Date post: | 25-Dec-2015 |
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What’s New in Sage SalesLogix 7.5.4
Release Highlights
• 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.
• 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.
• Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:
• Higher User Productivity• Mobile Workforce Enablement• Streamlined ERP Integration• Simplified Install and Upgrade Experience• Coming Soon! – Sage SalesLogix Advanced Analytics
Slide 2
Workforce Productivity
Notes/History Improvements
Notes/History Tab• The Notes/History Tab displays on the Account, Contact, Opportunity
and Lead Detail views.• Displays interactions such as meetings, phone calls, to-dos, mail and e-
mail logged to history. • It also displays notes associated with each interaction.
Notes/History Improvements How do I apply filters?
• Multi-select Entity to send to E-mail or MS Word
Notes/History Improvements
How do I E-mail/Send to MS Word
Check for Duplicates/Merge
Check For Duplicates• 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.
Tired of spending lots
of time cleaning your
data ?
Your reports are
never right ?
Check for Duplicates/Merge
Step 1 – Select a Source
• Select the entity type for which you want to check for duplicates.• Select the group of records within the selected entity type.
Check for Duplicates/Merge
Step 2 – Choose Search Options
• 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
Check for Duplicates/Merge
Step 3 – Process Request
• View the status of Check for Duplicate Process• Unique Duplicate Job Number• Number of processed records / total records / total duplicates found
Check for Duplicates/Merge
Step 4 – View Results
• Check for Duplicates History Detail view contains the group of potential duplicates within a job.• Duplicate records are sorted by Score
Search Record - The name within the entity that was found to be a potential duplicate.
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.
Score - The probability rating that this record is a duplicate. A higher score indicates a higher probability that the record is a duplicate.
Check for Duplicates/Merge
View Duplicate Job History
• 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.
Check for Duplicates/Merge
How do I resolve duplicates?
• Open the Check for Duplicates History Detail view for the job in which you want to resolve duplicates.
• 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.
• Complete the Resolve Duplicate Record dialog box.
• On the Unresolved Duplicates tab, select the potential duplicate and click the Merge link
Best Match - The entity that is the closest match to this record.
Matches Found - The number of potential matches for this entity.
Check for Duplicates/Merge
Merge Data
• 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.
• Select the properties for the merged record • Show All link shows all fields (including matching fields)
Notes Field Improvements
Resizing of Note Fields• You asked for it – bigger notes field in
− The Activity dialog (Viewing and scheduling Activities)
− New Note dialog
Configurable What’s New
Slide 16
What’s New Configuration Now UnlockedSimple XML Configuration Reduces Customization Costs
<item targets="remote" window="main" enabled="true"> <virtualPath>~/SmartParts/WhatsNew/RemoteMainWhatsNew.ascx</virtualPath> <partId>RemoteMainWhatsNew</partId> <title>Accounts</title> <description>Accounts</description></item>
Configure “What’s New” to Keep Users Up-to-DateEliminate Information Overload
Show Users the Information They Need Right Now
Ten Tabs Out-of-the-BoxRemove Unwanted Tabs
Add New Tabs with Custom Information
Workforce Productivity
Sales Orders & Opportunity Product
New
• Streamlined user experience• Introduces SData-based Editable Grids
New
Editable Data Grid
Slide 18
Spreadsheet Style Records• Accepts SData Feed as Data Source• Use Internal or External Data Sources
Easy Data Editing• Column Control Types Match Data Type • Checkbox, Link, Numeric, Lookup, etc• Columns Individually Securable for Edit/Link
Refined Workflow• Inline editing eliminates pop-ups & user clicks• Editable grid eliminates additional forms for insert &
updates (reduces development costs)
Simplified Install & Upgrade
Simplified Install & Upgrade
Full Install• Customers upgrading from 7.5.x or new
customers only have to install the service pack – 7.5 base install not required
• Customers upgrading prior to 7.5 will need to go to 7.5 first and then apply 7.5.4
• Pre-requisites for the install have been moved to the beginning of the installation wizard to streamline the installation process
• Added installation logging to better support troubleshooting
Simplified Install & Upgrade
Simplified Offline Client Install• Default support for SQL Express 2008
R2 as the offline database• Client download available from within
web client (New Nav Bar Link)• Offline client install streamlined by
putting the pre-reqs up front and reduces errors
• Ability to do silent install – allows install without user interaction – better support for automated IT deployments
• Installs and configures Desktop integration – SendSLX, Outlook Integration, Desktop Manager, Mail Merge, Export to Excel
• Reduce end user setup by using enabling Active Directory authentication – users no longer required to enter user id and password
Simplified Install & Upgrade
Roll up 7.5.3 Accelerators• Standard Problem / Standard Resolution• Resources• Lead Qualifications• Roles - Secured Actions
Simplified Install & Upgrade
Upgrade Discovery Tool
Reduce Upgrade Costs• Eliminate Need to Build Comparison Environment• Assess Upgrade Impact without Creating Bundles• Compare Intersection of Your Changes to Our Changes
Ramp Up New Projects Faster• Discover Versions, Bundles, & HF’s Installed• View Detailed Customization Information• Get File Level Detail
Command Line Utility Compares Files HashesAll Files Hashed Since v7.5.0Works Directly with Models
Available as a Public Download
Streamlined ERP Integration
What is SData?
Uses industry standards-There is nothing scary for your IT dept here
Access your data anywhere-If you can send a URL, you can use SData
SData does the heavy lifting-You can build integration solutions with up to 80% less code
Fast, secure, full featured-If you can do it in SalesLogix, you can do it with SData
Web Services Based API for Sage SalesLogix
http://localhost:3333/sdata/slx/dynamic/-/accounts?format=html
Read, write, sync, import, export
HTML, XML, REST, ATOM/RSS
Program in any languageUse Client Libraries to save time
Examples Built using Sdata™
SData Active Directory Support
Slide 27
Leverage the Work You’re Already Doing• Minimize User Administration Costs• Maintain Users in Active Directory• Sync Active Directory Users to Sage SalesLogix
Increase Security & Control Access• Enforce Windows Authentication• Block Non-Active Directory Users from Login
Extend Your Applications• SData Applications Can Use Window Authentication• Promote Single Sign-On Strategy
Reduce Implementation Costs• Enforce Window
Authentication
New
New
• Real-time access to ERP data• Cross-application requests
leverage ERP business logic to access complex data such as pricing
• Seamless User Experience keeps CRM user in their CRM environment
CRM ERP
Two-way Sync
One-way Sync
(Accounts, Contacts, Sales Order, Etc.)
(Products, UOM, Etc.)
Request Data via ERP Business Logic
Real-Time data feeds
Detailed views for specific transaction
Sage Integration
Integration Features
Sage Proprietary & Confidential – Content Subject to Change
Sage Integration
Viewing ERP Data• Three complex real-
time data views• Based off account• Sales Orders
− Sales Order lines− Invoices− Deliveries
• Invoices− Invoice lines− Payments
• Payments/Receipts− Payment details
Sage Integration
New SData API’sAccess Attachments
• View & update documents, text files, and graphics associated with Accounts, Opportunities, Tickets, etc
Manage Groups• List, sort, and filter Groups• Execute a group with a custom filter
Access the SalesLogix Library• View & update library directories &
documents• Access revision dates, available status, etc
Work with Picklists• List all picklists & picklist items• Supports filtering, sorting, & paging
Modify User Options• Access User configuration options for client
startup, activity reminders, currency, etc
Return System Options• Provides readonly access to company name,
database version, etc
Get Current User• Use the service to identify the current user
Global CRM Contract• Build maintainable integrations
Mobile Workforce Enablement
Mobile Workforce Enablement
Calendar & Complete Activity
• View today’s activities or pick any future/past date for a list of activities
• Schedule new meetings, personal activities, phone calls and to-dos
• Complete any Activity and schedule a follow-up
Mobile Workforce Enablement
Additional features• View Opportunity’s
related products
• Call Contact mobile number from Quick actions menu
Mobile Workforce Enablement
What’s New• 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:− #note – View just notes− #phonecall – View only phone call
history items
Mobile Workforce Enablement
Customization Guides
• Creating an Application Module
• List View • Detail View • Edit View• Customizing Views
To access the guides:https://github.com/SageScottsdalePlatform/argos-sdk/wiki
Sage SalesLogix Advanced Analytics –
Coming Soon!
Coming Soon!
• Sage SalesLogix Advanced Analytics
− Interactive Analytics solution− Integrated with Sage SalesLogix− 10 pre-built dashboards
o Saleso Marketingo Customer Service
− Highly customizable− Easy to learn and use
• Stay tuned for more details!!
Slide 37
Upgrade Today!
• 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.
• 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.
• Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:
• Higher User Productivity• Mobile Workforce Enablement• Streamlined ERP Integration• Simplified Install and Upgrade Experience• Coming Soon! – Sage SalesLogix Advanced Analytics
Slide 38