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SalesLogix 7.5.3 SP3 Has Been Released

Published by: Scott Weber

Highlights



  • 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. The refreshed Welcome Page gives you quick and easy access to the information you use the most. 

  • Web Administrator Tool: While this does not replace the current Sage SalesLogix Administrator, it does let you access common administrator tasks via the web, such as managing users and teams, pick lists, products, lead sources, library, teams, users, roles, and more.

  • Desktop Integration:  Drag and drop attachments and email from Microsoft Outlook, perform mail merge, export to Excel, drag and drop Library files (administrator only), and much more.  

The brief descriptions don’t do these features full justice.  For example, it’s really slick to drag and drop an email or file from your Windows desktop right into the Web based UI!  And check out those dashboards.  For a complete overview and demonstration please contact Customer FX.

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

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