SalesLogix v8 – New Web Client Groups Features

 


Here is a list of the new Groups features in SalesLogix version 8.  Click on this video to see a full demonstration.



Set default group from right-click on tab
Search for group
Filter and navigate to a specific group
Personalization – remembers field order, adding or hiding fields, sort order
Revert layout – reverts to the group layout
Personalized information previously saved as a cookie now saved across sessions using local cache

ABOUT THE AUTHOR

Scott Weber

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

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