Transcript of "Sage SalesLogix 8 What´s new Datasheet"
What’s New in v8.0Your relationships. Your information. Your CRM.In short, this means CRM without compromise, which is what Sage SalesLogix is all about. Sage SalesLogix v8.0 delivers on this promiseby introducing new features and enhancements across the product suite designed to enrich the user experience, reduce costs, boostproductivity, and safeguard valuable data.Sage SalesLogix v8.0 underwent extensive pre-release testing and iteration to ensure the release met the highest quality and performancegoals in the product’s history.User Experience and ProductivityUser experience and productivity take center stage with an enhanced user interface that makes findingyour data easier and faster, featuring:• pdated look and feel – LAN and U • peedSearch – Expanded search S Web clients both enhanced with a results to include information from modernized visual presentation and an additional areas, including Accounts, appealing color palette. Contacts, Leads, Opportunities, Products, and Contracts.• crollable grids in tabs – Makes it easier S to navigate within all areas of the product • ulk data handling – Select and update B and locate customer information. multiple data elements at a time, such as changing multiple Activities, Leads, and• List management – Enhanced list Opportunities with right click menu option. management capabilities—stay in the detail view while doing a lookup; filters have been • Search – New User option to set default added to tabs with lists, so you only see “look up” type – “contains” vs. “starts with”. the data you need. Works the way you workUpdated Look and Feel - Modernized Visual Presentation
Your relationships. Your information. Your CRM.Calendar and ActivitiesPrioritize your day, schedule meetings, and book resources using new and improved resourceplanning tools:• alendar alerts – Never miss an important activity or C appointment with new “pop-up” alerts, which can be configured based on User preference.• Calendar view – Collaborate with your team easier with the ability to see multiple Users’ calendars side by side to quickly identify their availability.• chedule resources – Know immediately which S rooms, resources, and personnel are free or committed at any given time.• Meeting invitations – See attendee free/busy status when scheduling a meeting and know who has accepted, declined, or is still pending.• Meeting confirmations – New dialog box for meeting requests—allowing you to confirm, accept, delete, or update meetings. Collaborate Stay on track with enhanced resource more effectively planning tools• pdate and complete Activities – U Complete, edit, or delete individual or multiple Activities in a flash with the added right mouse button functionality.Mobile Enhancements“Productivity on the go” takes on new meaning with the latest mobile enhancements, includingimproved data handling and calendar management: • mart layouts – Rotate your phone or S Greater tablet and switch to a landscape view— productivity great for larger screens and tablets. in the field • nhanced date selector – Select dates E and times with ease with a new drop- down list and the ability to increment and decrement by month, day, year, and time. • ctivity indicators in month view – See your A busy/free days at a glance—select a day to see a detailed list of items committed for that day. • obile user efficiencies – Improved search M functions help to locate information faster— usability enhancements include auto-populate and a clear button.Rich CRM functionality on most popular mobile devices
Your relationships. Your information. Your CRM.Configuration andCustomizationNew customization “power tools”designed to put more control in yourAdministrator’s and IT Pro’s hands:• ynamic customizations – Make D changes to forms and scripts and see the modifications fast.• eb Form Designer – Enable your W Administrator with this powerful new feature that puts more control in their hands: - Configure, add, or hide fields – without the need to write complicated code – Configure with a few simple mouse clicks. forms quickly - Changes are immediate and executed upon save. Configure Sage SalesLogix to reflect your business needs• pplication Architect – Improved to empower developers to A • isual cues provide a way to inspect which controls have V perform deep customizations in a faster and scripted actions. more intuitive manner with: • ove and duplicate contact – Move or copy only the M - New toolbar button and action designers. information that is relevant, making updates fast and clean by providing more flexibility and control. - Script discovery – Easily discover scripts previously requiring multiple steps and knowledge of how to navigate the dialogs. • lobal capabilities – Embedded language packs that enable G anyone to change the language between English, French,• uick access to all scriptable form actions directly from the Q Russian, German, and Italian with a simple drop-down menu. Quick Form. • Full Unicode support for the LAN Client.• ull scripting editor with developer tools such as Intellisense F Search and Replace. Safeguard your Data Safeguard your valuable CRM data with enhanced role-based and end-point security capabilities for the Web Client: • Security Manager – Efficient click-and-select interface for assigning security levels, such as “read only,” “read/write,” or “none”. • Mobile/remote devices – Enhanced control over the data exchanged between the server and mobile/remote devices. Increased control and • peedSearch – Search results S security limited based on role and level of access granted.Safeguard your valuable CRM data with enhanced securityfeatures for the Web Client