back to top
Search here...
Infor CRM

Demystifying SalesLogix Web: Dashboards and Analytics Tools

Published by: Brianna Tinjum

Join us for a free webinar, Wednesday, May 15th at 2pm CDT.

 

 

The SalesLogix Web dashboards and analytics
tools help to give you real-time insight into important information at
all levels of your organization.  This month we’re going to take a
closer look at these powerful features, join as we cover:    

  • Interactive
    dashboards to understand deals in the sales pipeline including sales
    potential, Activities and other Key Performance Metrics.
  • Support dashboards to help evaluate workloads, tickets, and turnaround time.
  • Marketing dashboards for visually evaluating Leads and Campaign metrics.
  • New RSS feed dashboard widget.
  • New website dashboard widget.
  • Timeline views for a consolidated look at all data related to a record.

 -Brianna

Contact Customer FX for your CRM project
We let our expertise speak for itself - let us know how our all-star team can help on your CRM project
Contact
Previous article
What is the Difference Between Left Joins and Inner Joins in SalesLogix?
Next article
SalesLogix Remote Library Management
About the Author
Brianna Tinjum
Brianna Tinjum

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Infor CRM
Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

Infor CRM
See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

Infor CRM
In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Exploring AI Options for Infor CRM v10

Infor CRM
I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Infor CRM SLX 10.0: Delegate Ownership Changes for “Everyone” Records

Infor CRM
Learn how the new EveryoneOwnerAssignment secured action in Infor CRM SLX 10.0 allows designated users to change ownership of Everyone-owned records without requiring Administrator access.

Related Articles

Infor CRM

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.
Infor CRM

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.
Infor CRM

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.
Infor CRM

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Related Videos

Follow us

Follow Customer FX on social media to engage with us about our articles, videos, and Creatio & Infor CRM information

Customer FX

Latest Articles

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Infor CRM 0
Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

Infor CRM 0
See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

Infor CRM 0
In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Popular Articles

Invoking a Multi-Select Lookup Dialog on a Creatio Freedom UI Page

Creatio 39
Creatio 8.1 introduces two new features when it comes...

Dynamically Filtering a Lookup on a Creatio Freedom UI Page

Creatio 18
Filtering lookups on a Freedom UI page is something...

Embedding an IFRAME on a Creatio Freedom UI Page

Creatio 29
In a previous article I outlined how to embed an IFRAME on a Classic Creatio page. This article will outline how to do this for a Freedom UI page. We'll accomplish this by creating a simple Freedom UI component, and then adding the component to the page. We'll be able to use a static URL for the IFRAME source or bind the source to a property on the page.

© 2024 Customer FX Corporation. All Rights Reserved.

[Admin]