Dave
Wallace, Director of Product Management for Sage SalesLogix CRM,
provided Technology Advisors’ customers a preview of the new SalesLogix
v8.0 coming out next year.
Dave dove into the updates in the Web Client from a Usability perspective, highlighting:
- List Management
- Account List View
- Detail View
- Scrollable Grids in Tabs
- Copy Text to Clipboard
- Move & Copy Contact
- Mail Merge
He showed Activities and Calendaring, calling out the ability to
update multiple opportunities at one time and the new configurable
pop-up alerts.
Next, onto the LAN improvements which included updates to the UI, the
Windows 7 Thumbnails and how to mark a resource as a location and manage
those resources. Then the big one, how to Add a Field!
In the Mobile version, we looked at the Month and Week views as well as new features including:
- Support for custom keyboard types on supported devices
- New date/time picker control
- Support for events
- Plug-n-play customizations
- Roles/secured actions
The discussion led to Data Safeguarding where we saw the addition of
security to SpeedSearch indexes and password security for the web.
The hour flew by quickly as we only covered a portion of the new
features and functionality in the SalesLogix v8.0 release. What else
does everyone want to see?
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