You can customize the tabs on the What's New page by configuring an XML file. When the What's Newmodule is executed within the page, it looks for the existence of WhatsNew_Config.xml in the App_Datafolder of the portal. If it exists, the rendering logic changes and uses the details contained within todetermine the smart parts that get displayed. A sample configuration file, WhatsNew_Config_Example.xml, isprovided. The easiest way to configure the file is to deploy your Sales Client site, copy or rename theresultant file to WhatsNew_Config.xml, and edit it in Visual Studio. When you have completed your changesin Visual Studio, copy the updated file back into the SupportFiles\\App_Data folder in your project.
Customization Discovery Toolavailable as a public downloaddiscover what version you're on and what hot fixes are installedchanges to your model that you customized of the release you were onintersection of your changes and our changeshelp making upgrades and migration less painful
SData Active Directory Supportsdata supports windows integrated authentication with an active directory lookupdesktop manager supports ad auth with checkbox no credentials requiredlower tco deploying desktop managerit's a configuration in the web configcloses a security loophole
Release Highlights<br />Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience.<br />To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback.<br />Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:<br />Higher User Productivity<br />Mobile Workforce Enablement<br />Streamlined ERP Integration<br />Simplified Install and Upgrade Experience<br />Coming Soon! – Sage SalesLogix Advanced Analytics<br />Slide 2<br />
Notes/History ImprovementsNotes/History Tab<br />The Notes/History Tab displays on the Account, Contact, Opportunity and Lead Detail views.<br />Displays interactions such as meetings, phone calls, to-dos, mail and e-mail logged to history. <br />It also displays notes associated with each interaction.<br />
Notes/History ImprovementsHow do I apply filters?<br />
Notes/History ImprovementsHow do I E-mail/Send to MS Word<br />Multi-select Entity to send to E-mail or MS Word<br />
Check for Duplicates/MergeCheck For Duplicates<br /><ul><li>a powerful tool that saves you time and ensures clean data and accurate reports
The Check for Duplicates wizard compares records in Sage SalesLogix to determine if your data contains duplicates. </li></ul>Tired of spending lots of time cleaning your data ?<br />Your reports are never right ?<br />
Check for Duplicates/MergeStep 1 – Select a Source<br /><ul><li>Select the entity type for which you want to check for duplicates.
Select the group of records within the selected entity type.</li></li></ul><li>Check for Duplicates/MergeStep 2 – Choose Search Options<br /><ul><li>Select the filters you want the wizard to use when matching data.
The data in both records must be an exact match to be considered a duplicate.
Advanced Match Options is used to set additional match options fields</li></li></ul><li>Check for Duplicates/MergeStep 3 – Process Request<br /><ul><li>View the status of Check for Duplicate Process
Number of processed records / total records / total duplicates found</li></li></ul><li>Check for Duplicates/MergeStep 4 – View Results<br />Search Record - The name within the entity that was found to be a potential duplicate. <br />Resolve Status - The status of the record which indicates if it is a possible duplicate, if the data has been merged, or if it has been determined that it is not a duplicate.<br />Score - The probability rating that this record is a duplicate. A higher score indicates a higher probability that the record is a duplicate.<br /><ul><li>Check for Duplicates History Detail view contains the group of potential duplicates within a job.
Duplicate records are sorted by Score</li></li></ul><li>Check for Duplicates/MergeView Duplicate Job History<br /><ul><li>Users can access the results to merge or remove duplicate data at any time
Duplicates History List view displays all duplicate jobs in the system
Process Duplicates List view displays all potential duplicates in the system.</li></li></ul><li>Check for Duplicates/MergeHow do I resolve duplicates?<br />Best Match - The entity that is the closest match to this record.<br />Matches Found - The number of potential matches for this entity.<br />Open the Check for Duplicates History Detail view for the job in which you want to resolve duplicates.<br />On the Job Results tab, click the Resolve link for a potential duplicate. You can use the information on this tab to help determine if the record is a duplicate or if it needs to be resolved.<br />Complete the Resolve Duplicate Record dialog box.<br />On the Unresolved Duplicates tab, select the potential duplicate and click the Merge link<br />
Check for Duplicates/MergeMerge Data<br /><ul><li>At the top of the grid, select which record should be the primary record.
Source - The record that is being converted or resolved.
Target - The Sage SalesLogix record found when searching for duplicate records.
Show Alllink shows all fields (including matching fields)</li></li></ul><li>Notes Field ImprovementsResizing of Note Fields<br />You asked for it – biggernotes field in <br />The Activity dialog (Viewing and scheduling Activities)<br />New Note dialog<br />
Configurable What’s New<br />Configure “What’s New” to Keep Users Up-to-Date<br />Eliminate Information Overload<br />Show Users the Information They Need Right Now<br />Ten Tabs Out-of-the-Box<br />Remove Unwanted Tabs<br />Add New Tabs with Custom Information<br />What’s New Configuration Now Unlocked<br />Simple XML Configuration Reduces Customization Costs<br /><item targets="remote" window="main" enabled="true"><br /> <virtualPath>~/SmartParts/WhatsNew/RemoteMainWhatsNew.ascx</virtualPath><br /> <partId>RemoteMainWhatsNew</partId><br /> <title>Accounts</title><br /> <description>Accounts</description><br /></item><br />Slide 16<br />
Workforce ProductivitySales Orders & Opportunity Product<br /><ul><li>Streamlined user experience
Simplified Install & UpgradeFull Install<br />Customers upgrading from 7.5.x or new customers only have to install the service pack – 7.5 base install not required<br />Customers upgrading prior to 7.5 will need to go to 7.5 first and then apply 7.5.4<br />Pre-requisites for the install have been moved to the beginning of the installation wizard to streamline the installation process<br />Added installation logging to better support troubleshooting<br />
Simplified Install & UpgradeSimplified Offline Client Install<br />Default support for SQL Express 2008 R2 as the offline database<br />Client download available from within web client (New Nav Bar Link)<br />Offline client install streamlined by putting the pre-reqs up front and reduces errors<br />Ability to do silent install – allows install without user interaction – better support for automated IT deployments<br />Installs and configures Desktop integration – SendSLX, Outlook Integration, Desktop Manager, Mail Merge, Export to Excel<br />Reduce end user setup by using enabling Active Directory authentication – users no longer required to enter user id and password<br />
Simplified Install & UpgradeRoll up 7.5.3 Accelerators<br />Standard Problem / Standard Resolution<br />Resources<br />Lead Qualifications<br />Roles - Secured Actions<br />
Simplified Install & UpgradeUpgrade Discovery Tool<br />Reduce Upgrade Costs<br /><ul><li>Eliminate Need to Build Comparison Environment
Assess Upgrade Impact without Creating Bundles
Compare Intersection of Your Changes to Our Changes</li></ul>Ramp Up New Projects Faster<br /><ul><li>Discover Versions, Bundles, & HF’s Installed
What is SData?<br />Web Services Based API for Sage SalesLogix<br />Uses industry standards<br />-There is nothing scary for your IT dept here<br />Access your data anywhere<br />-If you can send a URL, you can use SData<br />http://localhost:3333/sdata/slx/dynamic/-/accounts?format=html<br />HTML, XML, REST, ATOM/RSS<br />SData does the heavy lifting<br />-You can build integration solutions with up to 80% less code<br />Fast, secure, full featured<br />-If you can do it in SalesLogix, you can do it with SData<br />Read, write, sync, import, export<br />Program in any language<br />Use Client Libraries to save time<br />
Sync Active Directory Users to Sage SalesLogix</li></ul> Increase Security & Control Access<br /><ul><li>Enforce Windows Authentication
Block Non-Active Directory Users from Login</li></ul>Reduce Implementation Costs<br /><ul><li>Enforce Window Authentication</li></ul>New<br /> Extend Your Applications<br /><ul><li>SData Applications Can Use Window Authentication
Promote Single Sign-On Strategy</li></ul>New<br />
Sage IntegrationIntegration Features <br />Real-time access to ERP data<br />Cross-application requests leverage ERP business logic to access complex data such as pricing<br />Seamless User Experience keeps CRM user in their CRM environment<br />Real-Time data feeds<br />Detailed views for specific transaction<br />Two-way Sync<br />CRM<br />ERP<br />(Accounts, Contacts, Sales Order, Etc.)<br />One-way Sync<br />(Products, UOM, Etc.)<br />Request Data via ERP Business Logic<br />Sage Proprietary & Confidential – Content Subject to Change<br />
Sage IntegrationViewing ERP Data<br />Three complex real-time data views<br />Based off account<br />Sales Orders<br />Sales Order lines<br />Invoices<br />Deliveries<br />Invoices<br />Invoice lines<br />Payments <br />Payments/Receipts<br />Payment details<br />
Sage IntegrationNew SData API’s<br />Access Attachments<br /><ul><li>View & update documents, text files, and graphics associated with Accounts, Opportunities, Tickets, etc</li></ul>Modify User Options<br /><ul><li>Access User configuration options for client startup, activity reminders, currency, etc</li></ul>Manage Groups<br /><ul><li>List, sort, and filter Groups
Execute a group with a custom filter</li></ul>Return System Options<br /><ul><li>Provides readonly access to company name, database version, etc</li></ul>Access the SalesLogix Library<br /><ul><li>View & update library directories & documents
Access revision dates, available status, etc</li></ul>Get Current User<br /><ul><li>Use the service to identify the current user</li></ul>Work with Picklists<br /><ul><li>List all picklists & picklist items
Mobile Workforce EnablementCalendar & Complete Activity <br />View today’s activities or pick any future/past date for a list of activities<br />Schedule new meetings, personal activities, phone calls and to-dos<br />Complete any Activity and schedule a follow-up<br />
Mobile Workforce EnablementAdditional features<br />View Opportunity’s related products<br />Call Contact mobile number from Quick actions menu<br />
Mobile Workforce EnablementWhat’s New<br /><ul><li>Combined Notes and History views to a single Notes/History view
List icons describe the type of Activity or Note (e.g. )
Users can filter the Notes/History view by typing one of the following hash tag values into the Search box, for example:
Coming Soon!<br />Sage SalesLogix Advanced Analytics<br />Interactive Analytics solution<br />Integrated with Sage SalesLogix<br />10 pre-built dashboards<br />Sales<br />Marketing<br />Customer Service<br />Highly customizable<br />Easy to learn and use<br />Stay tuned for more details!!<br />Slide 37<br />
Upgrade Today!<br />Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience.<br />To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback.<br />Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:<br />Higher User Productivity<br />Mobile Workforce Enablement<br />Streamlined ERP Integration<br />Simplified Install and Upgrade Experience<br />Coming Soon! – Sage SalesLogix Advanced Analytics<br />Slide 38<br />