SalesLogix Toolbars and Navigation Bar

I received an email today from an account that has many customizations on their SalesLogix System.


During these customizations their business partner had removed many of the icons across the top of the screen, as well as a couple of items from the Navigation bar.


Because these items were removed early in the installation, even the Administrator who has only started working with SalesLogix recently,  was unaware of functionality that is available out-of-the-box.


When you want to remove functionality from a Toolbar, a New toolbar should be created and released to the users that need it. Toolbars are layed one upon another. So, the original toolbar is always available for an Administrator to look it. This would prevent functionality being lost to everyone.


Leave the original Toolbar or Nav bar as it is. Good Business practice would be to Create a new Toolbar or Nav Bar and layer it on top of the existing.


Dale Richter

ABOUT THE AUTHOR

Dale Richter

Director of Training- I have worked with Customer FX since 1997

1 Comment

  1. If your SLX LAN solution is making use of Citrix or Terminal Servers – performance can be impacted by using multiple layered toolbar plugins due to how the toolbars are frequently re-evaluated and thus re-composed as part of function security, etc.

    I agree with you that layering toolbars would be the prefered technique if not for this specific performance impact.

    Reply

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