or not!) as well as a standard license - so the BP should be able to add that for this client.

Regards
Mike

 

Hi Mike,

 

Thank you so much for your input. The Advanced SpeedSearch would provide some much needed solutions, but our company has not been able to afford the upgrade. Your post gives me hope. I apologize if the following sounds like a stupid question. Who is “the BP” you refer to? I would love to pursue your line of thought and see if we can acquire the Advanced SpeedSearch for all of our users with out the large financial investment it would have otherwise required.

 

Thanks again!

 

David

Hi David

The BP = Business Partner i.e. the person supporting your install and implementation of SalesLogix at your firm.

Thanks
Mike

PS Tread carefully, it may be that this is a UK thing - but pretty sure it's worldwide

Mike Spragg:

PS Tread carefully, it may be that this is a UK thing - but pretty sure it's worldwide

In the U.S. every company using SalesLogix has by default a "Partner of Record".  These business partners are certified by Sage Software, the makers of SalesLogix, to sell, install and support the product.  From the standpoint of Sage, they are responsible for supporting your system, should you choose to use an outside resource.  They are usually the comapny who originally sold you SalesLogix, by you are free to ask Sage to appoint your choice of POR.

Many companies use the services of BP's to help develop, support and train on SalesLogix.  Use of a BP for service is not mandatory.  However, should you engage a BP for services, they must be the POR in order for Sage to provide them support on your behalf, give them access to your license info, etc.  The BP is usually the source for purchasing additional licenses as well.

The above is a general overview of how things work in the U.S. - it may vary by market.

HTH,

C

 

 

Yep, same in the UK too - the "tread carefully" part should have actually referred to the license mechanism (for SS) :-)

Concierge and Mike,

Thank you both for the excellent, detailed information and ideas. You two are a wealth of knowledge!

Perhaps you can assist with two questions regarding the functionality of the Advanced SpeedSearch.

1. Does the Advanced SpeedSearch provide the ability to take action on a file (such as attach a file from the search results) to an email?

2. Can to Advanced SpeedSearch be setup to provide more information regarding the location of files listed as results of a search?

3. (not question) I understand from answers to previous inquiries made in earlier posts (see above) that the Advanced SpeedSearch can be set to search Library fields such as the DESCRIPTION field. This would be a great bonus since we list lot of information here which helps customer service find the right document for each customer.

Here’s where I am going with this. Currently my hopes are to use the Advanced SpeedSearch as a tool by which users can group documents by the type of APPLICATION those documents serve and take action on the search results such as attach them to and email. The Library folder structure by itself is only good for one type of organization. We currently organize our Library documents by PRODUCT. This allows users to easily find all documents related to that product in one place. But it is equally important for our users to access all documents related to a specific APPLICATION, meaning many different products. It seems to me that the SpeedSearch is the only way to provide both a PRODUCT and an APPLICATION based grouping without having many duplicate copies of documents throughout the Library.

Unfortunately there are several problems that make use of the Standard SpeechSearch for this job unrealistic. One is that very little action can be taken on search results such as attaching results to an email. It is also a cumbersome process to find the Library location of documents listed in the search results in order to make use of them. The Standard SpeedSearch results only list the general placement of the result (LIBRARY, ACCOUNTS, etc.), and not the Library folder containing the result. The location of PDF files can be found by scrolling to the bottom of the Preview, but that option is not available for .DOC files. Search results can be opened from the Standard SpeedSearch, but this can be a time consuming process, even more so when you are taking action on more than one document. Once open, the document can be attached to an email, but this process is only useful if only one result will be attached, any only if that document is a PDF.

For these reasons I am hoping that the Advanced SpeedSearch will be a great asset for us. Future projects in other areas of SLX besides the Library will, I’m sure, be served by the advanced functionality of the Advanced SpeedSearch.

Hi, you're welcome !

1) No, its concern is to index SLX data and attachments - such as PDF/.DOC etc. You can get to this by modifying the forms directly though, provided you are using 7.2+ where these are now exposed.

2) I believe you see this in the hyperlink - and when you use OpenResults / Save As - you would see it.

3) Yes, you can - you can create your own indexes within SpeedSearch covering both "locations".

Regards
Mike

 

Thanks again, Mike. That information really helps me in determining what benefit the Advanced SpeedSearch will be to current projects, and may provide solutions for future needs as well. I really appreciate everyone’s assistance and expertise!

 

David