Login / Register  search  syndication  about

          SalesLogix Product Blog

SalesLogix Product News and Information

SalesLogix 7.2.2 Windows Client Features and Functions Not Currently Available In The 7.2.2 Web Client

The following SalesLogix 7.2.2 Windows Client features are not supported in the 7.2.2 Web Client. Future versions of the Web Client may be expanded to include some of these features but, intent and timing have not been announced by Sage Software. We will try and keep this list updated as Sage developers add the new capabilites which they have been doing at a steady pace.

  • The Toolbar strip (In general the functions are now initiated via drop down menus rather than the little icons.)
  • Navbar Group structure (Uses a single Navbar)
  • Dashboards
    • Standard Dashboard
    • Visual Analyzer (Available via a custom Web interface with version 2.5.)
  • Contract management (you can just use the Windows Client to create these for now)
  • Ticket; Standard Problems/Resolutions
  • Defects
  • Returns
  • Outlook client side synchronization for contacts and calendar items - Intellisync
  • Account record Parent/Child Hierarchy (CFX added this capability just for fun)
  • User Security - The ability to block record adding, editing, or deletion and additional security controls, as defined via the Security and Function Security tabs of the user profile in Administrator, do not apply to the Web Client. Required Web security must be implemented using the Web Roles and custom Web pages.
  • Ad Hoc Group member deletion and addition
  • Merge of Accounts/Contacts records.
  • Tool Menu functions
    • Macros
    • Maintenance
    • Check for Duplicates
    • Replace Data
    • Purge Records
  • Manage (All of these can still be done in the Windows client and are then reflected in the web client)
    • Pick Lists (Use Architect or Administrator)
    • Lookups (Use Architect or Administrator)
    • Literature
    • Resources
    • Qualifications
    • Marketing Service
    • Products
    • Opportunity Defaults (Use the Web Client Options Opportunity tab for this.)
    • Competitors
    • Quota
    • Sales Processe
    • Customer Service Default
    • Customer Service Options
    • Lead Source
    • Standard Problem
    • Standard Resolutions
    • Dashboard Options
  • Client Options (Use Architect or Administrator)
  • Customize
  • Menus
  • Toolbars

 

 

What's This?
  
Bookmark and Share

About Scott Weber

   Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.


Related Content
   ComboFix Kills Saleslogix Sync
ComboFix, a third party malware utility, will alter the Operating system so .qts and .que files will no l
Posted on Sep 12, 2014 by Brianna Ojard to SalesLogix Support
 
   Restricting Adding Opportunity Contacts to Contacts at the Opportunity's Account
 One thing that clients have asked for is how to restrict the selection of the Opportunity Contacts
Posted on Sep 09, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
   How do I access the new Opportunity that I created in Saleslogix??
I had a user ask why they could not access a Salelogix opportunity when they clicked the hyperlink from t
Posted on Sep 04, 2014 by Dale Richter to SalesLogix Questions & Answers
 
   Retrieving Items from a Picklist via Javascript
Saleslogix is very light on how to use client side processes to do things in the Saleslogix web client.&n
Posted on Aug 29, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
   Saleslogix Xbar update coming soon
Scheduled to be released 8/29/2014 Features in Update •Installation improvements •Enterp
Posted on Aug 21, 2014 by Scott Weber to SalesLogix Product Blog
 
Comments

 

Ryan Farley said:

Hi Scott. Thanks for posting this list.

I wanted to clarify a one item.

>> Navbar Group structure (Uses a single Navbar) <<

The web client actually does support this (having multiple groups on teh navbar instead of just a single). You can create additional groups and they expand and collapse just like they do in the LAN client. However, it is a bit "buggy" in the current release. if you select a nav item from another group (other than the first one) that group will show collapsed when you navigate to that page. So the "selected" navbutton doesn't show. But, other than that it does work (but that makes it akward enough that I won't use it in it's current state).

-Ryan

April 24, 2008 10:53 AM

Leave a Comment

(required)  
(optional)
(required)  
Add
All contents Copyright © 2014 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register