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SalesLogix v8 - New Goups Features

SalesLogix v8 includes many new features that enhance "Groups" functionality including the following. 

  • Users can set their default group from right-click on any group tab
  • Searching for a group is now possible for implementations with lots of active groups
  • Filter and navigate to a specific group
  • Personalization remembers field order, adding or hiding fields, sort order.  These users prefences are now sticky even after a users logs out and back in.
  • Revert layout – reverts to the default group layout
  • Personalized information previously saved as a cookie now saved across sessions using local cache

Click on this link for a video demonstration of these new features.

 

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About Scott Weber

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


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